Project setup
If you are uploading discussion guide(s) they must be in docx format
1. Choose a region to store your raw files (read more about this here)

2. Upload discussion guide(s)
This should be in DOCX format and contain examples of the types of questions and discussion points your research focused on. This can also be used to automatically generate a project description (step 4).
3. Enter any additional objectives
These should be the main objectives of your research project. These will be used to generate the project description in (step 4).
4. Generate or write a project description based on this information
You can generate this if you’ve uploaded a discussion guide and provided some objectives or simply write it yourself. This description will serve as the AI’s ‘long term memory’. It will be used as context when answering any questions.
What does this do?
- These steps are used to provide context that will be used to improve downstream performance
- They also help to improve transcription with brand names and provide suggested questions in the analysis grid
- At a minimum we strongly recommend providing a description of your project and any other requirements you have in the project description.
- This can drastically improve performance when answering questions or summarising themes (read more about this here)
Uploading research material
If you are providing your own transcripts you must ensure they are correctly formatted.
File Format/Data Source | Support | Additional Information |
---|---|---|
Audio files | ✅ | Recommended (very high accuracy!) |
Video files | ✅ | Recommended (very high accuracy!) |
Text files (.txt) | ✅ | Recommended |
Other languages | ✅ | CoLoop supports audio files in 13 different languages. Read more |
Word documents (.docx) | ✅ | Range of formats supported including Rev |
Community data | ✅ | Should be in excel format. |
Recollective | ✅ | Supports all qualitative tasks Read more |
Incling | ✅ | Supports all qualitative tasks Read more |
Otter transcripts | 🟡 | Low quality |
Rev transcripts | 🟡 | Requires formatting |
Other transcripts | 🟡 | Requires formatting |
PDF files | ❌ | Copy and paste text in |
Survey data | ❌ | Currently being worked on |
Social media data | ❌ | Not supported |
Transcription (Audio and video)
You can download transcripts by clicking
Open
then the 3 dots menu to the right of the title.Complete
and providing the following optional information below.
1. Number of speakers
- Enter the expected number of speakers in the audio or video
- This includes anyone present in the audio e.g. support staff, soundtracks from stimulus material etc.
2. Speaker accent
- We currently offer UK, US and AU English.
- Leave this unset or pick the nearest one if your participants are none of the above.
3. Custom vocabulary
- Enter any brand names or keywords that appear in your discussion guide
- The list does not have to be exhaustive - even providing a few can cause dramatic improvements.
Labelling speakers
Labelling speakers with the same name will merge them together.
Complete task
button. This will open the transcript and prompt you to enter a name for each speaker.
CoLoop can also automatically assign names and roles to your speakers based on the context. All you need to do is click on the Auto-label speakers option.

Assigning roles to speakers
CoLoop needs to know whether somebody is aresearcher
or a participant
. This is to steer the AI to use comments made by participants as supporting evidence and researchers as context.
CoLoop can assign these automatically, but it might leave out some that are unclear, in which case you can edit them afterwards. Change the role by clicking on the icon next to the speakers name in the transcript. If you aren’t sure or it isn’t clear choose participant
.
Change the role by clicking on the icon next to the speakers name in the transcript. If you aren’t sure or it isn’t clear choose participant
.
Finishing up
Files must finish indexing before they are available for analysis. Answers in the Analysis Grid will update automatically, answers in the AI Chat will not.