Segmenting Studies for Improved Chat Feature Data Retrieval

·
·

In an effort to get the chat feature to return more useful data, I need help segmenting various studies. to add context, I do a variety of studies such as benchmarking, discovery, usability and concept testing. The issue I run into is that when asking a question, that would go across various studies, like "what do people think of the images" I dont want the system to look at concept testing studies because those are not relevant. Is the solution to this a Field in the system to identify the type of study. Also, how do i prevent old findings that are out of date from showing in the chat feature? I would assume a date filter but not sure.

  • Avatar of Sara Riedel
    Sara Riedel
    ·
    ·

    I don't think this is the best way to do this, but recently I was looking to produce a similar result and this is what I did... I set a field in my interviews to segment them the way I wanted to (in my case, persona type, in yours study type). I opened a canvas and added highlights filtered by the persona type + pain points (in your case, your study type field and a tag or tags). Added all of those highlights to an insight. Then opened the insight and used the chat that's specific to the insight. This is pretty round about, but worked well!

  • Avatar of Brian
    Brian
    ·
    ·

    interesting, let me give that a try. thank you. :)

  • Avatar of Benjamin Humphrey
    Benjamin Humphrey
    ·
    ·

    Hey Brian at the moment chat doesn't filter based on anything other than the context of what you're looking at (e.g a folder or a project or a channel). More advanced segmentation is something the team is exploring.