Run a PSindex debrief
Create a live debrief from any group in a PSindex survey's heatmap, set up the comparison and discussion questions, and present it while participants answer from their own devices.
A debrief turns PSindex® results into a guided conversation. It presents one group’s results step by step, compares them to a benchmark, and pauses for discussion questions that participants answer from their phones.
Before you start
You need the admin role and a PSindex survey with results. Debriefs are created from the survey’s heatmap.
How do I create a debrief?
- Open the survey and go to the heatmap.
- Set up the group you want with Group by and Add filter, then select its row. Select Aggregate to debrief the whole survey.
- In the Report panel, select Debrief.
- Name the debrief, choose the benchmark to compare against, and confirm the segment shown.
To find it again, switch the toggle above the grid from Heatmap to Debriefs. Select any debrief to open its settings panel.
Can I debrief one team instead of everyone?
Yes. A debrief uses whatever row you selected, so it can cover one team, one department, or any filtered group. Create a separate debrief for each group you plan to present. For help building the group, see Segment, filter, and save views.
How do I change the benchmark?
Open the debrief’s settings panel and choose a new option under Comparison. You can change it any time before you present.
Where do the themes come from?
When you create a debrief, themes are generated with AI from the group’s written comments. They stay the same each time you open the debrief, so you can prepare ahead. If new comments have come in, select the refresh icon beside Themes to regenerate them. A group with very few comments may not have enough to generate themes. To read the comments yourself, see Read the qualitative responses.
Can I change the discussion questions?
Yes. The debrief pauses for discussion after the overall results and after each of the four stages. In the settings panel, choose up to three of the suggested questions for each pause, write your own, or turn a pause off.
How do participants join?
Select Open debrief. The welcome screen shows a QR code, a link, and a join code. Participants scan the code, or open the link and enter the code. The joined count shows how many are connected. Select Start the debrief when you’re ready. People can keep joining after you start.
How do I move through the debrief?
Scroll, or use the arrow keys. The debrief moves from who responded, to the overall score and the four stages, to the comparison, then through each stage in depth with its highest, middle, and lowest items and its themes.
Where do participants’ answers go?
Participants type answers on their device and select Send. They can edit earlier answers with See all your answers. Answers aren’t shown on the presentation screen. They collect in the debrief’s settings panel for you to review afterward.