You can tag concepts using Concept Testing Mode in the project set-up.

Concept testing mode enables you to enter a list of concepts, brand names or any other key phrase during the project setup. The AI will automatically label text segments where they appear and even track when the conversation changes from discussing one to another.

Additionally, you can upload your stimulus deck and label the slides with corresponding concepts, enabling the AI to better distinguish between concepts even if they have similar names.

  1. You can add more concepts after creating a project

  2. You can edit concepts

  3. Concepts are unified across the AI Chat and Analysis Grid

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How to tag concepts

  1. Click “enable concept testing” when creating a new project
  2. Enter a list of concept or brand names that you would like to distinguish between
  3. Click save and upload your research material

If you want to Edit a concept in the transcript or add a new one you can click on the ‘Edit concepts’ button when hovering over text in the transcript:

You can then search for an already existing concept to add it to a section of the transcript:

Or you can create a new concept:

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Uploading Your Stimulus Deck and Labeling Slides

In addition to tagging concepts, you can also upload your stimulus deck into CoLoop. This enables the AI to easily distinguish between different concepts, even if they have similar names.

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1. Upload the deck used in your interview

Drag and drop your PDF file containing the stimulus deck to the Concept Testing Tab.

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2. Allow the AI to Process the Slides

Once your file has the Ready status, click the ‘Open’ button.

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3. Label each slide

  • Label each concept corresponding to the respective slide e.g. Concept A on slide 1
  • The AI will detect when slides from the deck are shown on the video
  • If a slide shows multiple concepts, you can select multiple concepts

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4. Import your Audio / Video Files

Once your deck is set up, you can import audio or video files to be transcribed and linked with the concepts.

Click on the Import Files button in the top right corner of the screen to import your file.

Click on either the Audio or Video button depending on the format of your file.

Once you’ve uploaded your file, you’ll be prompted to hit ‘Complete’ and enter some additional transcription information:

  • Speakers Expected: Number of speakers in the Audio/Video file

  • PII Redaction: Any sensitive information you would like to remove

  • Keyphrases: Any keywords or phrases you would like the AI to be aware of

After the file has transcribed you’ll need to assign names and roles to your speakers by clicking on ‘Complete task’.

After you’ve labelled your speakers, the concepts will be automatically detected and assigned to different parts of the transcript.

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Re-detecting concepts

CoLoop also allows for the re-detection concepts without resetting the transcript. This is super useful in cases where you’ve added an extra deck or modified concept associations.

  1. Upload Additional Decks (if needed): If you need to add more stimulus material, upload the additional deck.

  2. Re-detect Concepts: Click the Re-detect Concepts button within your file interface to refresh the concept associations while retaining the previous transcript work.

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Filtering Concepts in the Analysis Grid and AI Chat

Once you’ve completed the steps above you will be able to filter on different concepts in the analysis grid and AI chat. This will make the AI explicitly filter text segments where participants are discussing the names concept to help shortlist relevant evidence.

To use concept testing mode in the analysis grid press the ’#’ key when creating a question and select the concept you want to filter on from the list below:

To use concept testing mode in the chat press the ’#’ key or ’# Concept’ button and choose from your list of concepts:

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