Introduction to AI Themes

AI Themes automates identifying and categorizing key themes, sentiments, and emotions from participant responses and bringing forward significant quotes that support these identified themes. This tool ensures consistent interpretation by eliminating subjective biases and uncovers hidden insights that might be missed through manual analysis. With AI Themes, researchers can focus on interpreting results and making informed decisions rather than getting bogged down in the laborious details of data processing. 

Using AI Themes

When AI is enabled, Analysts and Moderators will see an additional tab under the Summary section of their study labeled AI Themes. Once participant responses have been received, Admins will see the AI-detected themes being raised across the entire study by default, along with the higher-level categories they fall under, sentiments, and emotions.

The overview at the top of the page displays the overall metrics for Theme Sentiments, Theme Categories, Themes, and Verbatims.

💡 AI Themes includes data from all task responses in Standard and Journal activities. This includes:

  • All text-based responses
  • Audio/Video/Screen recording transcripts
  • Media captions and annotations 

Filtering Data

Admins can filter by Activity, Task, Segment, and any combination of individual theme elements. The filters along the left are displayed as follows:

  • Theme Sentiment: A general attitude tied to a participant’s response (Positive/Negative/Neutral).
  • Themes: A descriptive topic or characteristic applying to a participant’s response.
  • Theme Categories: A group of common Themes.
  • Emotions: Specific feeling(s) subjectively tied to a participant’s response. 

When one or more filters have been applied, the associated theme elements and Verbatims will update accordingly.

Reviewing Verbatims

Each verbatim card highlights the associated Theme, Theme Category, and Emotion. Admins can sort the list of verbatim items from most recent to oldest or search for keywords to refine the list. Each verbatim can be copied and linked back to its original response in a new tab.  

Exporting Theme Data

Users can either export theme data for the entirety of their study or export the filtered data when filters have been applied. The export will be in Excel format, with each row representing an individual verbatim and the corresponding theme data, including:

  • Theme
  • Theme category
  • Sentiment
  • Emotion
  • Reference to the source
  • Participant profile data

Important Notes for Using AI Themes

AI Themes is designed to enhance your data analysis experience by identifying key themes from your qualitative data. To ensure you get the most out of this feature, please keep the following points in mind:

  • Supported Activities: Currently, AI Themes support Standard and Journal Activities only.
  • Data Inclusion: Data collected before the availability of this feature may not be included in the analysis. The timeframe of included data will be identified for affected studies on the study's AI Themes page.
  • Open-Ended Responses: Themes are generated exclusively from open-ended response data, which includes task inputs, descriptions, annotations, and media transcripts.
  • Accuracy: While AI Themes aims for high accuracy, it may occasionally make errors. Your feedback is crucial in helping us refine and improve this feature.

Frequently Asked Questions

Please refer to Recollective AI: Privacy & Data Security FAQ for questions surrounding Recollective AI data security. 

  • Does AI Themes offer real-time analysis? 
    Yes, themes are generated as participant responses are submitted.
  • Can I edit or add to the AI's themes? 
    Currently, you cannot edit or add to the AI-generated themes. Customization options are being considered for future updates.
  • How is emotion analysis conducted? 
    Emotion analysis is based solely on text or transcripts from responses and transcribed audio or video. We do not analyze emotions directly from audio, video, or images.
  • What study data is NOT included in AI Themes? 
    AI Themes does not currently include data from Discussions or Live Video Activities. Additionally, as themes are generated from text or open-ended responses, tasks such as our Poll tasks are not included. 
  • Will AI Themes include historical data? 
    New data from Standard and Journal activities and some previously collected data before feature availability will be included. Data from archived studies will not be included.
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