Analysis
Top Tips and Prompting Advice
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.
- Top Tips Overview
- When to Use the Grids versus the Chat
- Prompting Dos and Don’ts
- Prompting Practical Tips
Top Tips Overview
When to Use the Grids versus the Chat
| Analysis Grid | AI Chat |
|---|---|
| Open analysis: “I’m not sure what I’m looking for just yet” | Closed analysis: “I know what sorts of things I’m trying to find or validate” |
| Good for exploring themes | Good for finding specific quotes / generating summaries |
| Based on one piece of evidence for every participant | Based on top N pieces of evidence |
| Can’t ask follow up questions | Can ask follow up questions |
Prompting Dos and Don’ts
✅ Rephrase your question: Just like with Google — if you don’t find what you’re looking for the first time, try asking differently. ✅ Ask specific questions: CoLoop uses your prompt and project description to find answers. If it’s unclear what to look up, the answer won’t be helpful. ✅ Ask simpler questions: CoLoop considers one thing at a time. If you ask three questions at once, the response will be less detailed than if you asked them one by one. ❌ Don’t ask quantitative questions: The AI chat isn’t reliable for “how many” or “how much” questions — use the analysis grid instead. ✅ Always check the full evidence panel: The quote you’re looking for might not be at the top — scroll to review everything. ✅ Use filters when possible: Segment filters reduce the amount of data CoLoop processes and improve accuracy. ✅ Reset the chat: When changing topics, reset the chat to avoid carryover from earlier questions.Prompting Practical Tips
| Guidance | Example |
|---|---|
| Be Specific | What are good quotes to support the idea that participants found the packaging difficult to open? |
| Break up complicated prompts | What are the main advantages of concept A? |
| Provide Examples | Find me some similar quotes to this one “ “ |
| Use Quotes | Did anyone mention “Product X” in their responses |
| Use Segments | What are some quotes from @non-users to support the idea that … |
| Tell CoLoop how to answer | What are some of the main concerns participants expressed? Answer in a bulleted list. |
| Give CoLoop feedback | Improve your last response by adding more detail about X |