Genie for Interview Summaries, Questions, Themes, Quotes and Recaps

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Genie, Discuss’ GenAI assistant empowers research teams worldwide to capture multi-language insights in seconds. This brief guide will provide instructions on how Researchers can take advantage of Discuss Gen AI assistant for Live Research and Off-Platform Research. 

 

  • Genie supports 10 languages across 100+ countries to deliver recaps, summaries, and themes in English.
  • Project owners, editors, and collaborators can view and use Genie AI. Refer to the Project Level Permissions article for more details on permissions.
  • The Genie summary feature needs to be activated at an organization or project level. Learn more here.

 

Session Recap 

Genie automatically generates recaps alongside the transcript of each session on the Recordings page. This applies to Discuss Interviews as well as Off-Platform Research. 

To access Session Recap

  1. Login to your Discuss account & select your desired project
  2. Click on the Insights tab, then Recordings
  3. Locate your desired Interview from the left-hand panel
  4. Click on the Recap tab, located on the right side of your interview recording.
  5. View or Copy your Genie Recap by using the copy button.

 

 

Asking Questions

For sessions in our supported languages, you can select up to 35 transcripts and ask questions to Genie. You'll receive answers, themes, and quotes that are returned in English.

You can enter the questions that you want Genie to answer. Note that multiple questions can be asked & processed at the same time—but each question should be separate.

 

Instructions

  1. Login to your Discuss account and select your desired project
  2. Click on the Insights tab, then Summary(1) 
    • Alternatively, access Summaries from the right-hand panel in your project overview page
  3. Click on "Start New Summary"  from the top right dropdown menu or select a previous summary from the top left dropdown menu.
  4. Click on "Select Transcript"(2) and choose your desired transcripts
    • Keep in mind that any recordings from the Personal Meeting Room will not be included in the summary generation process.
  5. Add Concepts (3) 
    • This step is optional, if your project contains different concepts, you can add them here to help identify the responses to each concept. Eg. multiple ads, products, logos, or messages. Simply enter a label and a short description for each concept and ensure those labels are used by the moderators during the interviews.
  6. Add your burning questions (4) or select questions from your discussion guide
    • This step is optional, you can also generate a transcript without asking specific questions
  7. Add your "Research Objective"(5), which should detail the essence of your project.
  8. Click on Generate your summary!

 

After running the questions, you will be able to add a new question. Simply select the “+ Add New Question” button at the bottom of the page to add a new question and generate a new answer.

You can add up to 40 questions per summary.

 

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Themes, Quotes and Overview

Once a question is asked or a summary is generated you have access to 3 tabs.

There will be a narrative summary that pulls from all the transcripts selected (overview tab). The themes list highlights the top themes in the sessions and pulls key quotes (themes tab). All questions are answered with a summary and quotes pulled from the transcript (your questions tab)

 

If you want to delete a question, feel free to click on the 3dot menu located in the answer modal.

 

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You can take advantage of your Gen AI by adding summary quotes to highlight reels or generating clips from relevant themes provided by Genie. 

  1. Simply click on your desired quote under the "Your Questions" or "Themes" tab
  2. Click on "Play"
  3. Click on "Create Clip"

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Edit or Download Summary

When a GenAI summary is generated, project owners, editors & collaborators have more options.

From the change summary dropdown menu, they can:

  1. Start a new Summary.
  2. Rename Summary
  3. Change Research Objective
  4. Delete Summary
    • Deleting a session recording will also delete all related summaries to that session. 

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From the download dropdown menu, they can:

  1. Download Everything
  2. Download Themes only
  3. Download Quotes only
  4. Download Overview only

Summaries are downloaded in a .docx format

 

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Questions Guideline

Genie is optimized to answer your burning research questions. Here are some tips and tricks to get the best answers.

  • Ask only one question per text field. Multiple questions can be asked & processed at the same time—but each question should be separate.
  • To speed up your analysis time, ask a few questions at a time.
    • ex. “What were respondent perceptions of my product?”
    • ex. “Which concept had the most positive reactions?”
    • ex. “What were negative reactions to my brand?”
  • Genie does best-answering questions about what was said in the transcript.
  • Using questions pulled from the Discussion Guide is a great way to organize your interviews for analysis.
  • Avoid quantitative questions. Genie is optimized for answering questions from research interviews. It is not reliable for performing calculations like percentages or averages.

 

Additional Tips for Concept Testing

If your research involves testing multiple concepts in each interview, here are some additional tips to get the best results.

  • If your session involves message testing different concepts, specify which option you are asking about both before you ask the question and in the question itself. Ensuring that you have a common name applied to each concept across all of your sessions will help Genie generate the best answers.
    • ex. “Focus on Concept A. How did respondents react to Concept A?”
  • Ask Genie to compare concepts. Genie does great comparing reactions to different concepts.
    • ex. “There were 3 concepts shown. They are Concept A, Concept B, Concept C. What were the positive reactions to each concept.”

 

Research Objective Guideline

The summary focus should include details about your project it serves as a guiding beacon for Genie. It incorporates pivotal details about the project, thus instructing Genie on what to prioritize when making transcripts into summaries.

Picture a lengthy transcript from a focus group discussing a new product. If you're mainly interested in the challenges and recommendations, specifying this in the Summary Focus will ensure your summary is tailored to that theme.

  • To optimize results, frame your Summary Focus to complete the statement: “My summary should focus on ... ”
    • Food Delivery App Study: “My summary should focus on opinions and preferences for food delivery apps.”
    • Ad Campaign Analysis for XYZ Brand: “My summary should focus on reactions to different messages in the ad campaign.”
    • Product Feedback for ABC Brand: “My summary should focus on challenges encountered with the product and recommendations for enhancing the user experience.”

Brevity is Key - it might be tempting to list out everything, but it's vital to keep your focus concise. This clarity ensures that Genie remains on point.

Inclusivity -  Your focus can touch upon several elements. You might, for example, want your summary to consider both preferences and challenges.

Steer Clear of Segment Overload -  It's best not to include segment information unless it's a significant part of your transcript.

By clearly communicating what's crucial in a transcript, you can now harness Genie's power more effectively, obtaining summaries that resonate with your specific goals.

 

 

Genie Global Coverage

Language Currently Supported

The functionality supports both sessions conducted entirely in those languages and sessions that involved a simultaneous translator and were subsequently translated into English.

  • English
  • German
  • Spanish
  • Portuguese
  • French
  • Dutch
  • Italian
  • Mandarin
  • Japanese
  • Polish

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Data Privacy for Genie

Click here to learn about Data Privacy for Genie Summaries.

 

Genie for Off-Platform Research

To Summarize Off-Platform Research, simply :

  1. Upload Off-Platform Research
  2. Follow the instructions provided above
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