Dynamically generating platform resources by guiding user responses
The present disclosure relates to guided solution for collecting basic information from a user to automatically create complex surveys and customer management tools. For example, in one or more embodiments, the disclosed systems provide a series of guided prompts to a user. The disclosed systems receive user answers to the prompts that include data regarding focus subject data (e.g., product information) and desired performance indicators (e.g., Key Performance Indicators). Based on the user responses, the disclosed systems automatically build fully templatized surveys. Additionally, the disclosed systems also build additional resources including dashboards for managing and reporting survey results and actions.
1 . A method comprising:
accessing, based on a user input indicating a resource objective comprising a resource goal, a configuration file of a plurality of configuration files comprising potential resource items for configuring platform resources;
providing, for display via a client device associated with a user, a guided resource user interface comprising prompts based on the resource objective and a navigation timeline to navigate between one or more steps associated with generating digital surveys based on the resource objective;
determining, based on user responses received via the guided resource user interface, focus subject data comprising a focus subject and performance indicators comprising a type of performance measurement;
generating, utilizing an orchestration engine, a resource definition file that dictates parameters for organizing a platform resource by filtering the configuration file using a templating language to pare down the configuration file by:
determining mappings between user responses received via the guided resource user interface and a subset of the potential resource items from the configuration file associated with the focus subject and the type of performance measurement;
determining whether to include the subset of the potential resource items within the resource definition file; and
including, based on the mappings, the subset of the potential resource items within the resource definition file;
providing, based on a user interaction with the navigation timeline, a user interface associated with a step of the one or more steps associated with generating digital surveys based on the resource objective, wherein the user interface comprises a prompt populated with a predicted response based on an identification of the focus subject for modifying the resource definition file; and
modifying the resource definition file that dictates the parameters for organizing the platform resource by customizing the subset of the potential resource items in the resource definition file to include the identification of the focus subject and the predicted response based on user responses received via the guided resource user interface.
2 . The method as recited in claim 1 , further comprising generating a platform resource based on the resource definition file by utilizing the orchestration engine, wherein the platform resource comprises resource elements corresponding to the subset of the potential resource items.
3 . The method as recited in claim 2 , wherein the platform resource comprises at least one of a digital survey, distribution parameters, a management dashboard, or a set of actions.
4 . The method as recited in claim 1 , further comprising:
receiving, in response to an initial prompt via the guided resource user interface, a user response comprising an attribute; and
based on the user response, customizing the subset of the potential resource items within the resource definition file to include the attribute provided by the user response in one or more additional prompts for modifying the resource definition file.
5 . The method as recited in claim 1 , wherein the guided resource user interface further comprises:
a selectable option to switch between the resource objective and an additional resource objective;
an objective indicator specifying an objective for a prompt flow based on the resource objective; and
action items comprising tasks corresponding to the resource objective.
6 . The method as recited in claim 1 , further comprising updating, based on including the subset of the potential resource items within the resource definition file, an additional resource definition file to include the subset of the potential resource items, wherein the additional resource definition file dictates the parameters of an additional platform resource.
7 . The method as recited in claim 1 , further comprising:
mapping a plurality of configuration files to resource objectives comprising resource goals associated with particular platform resources; and
accessing, based on a user input indicating a selection of the resource objective of the resource objectives comprising the resource goal, the configuration file of the plurality of configuration files comprising potential resource items.
8 . The method as recited in claim 1 , further comprising providing the guided resource user interface by:
receiving an initial user response;
based on the initial user response, generating a an initial predicted response;
providing the initial predicted response for display via the guided resource user interface; and
receiving an indication of a user selection of the initial predicted response.
9 . The method as recited in claim 8 , further comprising generating the initial predicted response by:
analyzing the initial user response to identify a class of similar responses; and
determining the initial predicted response based on analyzing the class of similar responses.
10 . A system comprising:
at least one processor; and
at least one non-transitory computer readable storage medium comprising instructions that, when executed by the at least one processor, cause the system to:
access, based on a user input indicating a resource objective comprising a resource goal, a configuration file of a plurality of configuration files comprising potential resource items for configuring platform resources;
provide, for display via a client device associated with a user, a guided resource user interface comprising prompts based on the resource objective and a navigation timeline to navigate between one or more steps associated with generating digital surveys based on the resource objective;
determine, based on user responses received via the guided resource user interface, focus subject data comprising a focus subject and performance indicators comprising a type of performance measurement;
generate, utilizing an orchestration engine, a resource definition file that dictates parameters for organizing a platform resource by filtering the configuration file using a templating language to pare down the configuration file by:
determining mappings between user responses received via the guided resource user interface and a subset of the potential resource items from the configuration file associated with the focus subject and the type of performance measurement;
determining whether to include the subset of the potential resource items within the resource definition file; and
including, based on the mappings, the subset of the potential resource items within the resource definition file;
provide, based on a user interaction with the navigation timeline, a user interface associated with a step of the one or more steps associated with generating digital surveys based on the resource objective, wherein the user interface comprises a prompt populated with a predicted response based on an identification of the focus subject for modifying the resource definition file; and
modify the resource definition file that dictates the parameters for organizing the platform resource by customizing the subset of the potential resource items in the resource definition file to include the identification of the focus subject and the predicted response based on user responses received via the guided resource user interface.
