Writing a Good Project Description

• CoLoop’s performance can be massively improved by providing it with a good project description.
• This description will be used fed into the AI model at inference and used to guide its output.
• You can update this description at any point by clicking on the project settings in the top menu.
• This article outlines some recommendations and best practices when using the project description.

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How does CoLoop actually use this information?

• The description provided is considered used by CoLoop in:

  1. AI Chats
  2. Analysis Grids
  3. Summaries.
  4. Processing of documents
  5. Evidence Panels
  6. Suggested Questions

• It also helps tp resolve reference to concepts or products in a discussion

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For example a query such as…

Summarise what the customers thought?

With a project description like…

This project contains feedback interviews with users of a new product for qualitative research called CoLoop. Participants are talking about their experiences with the tool. I am interesting in summarising the main gain points, pain points and areas for further improvement. I am also interested in keeping track of any follow up items they are expecting me to send to them after the call.

For CoLoop can then effectively be read as…

Summarise [into gain points, pain points and areas for improvement] what the customers [of a new tool CoLoop] thought [of that tool]

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So how do I set the project description?

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Set the description when creating a project

You will be prompted to set the project description when you create the project at the beginning:

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Set the description after you’ve created a project

You can also go back at any point and set / update the project description by clicking on the button next to the project name in the menu on the lHS:

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Automatically generate a description

If you’ve uploaded a discussion guide you can get CoLoop to generate a description for you automatically by clicking the generate button.

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What kind of things can I put in the description?

The project description is a great place to put information that you don’t want to have to keep repeating in every single message e.g.

• Background context about the study
• Details of the different concepts being referred to
• Objectives or questions your trying to answer
• Industry specific details or acronyms
• Guidance for how you want the chat to layout answers to your questions

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What if my project has multiple discussion guides?

• If you have multiple discussion guides most of the time we recommend copy and pasting them into one document.
• CoLoop uses the uploaded guide to create a description of the project, see examples of questions asked and derive a set of objectives.
• These can always be edited afterwards so you can ensure the AI has a good understanding of what question you’re trying to answer.