After clicking create you’ll be prompted to choose a scope for the new chat thread. The scope can filter the chat to look at different subsets of your research material. This is particularly useful if you are:
  • “All” to search over everything
  • “IDIs / Focus Groups” to only focus on text transcripts, video and audio files
  • “Community Data” to only focus on xlsx or data uploaded from asynchronous qual tools
  • “Specific Files” to choose from a list of different files or even specific tasks and activities in your community data

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When to filter the chat

Searching over everything is great however in some cases you may want to limit the scope to improve accuracy or target certain segments. Creating filtered chats is useful if you are:
  1. Conducting online qual and want to interrogate a single activity or task
  2. Working with focus groups and want to target a single one of them
  3. Conducting a mixed project with an online qual component followed by some interviews