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Key Concepts Explained

Question Analysis: This feature uses AI to automatically analyze and summarize all interview insights organized by each question in your topic guide. Instead of manually reviewing hundreds of responses, you get structured summaries and visualizations for every question you asked. Quantitative Data Extraction: Conveo’s AI can create charts and graphs not just from structured questions (like multiple choice), but also from open-ended responses. For example, if you ask “What’s your coffee personality?” the AI will categorize responses and create visual charts showing the distribution. Interactive Charts: Every chart is clickable and drillable - you can see the actual participant quotes behind each data point and even jump to the exact moment in the interview where something was mentioned.

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Pro Tips

  • Double-click chart bars to instantly see all the participant quotes that support that data point - this gives you the qualitative evidence behind your quantitative insights.
  • Use the “View” button strategically - when you click on a participant quote, the “View” button takes you to the exact timestamp in their interview where they said it, perfect for creating highlight reels.
  • Export data efficiently - instead of using export buttons, simply select the data cells in the detailed chart view and use Ctrl+C to copy directly into Excel or Google Sheets.
  • Heart charts as you go - use the heart icon to favorite useful charts during your analysis. This creates a curated collection in your favorites section for easy access during report writing.

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Quick Reference

Chart Customization Options:
  • Switch between percentage and absolute values
  • Change chart types (bar, pie, etc.)
  • Add custom labels and series
  • Duplicate charts for different views
Filtering Capabilities:
  • Filter by demographics (age, country, gender)
  • Filter by screening question responses
  • Save filters to regenerate summaries for specific segments
Export Options:
  • Download charts as images
  • Copy data tables (Ctrl+C/Ctrl+V)
  • Export to CSV or Excel format

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Complete Written Guide

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

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Step 1: Access Question Analysis

Navigate to the “Insights” section in your left sidebar and click on “Question Analysis.” This opens the main analysis dashboard for your study.

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Step 2: Review Panel Data

At the top of the page, you’ll see panel data showing demographic information about your participants:
  • Age distribution
  • Country breakdown
  • Gender split
  • Responses to all screening questions
This gives you context about who participated before diving into their responses.

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Step 3: Explore Question-by-Question Summaries

Scroll down to see AI-generated summaries for each question in your topic guide. Each summary:
  • Highlights key themes and insights from all participant responses
  • Identifies patterns and common responses
  • Provides context about what participants emphasized most

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Step 4: Analyze Interactive Charts

For each question, you’ll see charts that visualize response patterns: To explore chart data:
  1. Double-click on any bar to see detailed breakdowns
  2. Click individual bars to highlight specific segments
  3. Use “View Messages” to see all participant quotes for that category
  4. Click “View” next to any quote to jump to that moment in the interview
To customize charts:
  1. Double-click the chart title to enter detailed editing mode
  2. Use the three-dot menu for quick options (duplicate, hide, percentage view)
  3. In detailed mode, adjust chart types and styling
  4. Modify the TQL (query language) settings on the right panel

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Step 5: Apply Filters for Segmentation

Use filters to analyze specific participant groups:
  1. Click “Add Filter” at the top of the page
  2. Select your filter criteria (demographics, screening responses, etc.)
  3. The charts update to show filtered vs. unfiltered comparisons
  4. Click “Save” to regenerate question summaries for your filtered segment

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Step 6: Export and Share Insights

Save valuable charts and data:
  • Heart charts to add them to your favorites collection
  • Download charts as images for presentations
  • Copy data tables to Excel for further analysis
  • Duplicate charts to create multiple views of the same data

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Best Practices

Before You Start:
  • Review your topic guide structure so you understand how questions map to the analysis
  • Check that your panel data looks correct - this helps validate your participant sample
  • Consider what specific segments you might want to filter for (e.g., different user types, demographics)
While Working:
  • Use the drill-down features extensively - the real insights often come from reading the actual participant quotes
  • Create multiple views of important charts using filters to tell a complete story
  • Heart charts as you discover them rather than trying to remember which ones were useful
Quality Control:
  • Verify that chart categorizations make sense for your specific research questions
  • Cross-check participant quotes against chart data to ensure accuracy
  • Use the detailed view regularly to validate AI-generated summaries
Anything missing? Let us know at [email protected] and we’ll help you out!