Optimal Workshop

Learn how to set up and analyze your qualitative insights workflow

Qualitative insights

How set up your Qualitative Insights study and create sessions

Set up your study and create sessions

How to set up tasks, questions and discussion points and use them as a guide during sessions

Add discussion points or tasks in the Discussion Guide

Add and manage tags

How to collaborate with team members and invite guest notetakers to your Qualitative Insights study

Collaborate with team members and invite guest notetakers

Setting up your study

How to capture observations in the Qualitative Insights tool

Take notes and capture observations

How to review your observation and prepare them for analysis in the Qualitative Insights tool

Review, tidy and structure your observations after the session

Import observations into our Qualitative Insights tool using copy and paste or our CSV file template.

How to import observations into the Qualitative Insights tool

Learn how to import interview transcripts into our Qualitative Insights tool to easily create and tag observations.

How to import transcripts into Qualitative Insights

Collecting data

An overview of analyzing observations using affinity map in the Qualitative Insights tool

Analyze your observations with the affinity map

How to read and edit observations on the affinity map in the Qualitative Insights tool

Read and edit observations on the affinity map

How to group observations in the Qualitative Insights tool

Move observations into groups

How to use search and filters for faster and more effective analysis on the affinity map in the Qualitative Insights tool

Speed up your grouping with search and filters

After creating your observation groups, you can review them in one place

Review your affinity map groups in table view

Learn how to use the theme builder and chord diagram in Qualitative Insights tool to explore data and save themes

Explore data with advanced filters in the Theme builder tab

How to export and download raw data and the affinity map

Download your raw data or affinity map

Analyzing data

Learn how to create and edit a new Insight in Optimal.

Create an Insight with or without AI

Learn about the flexible viewing options for Insights and how to communicate them with stakeholders

Analyzing & sharing your Insights

The choice is always yours whether to use AI for Insight generation. Learn how to set your preferences.

How to set your preferences for AI

Learn about the AI technology used to generate Insights in Optimal

How AI generated Insights work in Optimal

Learn about the measures in place to keep your data secure and private.

Data, privacy, and security for AI generated Insights

Learn about our approach to incorporating AI capabilities into Optimal

Our AI guiding principles

Learn more about how Insights work in Optimal and frequently asked questions.

Insights FAQs

Find out more about AI-powered Insights in Optimal and frequently asked questions.