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Analysis Sessions

Updated: May 8, 2026

Analysis sessions are interactive chats for analyzing conversation data. Ask a question in plain language and Perspective can search transcripts, count structured fields, create charts or tables, cite source conversations, and save useful outputs as highlights or pages.

For a whole Perspective, open Home in the sidebar, select a Perspective with conversations, and choose Analysis in the Results tabs. For one ended conversation, use Analyze from the conversation card or detail page.

What Analysis Can Use

For study-wide sessions, Perspective analyzes normal and simulated conversations. Preview conversations stay visible in results for testing, but they are excluded from analysis sessions.

Each session can draw on:

  • The conversation outline and research objectives
  • Summaries, tags, and trust assessment when available
  • Full conversation transcripts
  • Structured form data from Form Fields
  • Participant metadata from URL Parameters, invite context, and embedded links
  • Captured technical context such as country, city, timezone, platform, language, and device hints
  • Files attached to the analysis prompt

Start a Session

  1. Open Home in the sidebar and select the Perspective. Perspectives with conversations open in Results.
  2. Select Analysis in the Results tabs.
  3. Enter a question in Start New Analysis.
  4. Choose an available model if you need to change it.
  5. Add attachments when the analysis should consider an external file.
  6. Select Analyze.

You can also start from one conversation by selecting Conversations in Results, choosing an ended non-preview conversation, and selecting Analyze.

Good Questions

Use specific questions when you want reliable synthesis:

  • "What are the top objections from qualified participants?"
  • "Show a distribution of request types from the form data."
  • "Which participants mentioned pricing concerns? Include quotes."
  • "Compare high-trust and low-trust responses."
  • "What should we change in onboarding based on these conversations?"
  • "Create a table of the strongest feature requests with supporting evidence."

For broad questions, Perspective may combine qualitative search with quantitative counts. For exact names, phrases, or participant-specific follow-ups, ask for the precise term or segment you want checked.

Charts, Tables, and Assets

When a question produces countable categories, distributions, or comparisons, Perspective can create charts and tables inside the session. These outputs appear in the Session Resources sidebar and can be opened, versioned, and saved as highlights.

Ask for a chart or table directly when you know the format you want:

  • "Create a horizontal bar chart of the top five pain points."
  • "Make a table of ICP segment, count, average trust score, and strongest quote."
  • "Update the chart to combine similar onboarding issues."

When a chart or table is updated, the session keeps versions so you can move between earlier and later outputs.

Sources and Citations

Qualitative findings can include clickable citations. A citation opens the source conversation, highlights the referenced message when possible, and lets you read the full transcript in context.

Use citations to verify that a finding is grounded in participant language before you share it. If a result feels too broad, ask Perspective to "show the cited examples" or "narrow this to the strongest evidence."

Save and Share Outputs

Use the message actions under an assistant analysis response to save or copy it:

  • Highlight saves the response to the Highlights tab and the session sidebar.
  • Create Page creates a shareable public page from that response.
  • Copy copies the response text without citation markup.

If the session already has pages, Create Page also lets you update an existing page. Updating replaces that page's content with the selected response.

Open the Session Resources sidebar to review highlights, pages, charts, tables, source conversations, and cited evidence. From there you can edit, share, or delete saved items.

Permissions and Credits

Anyone with read access to the Perspective can create analysis sessions. If analysis credits are enabled for the workspace, starting a new session can be locked when the workspace does not have enough credits.

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