# CoLoop.ai ## Docs - [Introduction](https://docs.coloop.ai/docs/getting-started/introduction.md): CoLoop helps Insight & Strategy teams complete content analysis 10x faster, cheaper and more accurately - [Live Interviews](https://docs.coloop.ai/docs/getting-started/live-interviews.md): Here, you'll find best practices and guidance on setting up a projects involving live interviews using CoLoop. Learn how to record your interviews in CoLoop, or turn raw audio and videos into transcripts within minutes. - [Online Qualitative](https://docs.coloop.ai/docs/getting-started/online-qual.md): CoLoop supports the analysis of qualitative data from Excel files and many online community data platforms. Whether you’re running a small online community or a global study, CoLoop helps you bring structure and clarity to every conversation. - [Concept & Message Testing](https://docs.coloop.ai/docs/getting-started/concept-testing-mode.md): These guides cover how to work with stimulus for ad, concept, or product testing in CoLoop, outlining best practices and direct you to the relevant guidance for your specific study type. - [Multimarket studies](https://docs.coloop.ai/docs/getting-started/multi-market-studies.md): This article outlines supported languages, best practices and further information for researchers conducting multi market studies. - [Creating Projects](https://docs.coloop.ai/docs/setting-up-a-project/create-a-project.md): Learn how to create and setup projects in CoLoop for qualitative research. Follow steps to upload research material, generate project descriptions, and optimize transcription for accurate analysis. - [Uploading Data & Creating Transcripts](https://docs.coloop.ai/docs/setting-up-a-project/create-a-transcript.md): This document will take you through how to upload files, optimize settings for transcription, label speakers, and utilize additional features like transcript correction and translation to enhance qualitative research efficiency. - [Translating Transcripts](https://docs.coloop.ai/docs/setting-up-a-project/translation.md): Learn how to transcribe your files from a non-English language in CoLoop. - [Supported Languages](https://docs.coloop.ai/docs/setting-up-a-project/supported-languages.md): This document provides an overview of the languages supported by CoLoop for transcription and translation. - [Adding Segments](https://docs.coloop.ai/docs/setting-up-a-project/segments.md): Learn how to create, import, and manage segments in CoLoop for qualitative research. Build segments for different demographics and markets, and utilize them in the analysis grid and AI chat to filter and analyze data effectively. - [Confirming speakers](https://docs.coloop.ai/docs/setting-up-a-project/confirming-speakers.md): How to confirm speaker names and roles across a file, a selection, or a whole project, and what happens when two speakers in one file share a name. - [Fixing speaker names and roles](https://docs.coloop.ai/docs/setting-up-a-project/fixing-speaker-naming.md): How to rename and re-role speakers across many files at once by describing the naming you want, then reviewing the proposed changes before they are applied. - [Setting Up Multi-Market Studies ](https://docs.coloop.ai/docs/setting-up-a-project/setting-up-multi-market.md): This guide covers how to set up multi-market studies, including transcribing and translating multiple languages, and using segments to compare groups. - [Concept Testing with No Stimulus Deck](https://docs.coloop.ai/docs/concept-testing/tagging-concepts-no-slide-deck.md): This document will explain how to do concept testing in CoLoop without a stimulus deck. - [Stimulus Deck Concept Testing](https://docs.coloop.ai/docs/concept-testing/stimulus-deck-concept-testing.md): CoLoop detects your slides in interview recordings automatically, tagging concepts as they appear on screen. This guide walks you through setting up and using a stimulus deck in your project workflow. - [Analyzing Concepts](https://docs.coloop.ai/docs/concept-testing/analysing-concepts.md): This document will show you how to analyze concepts in the grids and the chats. - [Analysis Grids](https://docs.coloop.ai/docs/analysis/analysis-grids.md): Build an analysis grid: choose which participants or segments each row covers, ask questions as columns, read the overview across rows, and trace every answer back to the transcript. - [Content Analysis Reports](https://docs.coloop.ai/docs/analysis/content-analysis-reports.md): Learn about and how to use content analysis reports. See granular breakdowns of your findings by discussion guide question and participant segments. - [Basic Grids](https://docs.coloop.ai/docs/analysis/basic-grid.md): Reference for the legacy Basic Grids, which are now read-only. Covers how