How to Analyze a Guide (Ask Qualta)

The Ask Qualta feature (also referred to as Guide Analysis) empowers you to quickly glean insights and answers from your conducted Guide interviews using AI. This powerful tool allows you to ask natural language questions about your interview data and receive AI-generated responses.

This article will guide you through accessing and using Ask Qualta, understanding its requirements, asking effective questions, and utilizing the various chat controls for in-depth analysis.

Select Guide

Navigate to the Guides page in the navigation menu.
Use the SEARCH bar to locate the Guide you want to analyze by name.

The Search bar in the Guides page.

Alternatively, use the sorting options to sort the Guide listing by Guide Name, Date Created, or Date Published.
Additionally, toggling the Show Archive button will display archived Guide entries.

The sort dropdown and Show Archive button in the Guides page.

Next, from the Guide listing, select the VIEW GUIDE button next to the specific Guide you want to analyze. This will direct you to the Guide's detail page.

The View Guide button.

Accessing Ask Qualta

On the Guide’s detail page, click the Ask Qualta button (a brain icon) located in the upper right corner. You can also use the following keyboard shortcuts:

Mac: Command + I
Windows: Control + I

The Ask Qualta button.

This will open the Ask Qualta panel.

If you do not have a Pro or Enterprise plan, you will see a 'Pro' badge next to Ask Qualta and a message prompting you to upgrade to access this feature.

Ask Qualta is only available to Pro and Enterprise plan subscribers.

The Ask Qualta panel displaying a message that Ask Qualta is available with a Pro plan.

Additionally, Ask Qualta requires at least one interview to have been conducted within the Guide.

If there are no interviews, you will see an alert stating that Ask Qualta will be available after the first interview is conducted.

The Ask Qualta panel showing alerts that the Qualta Summary and Ask Qualta become available after the first interview is conducted.

Once you meet these requirements, you can begin asking questions in the Ask Qualta panel.

The Ask Qualta panel with the Ask Qualta chat ready to accept questions.

Asking Questions and Getting AI Responses

Once the Ask Qualta panel is available, you can begin to ask questions about your Guide’s interview data.

Type your question in the text box at the bottom of the Ask Qualta panel. For example, you might ask: “What do users think of the Bluetooth connectivity?”
Submit your question by pressing Shift + Enter on your keyboard or by clicking SUBMIT.

The Ask Qualta panel showing a question entered in the input field and the Submit button ready to send it.

The AI will take a moment to process your question. Once the response is ready, an AI-generated response based on your interview data will appear in the Ask Qualta chat.

The Ask Qualta panel displaying an AI-generated response to a submitted question.

Reviewing Source Interviews

After Ask Qualta provides a response to your query, you have the option to review the specific interviews that contributed to the AI’s answer.

Locate and click the Open Interviews button at the bottom of the AI’s response.

The Ask Qualta panel displaying the Open interviews link below an AI-generated response.

This action opens and expands the relevant interviews within the Interviews tab of the Guide’s detail page, which is visible in the background.

The interview associated with the AI-generated response opened after selecting the Open interviews link.

To view these interviews in their full context, you will need to close the Ask Qualta panel (your current session will be preserved, allowing you to easily reopen it and continue). You can do this by:

Clicking the X button at the top right of the drawer.
Using the keyboard shortcut (Command + I on Mac or Control + I on Windows).
Clicking on any empty space outside the Ask Qualta panel.

The Ask Qualta panel displaying the keyboard shortcut and the Close button used to close the panel.

The interview transcript opened from the Open interviews link, displaying the conversation between the interviewer and respondent.

Once you have reviewed the interviews, you can reopen the Ask Qualta panel to return to your chat dialog and continue your analysis.

Managing Your Chat Sessions (Chat Controls)

The Ask Qualta panel includes several controls within the text area to help you manage your chat sessions effectively.

Copying Chat Transcripts

Click the copy to clipboard button in the text area at the bottom of the Ask Qualta panel.
This action copies the entire chat transcript to your clipboard, allowing you to paste it into another document or application.

The Ask Qualta panel highlighting the Copy button below the question input field.

Clearing the Chat

Click the brush button located in the text area at the bottom of the Ask Qualta panel.
This will clear all previous messages from the chat window, preparing it for a fresh Ask Qualta session.

The Ask Qualta panel highlighting the brush button used to clear the chat.

Reviewing Ask Qualta History

The Ask Qualta panel includes an Ask Qualta History panel that allows you to review your past analysis chat sessions.

Accessing History

Click the History button located in the text area at the bottom of the Ask Qualta panel.

The Ask Qualta panel highlighting the History button used to view previous Ask Qualta conversations.

The Ask Qualta History panel will open within the Ask Qualta panel, displaying a list of your previous Ask Qualta chats.

The Ask Qualta panel displaying the Ask Qualta History panel with a list of previous Ask Qualta chats.

Managing History Entries

Click on any history entry to expand it and view the full chat transcript.
Click the copy to clipboard button next to a history entry to copy its transcript to your clipboard.

The Ask Qualta History panel displaying an expanded history entry with its full chat transcript and the Copy to Clipboard button.

Resuming Analysis from History

To resume a past analysis session, click the Resume button next to the desired history entry.
This action will repopulate the main chat window with that specific past chat.
When you ask a new question, the AI will use the context of that resumed chat to inform its answer. Any subsequent questions and AI responses added to this resumed chat will update that particular history entry, ensuring your analysis record remains current.

The Ask Qualta History panel highlighting the Resume button used to resume a previous Ask Qualta chat.

To close the Ask Qualta History panel and return to the main Ask Qualta panel, click the X button located at the top of the Ask Qualta History panel.

The Ask Qualta History panel highlighting the Close button used to return to the Ask Qualta panel.