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How to generate high quality reports with Iris

Jacob Tyree avatar
Written by Jacob Tyree
Updated over 4 months ago

Overview

You can generate a report using one of our prompt templates.

But because each brand is different, we suggest looking through the Brand Insights page first in order to familiarize yourself with the data.

Brand Insights

Themes and categories

Each analysis theme (e.g. benefits, praises, goals) includes a list of up to 100 categories.

You can explore each category in detail by clicking the "View Quotes" button to open a popup showing a list of the exact words and phrases that customers used relating to that specific category.

You can expand each quote to read the entire review if you need more context. If other insights were found in the review, the review text will be underlined with a different color and the insights will be listed below the review.

Quick Chat

If you're looking for something specific that can't be easily categorized, you can start by asking Iris in the Quick Chat to help you with the search.

You can ask Iris any question regarding the data to help you identify the key information quicker.

Iris can perform two types of searches:

Semantic Search

This is a "Smart Search" that understands what you mean, not just the exact words you type. It's perfect when you're looking for very specific insights that might be in multiple categories or which might be phrased in a different way.

For example if you want to find all reviews mentioning shipping, with a regular search you would only find reviews with the word "shipping":

  • Misses: "Delivery took forever"

  • Misses: "Package arrived damaged"

  • Misses: "Took 3 weeks to get here"

  • Finds: "Shipping was terrible"

But semantic search is able to understand that these terms are all related to shipping:

  • Finds: "Delivery took forever"

  • Finds: "Package arrived damaged"

  • Finds: "Took 3 weeks to get here"

  • Finds: "Shipping was terrible"

Category Search

This search is useful if you're looking for more generic themes and patterns. When performing this search, Iris gets a list of all categories and picks out the most relevant ones based on your question.

After identifying the right categories, it will read all of the insights before answering the question.

Creating a report

Once you're familiar with the data, you can ask Iris to generate a report for you.

For best results you should include the following information in your prompt:

  • What information you need and for what purpose (general customer research, copy ideas, customer persona creation, etc.)

  • What are the relevant categories and / or themes (to help Iris narrow down the search)

  • Output that you need (specific sections or comparisons)

This will provide Iris with enough context to create a better plan and deliver a better report.

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