they work, what theme frequencies mean, and how to export them. - [Comparative Grids](https://docs.coloop.ai/docs/analysis/comparative-grids.md): Reference for the legacy Comparative Analysis Grids, which are now read-only. Covers how their custom segment and participant rows work. - [Thought Partner Chat](https://docs.coloop.ai/docs/analysis/thought-partner-chat.md): The Thought Partner chat is CoLoop's main analysis chat — an AI research agent that interrogates your interviews and turns them into cited, flexible outputs. How to use it, focus it, and get the best results. - [Adding Files & Images to Chat](https://docs.coloop.ai/docs/analysis/uploading-files-to-chat.md): Attach images, PDFs, Word, PowerPoint, and text files to a chat to bring extra context into your analysis, plus the supported formats, size limits, and how each file type is handled. - [Skills](https://docs.coloop.ai/docs/analysis/skills.md): Skills are reusable prompt templates that guide how the Thought Partner chat responds. Create personal skills, publish them across your project or organization, and manage organization-wide skills as an admin. - [Evidence Panels](https://docs.coloop.ai/docs/analysis/evidence-panels.md): This document will walk you through evidence panels in CoLoop. Every piece of analysis in CoLoop is fully cited—just click on a theme, insight, or quote, and you'll see the exact evidence the tool used to generate it. It's a transparent way to trace insights back to the original data. - [Chat 1.0](https://docs.coloop.ai/docs/analysis/chat-1.0.md): Learn how to use CoLoop's Chat 1.0. This guide covers creating AI chats, applying filters to narrow down research material, and asking targeted questions. Enhance your research with accurate, segmented analysis and discover how to see supporting evidence easily. - [Chat 2.0](https://docs.coloop.ai/docs/analysis/chat-2.0.md): Chat 2.0 is an upgraded chat feature that makes research analysis more systematic, reliable and focussed by combining structured grids with flexible chat-based synthesis. It adapts to your questions—using quantitative, conceptual, or thematic tools—to deliver insights with the most appropriate metho… - [Top Tips and Prompting Advice](https://docs.coloop.ai/docs/analysis/top-tips-and-prompting-advice.md): This guide will walk you through when to use Grids versus the AI Chat in CoLoop, helping you choose the right tool for different stages of your analysis. You’ll also find top tips for prompting the AI effectively to get richer, more targeted insights. - [Topline Summaries](https://docs.coloop.ai/docs/analysis/writing-a-good-topline.md): Learn how CoLoop automatically generates topline summaries for uploaded interviews. Export summaries effortlessly from the transcript view to streamline qualitative research analysis. - [Creating Clips and Reels](https://docs.coloop.ai/docs/analysis/creating-clips.md): Learn how to generate audio and video clips directly from transcripts using CoLoop. You can now stitch audio and video clips together across all project files into a single, shareable, reel and export them for sharing. Clips and reels are an easy way to incorporate authentic participant voices into… - [Video & Audio](https://docs.coloop.ai/docs/file-formats/video-audio.md): CoLoop works best with high quality audio or video files to deliver transcripts. This guide will walk through how to upload these files, supported formats, best practices, and language support for transcription and translation. - [Spreadsheets](https://docs.coloop.ai/docs/file-formats/excel.md): How to import spreadsheet files into CoLoop, map columns to participants, responses, and segments, and configure workbooks for analysis. - [DOCX & TXT Transcripts](https://docs.coloop.ai/docs/file-formats/docx.md): Here, you'll learn best practice and formatting tips for how to upload transcripts seamlessly and quickly. - [Community Data ](https://docs.coloop.ai/docs/file-formats/community-data.md): We support community data gathered from Market Research Online Communities (MROC). This type of qualitative research that blends discussion forums, diary studies, and interactive tasks to gather ongoing insights from participants over time. - [Setting up an Open Ends Project](https://docs.coloop.ai/docs/open-ends/open-ends-project-set-up.md): This guide will walk you through how to set up a project in Open Ends — a powerful tool designed to help you analyze up to 10,000 open-ended responses at a time. It will cover creating a project, generating the codeframe, and applying sentiment analysis. - [Analysing Open Ends Data](https://docs.coloop.ai/docs/open-ends/open-ends-analysis.md): This document will walk you through how to analyze your open ended data using the CoLoop Open Ends tool. It will cover