Overview
Auto Code uses Generative AI to automatically tag or code your open-ended responses. These tags are organized by category, allowing you to quickly visualize your data. See the big picture, or filter by tag(s) to dig into deeper analysis.
Included in this article:
How it works:
- From your Results page, click the Auto Code (BETA) tab.
- Choose a question to code from the drop-down menu.
- NOTE: It may take a few minutes for Auto Code to tag all responses, depending on the size of the dataset.
- NOTE: It may take a few minutes for Auto Code to tag all responses, depending on the size of the dataset.
- See responses and their tags (themes).
- On the left side of the screen, you’ll see Tags organized by Tag Category. You can collapse these categories to get a high-level view of your data.
- On the right side of the screen, you’ll see all responses (along with the % Agree scores for Ask Opinion and Branch Opinion questions). Each response will have about 1-5 tags that describe the content.
Filtering Responses by Tag(s)
To filter responses by tag(s), select one or more tags by:
- Selecting tags under the category drop-down menus on the left, or
- Selecting tags directly under individual responses
Tag and Tag Category Organization
Tag Categories are organized alphabetically, with the “Uncategorized” category at the very bottom. When you expand a category, you’ll see tags associated to that category organized by frequency; the tag that has the most responses will be listed first.
The “Uncategorized” category houses tags that don’t fit into any other category group.
Downloading Data (CSV)
To download this data (CSV), click Export Codes. You’ll receive two CSV files:
- One file shows all the responses and the tags associated with each of them
- The second file shows the tags and their organization into categories
These files are comprehensive files (inclusive of all responses, tags, and tag categories) regardless of what is filtered on the screen.
Getting a Sense of Spread
As you filter in specific tags and tag categories, you can always get a sense of which responses relative to the total are currently in view.
Auto Code displays two cues to give you a sense of spread.
- Response, Tag & Tag Category Count: Above the responses (right side of the screen), you’ll see some metadata that gives you a more quantifiable sense of spread for what’s filtered into view, for example:
- 34 of 100 Responses, across 5 of 15 Tags, within 3 of 6 Tag Categories
- Tag Category Dot Cues: Next to the categories (left side of the screen), you’ll see partially filled-in dot icons if some tags within the category have been filtered in; you’ll see a fully filled-in dot if all tags within the category have been filtered in. This helps you visually get a sense of which tag categories are currently being viewed when they are collapsed.
Searching Responses
Looking for specific responses? You can use the search box on the top right of the screen to directly search for keywords.
Under the Hood: How does the coding work?
At Remesh, our R&D team found that a combination of individual response processing with GPT in tandem with clustering models and further GPT refinement produced the best results. This ensures that categories found with a single tag are included in larger categories, and that those larger categories found encompassing many tag ideas are divided into more focused categories.
Auto Code Frequently Asked Questions (FAQs)
1. Why can’t I access the Auto Code (BETA) feature?
In order to use this feature, a Workspace Admin must grant access by navigating to the Data Privacy Page in Workspace Settings. There, the admin can enable all Generative AI features including Auto Code (BETA).
2. Can I edit the tags or categories?
Not yet, but soon! We’re working on the ability to edit, create, rename, and reorganize tags and categories.
3. What’s the difference between Auto Code, Common Topics, and Thematic Clusters?
While Auto Code, Common Topics, and Thematic Clusters all categorize responses, they are implemented differently.
- Auto Code is the only one that leverages Generative AI. It’s a descriptive and flexible way to categorize responses that are designed to enhance efficiencies and fit into your existing research process. Tags and Tag Categories will also be editable with a future update.
- Common Topics surfaces important keywords that frequently appear. It identifies themes by leveraging the similarity of single keywords or short phrases.
- Thematic Clusters organize responses into system-defined groups. It identifies themes by leveraging the similarity of full responses. You can compare differences, if any, between theme group responses and the demographics of the participants who supplied them.
4. Does Auto Code work for Merged Conversation Results?
A: Yes, you can use Auto Code for your Merged Conversation Results!
5. What conversation dates does Auto Code work on?
A: Conversations run on Jan 1, 2023 and beyond.