Text Analytics Tutorials

Step by step tutorials explaining how to take full advantage of Keatext

At Keatext we built our text analytics tool with the mindset that managers should have direct access to fresh business insights whenever they need to make decisions about their market. We’ve produced a series of short tutorial videos to familiarize new users with our tool. You can watch them in order to get a quick onboarding session or use them as a reference when needed. For more in-depth information, you can also review the Keatext documentation.

1. How to prepare your dataset

By watching this video you’ll understand how to upload data into Keatext.  You’ll learn what kind of data you can input, what format you should use, and how to adapt to special formats such as surveys and social media for optimal results.  

Main Takeaways

  • before uploading data into Keatext manually, you’ll need to convert all your data into a CSV, UTF-8 encoding;
  • uploading metadata (such as dates, locations, unique customer IDs) will enrich your results because it unlocks extra features;

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2. How To Upload Your File

In this tutorial video you will familiarize yourself with the best way of setting up your data in Keatext before the analysis. It will highlight all the important fields to watch out for, and how to get the best results from the data you have.

Main Takeaways

  • if you have metadata containing dates, make sure to set “primary date” to take advantage of the trend feature
  • make sure all the data types have been identified correctly
  • only tick your customer comments for analysis, everything else will show up as filters

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3. Getting Started With Data Exploration

Find your business insights quickly by following the suggested flow. Watch this video to get an overview of navigation in Keatext. This is an excellent first glance at some main capabilities Keatext has to offer.

Main Takeaways

  • Keatext’s algorithm groups similar comments to show how common the opinions expressed are;
  • Going beyond sentiment analysis into intent identification, the system categorizes comments as praises, problems, suggestions, and questions;
  • Shifts in customers’ mindset are identified and highlighted as trends.

Further Support

  • Learn more about the various use cases by checking out our ebooks.
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4. How To Filter Your Data

Learn how to apply and combine filters to segment your customer data with precision. Each filter allows you to explore your data through a new perspective, adapting the solution to your unique use case.

Main Takeaways

  • All data categories you upload into Keatext become custom filters;
  • Layered filters can be saved in a “View” for later reference & reporting;
  • Explore various dimensions of your data with opinion filters, search and custom metadata filters.

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5. How To Customize Groups

Refine how the Keatext system groups together synonymous comments within your business context. Not only will this tutorial teach you how to refine your analysis, but you will also get an understanding of how to do this safely.

Main Takeaways

  • Individual topics or indicators can be merged from the specialized views;
  • Groups can be customized from the group view;
  • Dissolving or resetting groups will affect all accounts within an organization.

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6. How To Report On Your Findings

When it comes to reporting, Keatext offers a lot of flexibility. Share your insights with colleagues by creating reports from within the app. Alternatively, export your data to create custom reports or use advanced visualization tools.

Main Takeaways

  • Watchlists are reports the update automatically once you upload more data;
  • Keatext doesn’t hold your data hostage, allowing you to export a flat version of your analysis in CSV;
  • Create any type of visualization using Keatext’s exports and third-party visualization software.

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Are you ready to test out your new analytics skills?

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