Quick How-To

Quick How-To

How to Run Conversation Analysis Using Predefined Methodologies

1. Prepare your transcripts

   • Transcribe your audio files first (see Transcriptions Guide)
   • Or upload existing text transcripts

2. Select files for analysis

   • Click Conversations on the navigation bar
   • Choose your project from the dropdown box
   • In the Files tab, select the files you want to analyze using the checkboxes

3. Start the Analysis Wizard

   • Click the New Analysis button
   • In Step 1, choose Predefined Analysis

4. Choose analysis types

   • In Step 2, select one or more analysis types using the checkboxes (e.g. Pains, Gains, Jobs, Forces, Affinity Mapping)
   • For Call Center Call projects, Calls Analysis is also available

5. Choose analysis scope

   • In Step 3, choose how to analyze the selected files:
     • All Conversations — analyze all files together as a single batch
     • Per Conversation — analyze each file individually
     • Per Speaker — analyze by speaker (available for Focus Group projects only)

6. Add context (optional)

   • In Step 4, you can provide additional context or instructions in the Additional Context field

7. Run the analysis

   • Click Start Analysis to begin processing

How to Run Custom Conversation Analysis

1. Prepare your transcripts

   • Transcribe your audio files first (see Transcriptions Guide)
   • Or upload existing text transcripts

2. Select files for analysis

   • Click Conversations on the navigation bar
   • Choose your project from the dropdown box
   • In the Files tab, select the files you want to analyze using the checkboxes

3. Start the Analysis Wizard

   • Click the New Analysis button
   • In Step 1, choose Custom Questions

4. Choose question source

   • Choose either Enter questions or From template
   • If Enter questions is chosen:
     • Enter your questions in the text area. You can add as many questions as needed.
   • If From template is chosen:
     • Select a template from the dropdown (see Templates & Codes Guide)

5. Choose analysis scope

   • Choose how to analyze the selected files:
     • All Conversations — get answers across all conversations combined
     • Per Conversation — get answers for each conversation individually
     • Per Speaker — get answers by speaker (available for Focus Group projects only)

6. Add context (optional)

   • You can provide additional context or instructions in the Additional Context field

7. Run the analysis

   • Click Start Analysis to begin processing

How to Review the Results

1. Review results
   • Analysis typically takes 1-5 minutes depending on transcript length
   • Switch to the Results tab to see the status of your analysis tasks
   • Once complete, the status will change to “Completed”
   • Click on a completed analysis task to view the results
   • Results show categorized insights with supporting quotes
   • For “Custom Questions” analysis, you can see the answers to your specific questions
     • If Per Conversation or Per Speaker scope was chosen, you’ll see separate tabs with answers for each conversation or speaker, with supporting quotes
     • You’ll also see a codification tab showing stats for the main answer categories across all conversations

💡​ Tip: You’ll get an email notification when the analysis process is finished. In order to enable email notifications, go to Profile, check “Notify job completion” and click Save.

2. Export findings
   • Check one or more analysis tasks to export
   • Click Export and choose from Word (DOCX), Excel (XLSX), or PowerPoint (PPTX)