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Advanced Features

Take your Ask Monty usage to the next level with these advanced features and techniques.

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Conversation Management

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Saving Conversations

Important conversations can be saved for future reference:
  1. Complete your analysis in a conversation
  2. Click “Save” in the conversation menu
  3. Find it later in your “Saved” list
save-conversation Use saved conversations for:
  • Recurring analysis (weekly, monthly reviews)
  • Reference examples for your team
  • Templates for common questions
  • Audit trail of insights

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Sharing Conversations

Share insights with anyone:
  1. Generate a public share link
  2. Recipients can view the conversation
  3. They see all questions, datasets, and responses
  4. No login required for viewers
share-conversation What’s included in shared links:
  • Full conversation thread
  • All responses (text, charts, examples)
  • Dataset information (not full data)
  • Public view only (no editing)
Use cases:
  • Share insights with stakeholders
  • Include in reports and presentations
  • Collaborate with other teams
  • Customer-facing reports

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Alternative Entry Points

You can also start a conversation from the following places:
  • Custom reports
  • Filtered feedback snippet views
  • The survey analysis page
  • The interview analysis page
When coming from these locations, the original query will be pre-filtered based on the feedback filters present in the view. For example, if you are coming from a report around “checkout bugs”, and ask, “how’s it been going the past week?”, the chat will center around a dataset of checkout bugs from the last week. alternative-entry-points

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Metadata and Custom Fields

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Using Metadata in Questions

If you have custom metadata fields configured: 
"Show feedback by app version"
"Compare feedback from paid vs free users"
"What are enterprise customers saying?"
"Chart bugs by operating system version"

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Available Metadata Types

  • Feedback metadata: Version, platform, environment
  • Customer metadata: Plan tier, signup date, status
  • Account metadata: Company size, industry, ARR
To enable metadata for use in your worksapce, navigate to Settings -> Metadata, and enable “Chat Use” for each metadata key you want to use. Note: Metadata is only available for up to 10 metadata keys per workspace at this time.

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Filtering by Metadata

"Summarize feedback where app_version is 2.5.0"
"Show bugs from users on the pro plan"
"Compare feedback across different company sizes"
metadata-filter

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Competitor Analysis

If you have competitors configured:

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Creating Competitor Datasets

"What are customers saying about [Competitor]?"
"Show feedback mentioning [Competitor's feature]"
"Compare our pricing to [Competitor]'s pricing in customer feedback"
competitor-analysis

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Competitor vs Your Product

"Compare feedback about our checkout to [Competitor]'s checkout"

→ Dataset 1: Your checkout feedback
→ Dataset 2: Competitor mentions in your feedback
→ Comparative analysis

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Analyzing Competitor Feedback

Monty can analyze:
  • Comparison mentions: “X is better than Y”
  • Feature requests: “Add Z like competitor has”
  • Migration reasons: “Switched from/to competitor”