Advanced Settings
Advanced Settings
Section titled “Advanced Settings”Advanced settings in the Configure Survey Analysis dialog
Other Threshold
Section titled “Other Threshold”What it does: Sets the percentage below which responses are grouped into “Other.”
| Example | Meaning |
|---|---|
| 0.04 (default) | Categories with <4% of responses become “Other” |
| 0.10 | Categories with <10% become “Other” (fewer categories) |
| 0.01 | Even rare categories (1%+) are kept (more categories) |
Lower threshold = More categories, more detail Higher threshold = Fewer categories, cleaner results
Min Answers per Category
Section titled “Min Answers per Category”What it does: Sets the minimum number of responses required for a category to be included in the results. Categories with fewer responses are merged into “Other”.
Important: This setting works in conjunction with “Other Threshold”. If a category has fewer responses than the minimum, it will be merged into “Other” regardless of its percentage.
Important: This setting does not affect special categories like “Other” or “No Response”.
| Example | Meaning |
|---|---|
| 1 (default) | Categories with at least 1 response are included |
| 5 | Categories with at least 5 responses are included (filters out very rare categories) |
| 10 | Categories with at least 10 responses are included (only common categories) |
Lower minimum = More categories, more detail Higher minimum = Fewer categories, more reliable results
Number of Categories
Section titled “Number of Categories”What it does: Suggests how many categories per response the AI can add. Some responses may have multiple categories. If the number is too low, only most relevant categories will be added.
| Setting | Behavior |
|---|---|
| Auto (blank) | AI decides based on each response — usually 1-3 categories |
| Specific number | AI aims for approximately this many categories |
When to specify:
- You need a specific number for your analysis framework
- Responses are long and you want to get the most important categories
- In case of brand analysis where you want to focus on top brands
Freeze Codes
Section titled “Freeze Codes”What it does: Controls whether AI can create new categories beyond predefined codes.
Note: The “Freeze codes” checkbox is automatically disabled when no pre-defined codes are configured. Hover over the disabled checkbox to see how to enable it. This option appears on the last step of the survey analysis wizard and in the per-row Freeze column of the file table.
| Setting | Behavior |
|---|---|
| Off (default) | AI uses predefined codes AND creates new ones if needed |
| On | AI only uses predefined codes; unmatched responses go to “Other” |
Use “On” when:
- You have a complete, fixed codebook
- Consistency across studies is critical
- You’re replicating a previous analysis