AutoThemes is a GroupSolver capability that finds similarly worded answers among respondents and groups them together as color-coded themes to be visualized in the reports. This allows researchers to recognize any commonalities among respondent answers easily. The AI Open-End Manager allows for these themes to be customized.
The AI Open-End™ Manager is an excellent place to begin before diving deeper into your visualizations. You can find it at the top of your Study design.
Modify your themes in the "Themes" view to contain groupings similarly worded to your preference. Then, navigate to the "Answers" view to mark answers as invalid or group similar answers together.
Themes
The AI Open-End™ Manager contains a multitude of options to customize. The best place to begin is by selecting the open-ended question you wish to view from the drop-down on the top left side.
Once you've selected the question you wish to view, themes (if there are themes to populate within the question) will appear. Themes are generated based on similarly worded ideas provided by respondents.
Themes are generated based on our Similarity Score threshold found within the "Run AutoTheme™" button at the top right of the page. The default is set to 0.5. To make answers more or less similar, move the scale in either direction.
Once you've adjusted the scale, select "Run AutoTheme™."
Note: It is best to run the Theme Builder and adjust the Similarity Score before you make any changes to the themes, as this will override any previous changes.
The themes will adjust to become more or less similar based upon the selected Similarity Score. You can modify these themes further by clicking the "pencil" icon when hovering over a theme.
Clicking on this icon allows you to modify the theme name, change the theme's color, and remove or add respondent answers to the theme.
You can also modify answers within a theme by clicking the arrow to the far right of the theme. This will open a list of answers currently included within the theme and their support strengths. By clicking on an answer, you can remove it from the theme, move it to another theme, or create a theme from scratch.
You can search for specific themes or answers by clicking on the search bar and typing key phrases.
Answers
The toggle shown as "Themes" can also be changed to "Answers." Click on this option to view all answers within an open-ended question's data pool.
The answer view allows you to see a broader scope of which respondent answers fall into themes and how many agreed-neutrals-disagrees they received during the evaluation phase.
Here, you can select the three dots next to an answer and "Create group" or "Make invalid."
Creating a group allows you to merge similarly worded answers into a group, with one answer acting as the representative answer. If there are respondent answers you believe to be similar enough to one another that they are not all needed, creating a group is a great option.
You can edit or delete a grouping by again selecting the three dots. Remove all answers from the group, and you'll now have the option to delete the group entirely.
If there is a nonsensical or profane answer that our system might not have caught or an answer that you do not want to appear within the reports, you can mark it as invalid, and it will appear at the bottom of the answer list. Hover over the answer to make it valid again.