Report Chat Interface
Chat with your research data using natural language. Ask questions, explore findings, and uncover insights beyond the standard report.
Accessing Chat
Navigate to Analysis tab
Click Chat or Assistant
Start asking questions
Chat Panel Layout
Area | Purpose |
Message history | Previous questions and answers |
Input field | Type your question |
Suggestions | Common question starters |
Citations | Links to source responses |
Chat List Panel
View and manage multiple conversations.
Creating Chats
Click New Chat to start fresh. Each chat maintains its own history and context.
Switching Chats
Click any chat in the list to resume that conversation.
Chat Organization
Chats auto-title based on first question
Recent chats appear at top
Search across all chats
Voice Transcript Input
Use voice to ask questions:
Click microphone icon
Speak your question
Transcript appears in input
Send or edit before sending
Chat Streaming
Responses stream in real-time:
See answers as they generate
Don't wait for complete response
Cancel if going wrong direction
Report Chat Provider
The chat understands your specific data:
All survey responses
Generated personas
Identified themes
Quantitative results
Data Access
Chat can reference:
Individual responses
Aggregate statistics
Cross-tabulations
Qualitative themes
Creating Report Chats
New Conversation
Each new chat starts fresh with:
Full access to study data
No prior context
Clean slate for exploration
Continuing Conversations
Return to previous chats to:
Follow up on findings
Ask related questions
Build on prior analysis
Scoped Chat Layout
Chat is scoped to your current report:
Questions answered from this study only
Personas and themes available
Report context understood
Chat Suggestions
Starter Questions
Common starting points:
"What are the key findings?"
"Summarize the main themes"
"What surprised you about the data?"
Follow-Up Suggestions
After each response:
Related questions appear
Deeper exploration options
Alternative angles
Question Types to Ask
Exploratory
Understand broad patterns:
"What are the main reasons for dissatisfaction?"
"What themes emerge about pricing?"
"How do personas differ?"
Specific
Get targeted answers:
"How many mentioned sustainability?"
"What do people say about the mobile app?"
"How do Panel A and B compare?"
Comparative
Understand differences:
"How do satisfied vs. dissatisfied differ?"
"What distinguishes heavy users from casual?"
"How does perception vary by age?"
Summary
Get concise overviews:
"Summarize concerns about the new feature"
"What are the top 3 recommendations?"
"Quick overview of brand perception"
Effective Questions
Be Specific
Less Effective | More Effective |
"What do people think?" | "What do people think about our customer service?" |
"Tell me about the data" | "What are the main themes in open-ended responses?" |
Ask One Thing at a Time
Break complex questions into steps:
"What do people think about the price?"
"How does this compare to quality perceptions?"
"What do people say about competitors?"
Understanding Responses
Response Structure
Answers typically include:
Direct answer: Main finding
Evidence: Supporting data/quotes
Context: Caveats or nuances
Citations: Links to sources
Following Up
After each response:
Ask for more detail
Request examples
Explore related topics
Verify findings
Best Practices
💡 Tip: Start broad, then narrow. Begin with general questions, follow up on interesting areas.
💡 Tip: Verify important claims. Click through to original responses.
💡 Tip: Ask for examples. Request specific quotes to understand perspective.
💡 Tip: Explore contradictions. Ask about conflicting responses or minority views.