Key Concepts Explained

Executive Summary: An AI-generated comprehensive overview of your entire study that synthesizes all participant responses into clear, organized insights. Think of it as an intelligent report that transforms hours of interview data into digestible findings with supporting evidence. Study Analysis Process: After completing data collection, Conveo’s AI spends 20-30 minutes analyzing all responses to create your Executive Summary. This automated process identifies patterns, extracts key themes, and organizes findings into logical sections. Deep Dive Feature: Interactive insights that let you click into any finding to see the supporting evidence - including participant quotes, generated charts, and detailed summaries that validate each conclusion.

Pro Tips

  • Double-click any insight: Every finding in your Executive Summary is clickable - double-click to see the supporting evidence, quotes, and AI-generated charts that back up each conclusion.
  • Review study stats first: Before diving into findings, check the study overview section to understand your completion rate, average interview duration, and participant demographics - this context helps interpret your results.
  • Use recommended follow-ups: The AI suggests additional studies at the bottom of your Executive Summary. These aren’t random - they’re tailored to gaps or interesting patterns discovered in your current research.
  • AI turns qual into quant: Notice how the AI extracts quantitative insights (like brand preferences or percentages) from your qualitative interview data - this helps you present concrete numbers alongside rich narrative insights.

Quick Reference

Location: Left sidebar → Insights → Executive Summary (first option) Timing: Available 20-30 minutes after clicking “Complete Study” Key Sections:
  • Study statistics (interviews started/completed, duration, demographics)
  • Key findings organized by theme
  • Supporting evidence for each insight
  • Recommended follow-up studies
Interactive Elements:
  • Double-click any insight for deep dive analysis
  • Click through to see supporting quotes and charts

Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

Step 1: Complete Your Study

Finish collecting all your interview responses and ensure you’re ready to analyze your data. The Executive Summary works best with completed studies that have multiple participant responses.

Step 2: Initiate Analysis

Click the “Complete Study” button to begin the AI analysis process. This tells Conveo to start processing all your collected data.

Step 3: Wait for Processing

Allow 20-30 minutes for the AI to analyze your study. During this time, the system is:
  • Reviewing all participant responses
  • Identifying key themes and patterns
  • Synthesizing insights across interviews
  • Generating supporting charts and statistics

Step 4: Access Your Executive Summary

Navigate to the left sidebar and click on “Insights,” then select “Executive Summary” (it appears as the first option in the Insights section).

Step 5: Review Study Overview

Start by examining the study statistics at the top:
  • Total interviews started vs. completed
  • Average interview duration
  • Participant demographics breakdown This context helps you understand the scope and quality of your data.

Step 6: Explore Key Findings

Scroll through the organized findings sections. Each section focuses on a specific theme or topic area from your study, with bullet-pointed insights underneath.

Step 7: Use Deep Dive Analysis

Double-click on any specific insight to access:
  • Supporting summary: Detailed explanation of the finding
  • AI-generated charts: Visual representation of data patterns
  • Participant quotes: Direct evidence supporting the insight
  • Related insights: Connected findings that provide additional context

Step 8: Consider Follow-Up Opportunities

Review the “Recommended Follow-ups” section at the bottom. These AI-suggested studies can help you:
  • Dive deeper into interesting findings
  • Explore questions that emerged from your current research
  • Fill gaps in your understanding

Best Practices

Before You Start:
  • Ensure you have a substantial number of completed interviews (the more data, the better the insights)
  • Allow adequate time for the 20-30 minute processing period
  • Have your research questions in mind to better evaluate the AI’s findings
While Working:
  • Start with the study overview to understand your data quality and scope
  • Read through all sections before diving deep into specific insights
  • Use the double-click feature liberally - the supporting evidence often reveals nuances not visible in the summary
Quality Control:
  • Cross-reference AI insights with your own observations during interviews
  • Pay attention to the supporting quotes - they validate whether the AI correctly interpreted responses
  • Consider the recommended follow-ups as opportunities to strengthen your research, not mandatory next steps

Anything missing? Let us know at [email protected] and we’ll help you out!