Core Workflow
When to use text coding
When your survey includes open-ended questions ("Why did you choose this brand?", "Describe your experience") and you want to include those responses in cross-tabulations or charts.
Core Workflow
The workflow
Select a text variable in the Text Coding panel.
Choose the open-ended question you want to code.
Generate themes.
The AI reads responses and proposes a codebook of themes.
Review and edit themes.
Rename, merge, split, or add themes manually.
Classify responses.
The AI assigns each response to one or more themes, with confidence scores.
Review classifications.
Manually override or correct assignments.
Publish.
The coded themes become a new categorical variable in your dataset.
Core Workflow
AI-assisted coding
- Theme generation uses the AI to identify patterns across all responses.
- Classification assigns themes per response with a confidence indicator.
- You control the final codebook — the AI proposes, you decide.
- Requires an active AI provider (BYOK or hosted).
Core Workflow
Manual overrides
- Click any response to change its theme assignment.
- Add new themes not suggested by the AI.
- Corrections are preserved if you re-run classification.
Core Workflow
Using coded data
Once published, the new variable appears in the Variables list with type C (Categorical). You can:
- Drag it into tables as rows or columns.
- Cross-tabulate it against demographic or other variables.
- Chart it like any other categorical variable.