how to understand the final codebook, how to use the analysis grid and insights features, and how to export your data. - [Excel Formatting for Open Ends](https://docs.coloop.ai/docs/open-ends/excel-import-format.md): This guide explains how to map your data before importing into CoLoop’s Open Ends tool. Find the best ways to format different types of open ended response data (e.g. survey, conversation, and chatbot data) as well as see downloadable examples for each data type. Below, you’ll learn best practice ti… - [Uploading Additional Waves of Data in Open Ends](https://docs.coloop.ai/docs/open-ends/additional-waves.md): Additional waves let you grow your dataset over time - perfect for longitudinal studies or follow-up surveys, without creating a new project. - [Managing an Organisation](https://docs.coloop.ai/docs/collab-and-access-management/managing-an-org.md): Learn how to manage your organisation, invite team members, manage roles, and optimise workspace settings for seamless project collaboration. Also learn how to set up media controls and purchase top ups. - [Managing Seats](https://docs.coloop.ai/docs/collab-and-access-management/managing-seats.md): Learn how to view and manage seats for people in your CoLoop organisation. - [Organisation Auto-Join](https://docs.coloop.ai/docs/collab-and-access-management/auto-join-organisation.md): This page provides a step-by-step guide to help you set up auto-join for your organisation. By following these instructions, you'll ensure that your colleagues can seamlessly connect to your organisation as soon as they create their CoLoop account. This setup makes onboarding straightforward and hel… - [Sharing Projects](https://docs.coloop.ai/docs/collab-and-access-management/sharing-projects.md): Discover how to share projects in CoLoop for real-time collaboration with your colleagues. This page explains how to share projects with other CoLoop users within your organisation’s workspace. - [Transfer a Project Copy](https://docs.coloop.ai/docs/collab-and-access-management/transferring-projects.md): Send a complete copy of a qualitative project to another CoLoop workspace. - [Sharing Analysis Grids & AI Chats](https://docs.coloop.ai/docs/collab-and-access-management/sharing-analysis-grids-ai-chats.md): Learn how to share analysis grids and AI chats in CoLoop to facilitate collaboration and manage access across your organisation. Learn how to share and manage access to analysis grids, AI chats, and the benefits of pinning chats for easy access and collaboration across your team. - [Managing Project Visibility ](https://docs.coloop.ai/docs/collab-and-access-management/managing-visibillity.md): This guidance document explains how to control who can see and access your project. You'll learn how to set initial visibility settings, adjust access for specific users, and manage permissions over time as your project evolves. - [Guest Access](https://docs.coloop.ai/docs/collab-and-access-management/guest-access.md): Learn how to include external collaborators in your CoLoop qualitative projects. Follow step-by-step guidance to invite colleagues from outside your organisation, granting them tailored editing permissions to ensure smooth and efficient project collaboration. - [Client Access](https://docs.coloop.ai/docs/collab-and-access-management/client-access.md): Share a password-protected, chat-only view of your project with clients. Create branded access links so clients can explore your research through chat without needing a CoLoop account. - [Enforcing a Storage Region](https://docs.coloop.ai/docs/collab-and-access-management/data-residency.md): Require all new projects in your organization to store raw data in a specific region. - [Recording Using CoLoop](https://docs.coloop.ai/docs/recording-live-interviews/getting-started.md): This guide will introduce the CoLoop Recorder, and describe how to capture your online interviews and focus groups when recording with Zoom, Google Meet, Microsoft Teams or Webex. - [Troubleshooting](https://docs.coloop.ai/docs/recording-live-interviews/troubleshooting.md): Learn how to troubleshoot issues with the CoLoop recording bot. - [Security & Ethics - how does CoLoop remain secure](https://docs.coloop.ai/docs/compliance/security-and-ethics.md): Discover how CoLoop maintains robust security measures and ethical standards to protect user data. Learn about third-party vendor management, data localization compliance, and approaches to mitigate AI biases in research tools. - [What happens to my data when I upload it to CoLoop?](https://docs.coloop.ai/docs/compliance/coloop-and-my-data.md): Discover how CoLoop ensures the security and privacy of your uploaded data for market research. Learn about data storage, processing, compliance with