Lumoa Self Service

Lumoa is empowering it's users to take their own actions within the platform. This includes being able to create their own accounts, upload their own data, edit their own Topics, and more. This guide will be the source of all that information, with links to other step by step guides that you can use to help get the most out of Lumoa.

Note that currently, in order to access most of these features, you need to have the role of Partner within Lumoa. A Partner is one of our highest role permissions, and gives you access to unique features you won't find anywhere else. Partners can also make other Partners - meaning you can give your biggest customers access to their own Lumoa dashboard with their own data by following the steps below.

If you wish to become a Partner, please contact your CS manager or [email protected]. We will be happy to explore options with you on how to make your Lumoa experience better!

Step 1 - Creating a Company

The first step to using self service is to make a new company within Lumoa. This company will end up housing all of the data you wish to upload, and generate you all of the insights that you want to see. The future steps will all be focused on manipulating this company to suit your needs.

Note that, if you already have a company that you know the credentials for, you can skip this step.

Click here to learn how to Create a Company within Lumoa.


Step 2 - Creating a Collection

A Collection is essentially a bucket that will end up housing all of your data. A collection is needed _before_ you upload data, as that is what your data will be uploaded _to_. You can have an unlimited number of collections that will can end up housing multiple different kinds of data. Feel free to consult our other guide on What is a Collection to learn more.

Read about How to Create a Collection with Lumoa.


Step 3 - Uploading Data

Once you have a company created, the first thing that you probably want to do is upload data to it. This will allow you to start creating Topics, and learning what your customers are really talking about, how they are feeling towards you and your services, etc.

Click here to learn about How to Upload Data to Lumoa.


Step 4 - How to Setup Recurring Topic Modeling

Now that you have your data uploaded to a collection, you will want create a Topic set using Recurring Topic Modeling. This is where the Lumoa system uses AI to analyze your incoming open text responses, and generate a Topic set based on what your customers are talking about.

Click here to learn how to turn on Recurring Topic Modeling.


Step 5 - How to Edit Topics

After your Topic Set has been created using the Topic Modeling, you may want to make some manual changes to it in the UI. This can be something as simple as changing the name of a Topic, or even setting new Keywords and Stopwords that will affect how future Topic Sets are created.

Click here to learn How to Edit your Topics within Lumoa.


Step 6 - Managing Filters

When a feedback gets submitted to Lumoa, it can optionally have background data associated with it. This background data is usually something like the country the end user submitted the feedback from, the age of the end user, customer level they have, maybe an external ID attached to the response, etc. Lumoa allows you to use that data as a Filter, so you can see all responses from Germany, for example.

Click here to learn more about How to Manage Filters in Lumoa.


Step 7 (Optional) - How to Create an API Key

API Keys allow you to make integrations and automate the flow of data _into_ or _out of_ Lumoa. This can be an alternative to uploading data manually, though the kinds of Integrations are nearly limitless. Feel free to read our Intro to Integrations with Lumoa for more info.

Click here to learn How to Generate and API Key in Lumoa

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