Table of Contents
Predefined Roles
The Insight-lab.ai tool offers various roles that allow users to perform different types of analysis and content generation based on their specific needs and professional functions. These roles enable various end-users and decision-makers, such as marketers, product innovation teams, communication teams, and advertisers, to directly interact with data, a process also known as the “prompt your data” approach. After
selecting a role, users can fine-tune parameters relevant to that role,
including the output language. This allows the tool to be used not only by
qualitative market researchers but also directly by marketing people, product
innovation teams, and content developers to interact with unfiltered consumer
input.
Here’s an explanation of the roles available and how to use them:
Qualitative Research
This role is designed for qualitative market researchers and acts as an assistant. It is used to analyze, summarize, and interpret transcripts of in-depth interviews, focus group discussions, open-ended questions, or other consumer conversations. It can generate detailed reports, extract key insights, and pull verbatim quotes from transcripts.
Product Innovation
This role allows users to create innovative product and service concepts. It addresses the needs and wants of consumers as expressed in qualitative interviews or other consumer data. For example, it can use consumer data on chocolate consumption to create a concept for a new chocolate bar.
SEA (Search Engine Advertising)
This role focuses on generating concise and compelling content for Search Engine Advertising that resonates with the target audience. It can also be used to create Google ads based on scraped website content.
Content Writing
This role is for generating personal, specific posts or blogs for social media channels.
Extract Verbatim Quotations
Extract verbatim quotations from transcripts, illustrating a specific topic, statement or insight.
Analyze Open Ended
Analyse, summarize and categorize open ended survey questions and customer feedback.
How to use the roles
Using the roles in Insight-lab.ai involves a few steps:
1. Select Your Role: To change roles, navigate to the “Change Role” menu item within the application and then select the role that is most appropriate for your task.
2. Upload Data: Before prompting, you need to upload your relevant data. This can include interview transcripts (Word, PDF, Excel), audio files (mp3, M4A) which are automatically transcribed, or even scraped web links for content generation. For transcripts, it’s recommended they are well-structured, ideally in Word format, with uniform titles and clear indications of “Interviewer:” and “Respondent:”. You can also choose to automatically anonymize uploaded files to remove personal information like names or locations.
3. Answer Parameter Questions (if applicable): After selecting a role, the system may present a small number of parameter questions related to that specific role. One common parameter is selecting the preferred language for the chat output.
4. Prompt the Tool: Once the role is set and data is uploaded, you can interact with the tool using a freestyle prompting approach, similar to ChatGPT. It is crucial to make your instructions specific and precise, often indicating the desired length of the output document, the topic, and/or the context of the summary or analysis you want the app to perform. For example, you can prompt for a 400-word summary or request three verbatim quotations about a specific topic.
5. Review and Download Output: The tool processes the data and generates the output based on your prompt. The analysis usually takes 10 to 30 seconds, or longer for more extensive data. You can then review the generated report and download the full chat conversation or specific report elements in Word format for further fine-tuning.
The ability to switch roles and directly interact with specific domain data allows the tool to serve as a specialized data processing and analysis tool, moving qualitative consumer insights from static reports into the day-to-day work of marketing and product development teams.