SOCII and GDPR standards, and user control over data retention and deletion. - [Contact Support](https://docs.coloop.ai/docs/troubleshooting/contact-support.md) - [Ask the Community](https://docs.coloop.ai/docs/troubleshooting/ask-the-community.md): The CoLoop Community is a dedicated space for researchers to troubleshoot issues, share insights, collaborate, and stay updated on AI-powered research. - [FAQs](https://docs.coloop.ai/docs/troubleshooting/faqs.md): This document will take you through answers to frequently asked questions. - [Getting Started](https://docs.coloop.ai/docs/api/getting-started.md) - [OAuth Application Setup](https://docs.coloop.ai/docs/api/authentication/setup.md) - [OAuth Flow](https://docs.coloop.ai/docs/api/authentication/flow.md) - [Zoom](https://docs.coloop.ai/integration/integration/zoom.md): Learn how to add CoLoop to a Zoom meeting, record interviews, and upload to a project instantly. - [Google Meet](https://docs.coloop.ai/integration/integration/google-meet.md): Learn how to add CoLoop to a Google Meets meeting, record interviews, and upload to a project instantly. - [Teams](https://docs.coloop.ai/integration/integration/teams.md): Learn how to integrate your Microsoft Outlook calendar with CoLoop, allowing you to schedule in advance and automatically upload and record in CoLoop. - [Webex](https://docs.coloop.ai/integration/integration/webex.md): Learn how to add CoLoop to a Webex meeting, record interviews, and upload to a project instantly. - [One Drive](https://docs.coloop.ai/integration/integration/one-drive.md) - [SharePoint](https://docs.coloop.ai/integration/integration/share-point.md): Import files and whole projects from SharePoint into CoLoop. - [Box](https://docs.coloop.ai/integration/integration/box.md): Import audio and video files from Box into a CoLoop project. - [Field Notes](https://docs.coloop.ai/integration/integration/field-notes.md): Learn how to seamlessly integrate entire projects from Field Notes into CoLoop for analysis. Follow these steps to export data from Field Notes in a CoLoop optimized JSON format, upload it to CoLoop, and utilize the briefing document to provide context for enhanced AI analysis. - [Qualzy](https://docs.coloop.ai/integration/integration/qualzy.md): Learn how to seamlessly integrate entire projects from Qualzy into CoLoop for analysis. Export data from Qualzy in a CoLoop optimized Excel format, upload it to CoLoop, and utilize the briefing document to enhance AI analysis with contextual information and project objectives. - [Recollective](https://docs.coloop.ai/integration/integration/recollective.md): Discover how to leverage CoLoop for analyzing Recollective projects. Export text, video, and photo data from Recollective, import it into CoLoop, and optimize your analysis workflow. Ensure compliance with privacy standards by excluding unnecessary participant photos and emails from exports - [Discuss IO](https://docs.coloop.ai/integration/integration/discuss.md): Learn how to upload interview transcripts and videos from Discuss IO to CoLoop for analysis. Follow these steps to export your data from Discuss IO and seamlessly integrate it into CoLoop for transcription, content analysis, and more. - [incling](https://docs.coloop.ai/integration/integration/incling.md): Learn how to easily export your data from incling and upload it to CoLoop. Our step-by-step guide covers exporting data, supported activities, and uploading files, ensuring a seamless transition for your projects. - [Yazi](https://docs.coloop.ai/integration/integration/yazi.md) - [Dscout](https://docs.coloop.ai/integration/integration/dscout.md) - [Listen Labs](https://docs.coloop.ai/integration/integration/listen-labs.md): Import Listen Labs survey data into CoLoop for qualitative analysis using AI-powered grids and chat. - [Tellet](https://docs.coloop.ai/integration/integration/tellet.md): Connect Tellet to CoLoop so you can send completed Tellet interview transcripts into a CoLoop project for analysis. - [What's the difference between the grid and the chat?](https://docs.coloop.ai/ai-skills-hub/advanced-analysis/ai-chat-vs-ai-grids.md) - [How do I write good prompts?](https://docs.coloop.ai/ai-skills-hub/advanced-analysis/writing-good-prompts/basics.md) - [Writing a Good Project Description](https://docs.coloop.ai/ai-skills-hub/advanced-analysis/writing-good-proj-desc.md) - [Open Ended Data](https://docs.coloop.ai/ai-skills-hub/advanced-analysis/open-ended-data.md) - [Comparison with ChatGPT](https://docs.coloop.ai/ai-skills-hub/advanced-analysis/comparison-with-chatgpt.md) ## Optional - [Book a Demo](https://www.coloop.ai/contact?utm_source=docs&utm_medium=sidebar) - [Community](https://community.coloop.ai/users/sign_in) - [Back to CoLoop](https://app.coloop.ai)