11 . The system as recited in claim 10 , further comprising:
mapping a plurality of configuration files to resource objectives comprising resource goals associated with particular platform resources; and
accessing, based on a user input indicating a selection of the resource objective of the resource objectives comprising the resource goal, the configuration file of the plurality of configuration files comprising potential resource items.
12 . The system as recited in claim 11 , wherein a platform resource comprises at least one of a digital survey, distribution parameters, a management dashboard, or a set of actions.
13 . The system as recited in claim 10 , further comprising instructions that, when executed by the at least one processor, cause the system to:
receive, in response to an initial prompt via the guided resource user interface, a user response comprising an attribute; and
based on the user response, customize the subset of the potential resource items, utilizing the orchestration engine, within the resource definition file to include the attribute provided by the user response in one or more prompts for modifying the resource definition file.
14 . The system as recited in claim 10 , wherein the guided resource user interface further comprises:
a selectable option to switch between the resource objective and an additional resource objective;
an objective indicator specifying an objective for a prompt flow based on the resource objective; and
action items comprising tasks corresponding to the resource objective.
15 . The system as recited in claim 14 , further comprising instructions that, when executed by the at least one processor, cause the system to:
receive an indication of a user selection of the additional resource objective;
provide, based on the user selection, an additional predicted response for display via the guided resource user interface;
receive an indication of a user selection of the additional predicted response; and
modify the resource definition file by customizing the resource definition file to include the additional predicted response based on the user selection.
16 . A non-transitory computer-readable medium storing instructions that, when executed by at least one processor, cause a computing device to:
access, based on a user input indicating a resource objective comprising a resource goal, a configuration file of a plurality of configuration files comprising potential resource items for configuring platform resources;
provide, for display via a client device associated with a user, a guided resource user interface comprising prompts based on the resource objective and a navigation timeline to navigate between one or more steps associated with generating digital surveys based on the resource objective;
determine, based on user responses received via the guided resource user interface, focus subject data comprising a focus subject and performance indicators comprising a type of performance measurement;
generate, utilizing an orchestration engine, a resource definition file that dictates parameters for organizing a platform resource by filtering the configuration file using a templating language to pare down the configuration file by:
determining mappings between user responses received via the guided resource user interface and a subset of the potential resource items from the configuration file associated with the focus subject and the type of performance measurement;
determining whether to include the subset of the potential resource items within the resource definition file; and
including, based on the mappings, the subset of the potential resource items within the resource definition file;
provide, based on a user interaction with the navigation timeline, a user interface associated with a step of the one or more steps associated with generating digital surveys based on the resource objective, wherein the user interface comprises a prompt populated with a predicted response based on an identification of the focus subject for modifying the resource definition file; and
modify the resource definition file that dictates the parameters for organizing the platform resource by customizing the subset of the potential resource items in the resource definition file to include the identification of the focus subject and the predicted response based on user responses received via the guided resource user interface.
17 . The non-transitory computer-readable medium as recited in claim 16 , further comprising instructions that, when executed by the at least one processor, cause the computing device to generate a platform resource based on the resource definition file by utilizing the orchestration engine, wherein the platform resource comprises resource elements corresponding to the subset of the potential resource items.
18 . The non-transitory computer-readable medium as recited in claim 17 , wherein the platform resource comprises at least one of a digital survey, distribution parameters, a management dashboard, or a set of actions.
19 . The non-transitory computer-readable medium as recited in claim 16 , further comprising instructions that, when executed by the at least one processor, cause the computing device to customize the subset of the potential resource items within the resource definition file, utilizing the orchestration engine, based on the user responses to the prompts from modifying the resource definition file.
20 . The non-transitory computer-readable medium as recited in claim 16 , further comprising instructions that, when executed by the at least one processor, cause the computing device to:
provide, via the guided resource user interface, a selectable option to switch between the resource objective and an additional resource objective;
receive an indication of a user selection of the additional resource objective; and
provide, based on the user selection, an additional predicted response for display via the guided resource user interface.