Getting Started

Introduction to QInsights

What QInsights is, the principles behind it, and how this documentation is organized.

On this page

QInsights is an AI-powered platform for qualitative data analysis. It is built for researchers, evaluators, consultants, and insight teams who work with unstructured data such as interview transcripts, focus groups, open-ended survey responses, reports, audio, and video files.

Human Judgment Stays in Control

QInsights was built on a simple idea: AI can support qualitative analysis, but it should not replace the researcher's judgment. Good analysis requires interpretation, reflection, and methodological care. QInsights is not a one-click solution that produces polished answers without showing how they were reached - it is an interactive analysis environment where AI supports you in exploring patterns, asking focused questions, comparing perspectives, and developing insights that stay linked to the underlying data.

You remain in control at every step: defining the focus, reviewing responses, checking references, refining questions, and deciding how to interpret the results.

Transparency by Design

A central principle of QInsights is transparency. Insights generated in the platform are grounded in the uploaded material and linked back to the original data segments used to support them. This lets you inspect, validate, and challenge the output rather than simply accept it - a form of human-AI collaboration that combines the speed and pattern-recognition of AI with the contextual understanding and responsibility of the researcher.

What You Can Do in QInsights

  • Upload and organize interviews, focus groups, reports, audio, video, and survey data
  • Add metadata (respondent or document characteristics) to support filtering and comparison
  • Explore themes, analyze conversations in depth, and compare responses across cases
  • Follow up on emerging findings through dialogue with Q, your AI assistant

Whether you're working on academic research, evaluation studies, market research, or organizational learning, QInsights provides a structured environment for turning unstructured data into defensible insights.

How This Documentation Is Organized

This guide follows the order you'll actually work through a project in QInsights - get oriented, prepare your material, set up a project, configure context, then analyze. Steps that look similar but sit at different points in that workflow are still covered as separate pages, since what you do is different even when the topic (for example, transcripts) is the same - only the top-level grouping below has been simplified:

  • Getting Started - what QInsights is, supported formats and languages, data security, and the Anonymizer tool
  • Preparing Your Documents - how to format audio/video, transcripts, and Excel files before you upload them
  • Project Setup - creating a project, uploading each file type, and reviewing the project view once files are in
  • Data Context - speaker roles, and respondent and document profiles
  • Analysing Data - selecting documents or subsets for analysis, including spreadsheet-specific selection and filters
  • Analysis - an overview of the five analysis options, the Analysis Archive, and a dedicated page for each mode: Theme, Conversational, Guided Conversational, Grid, and Sentiment Analysis
  • Working with Q - prompting strategies and analytic question templates for getting more out of your AI assistant
  • Account and Team - collaborating with colleagues, and managing your profile, billing, and team licence
  • Help and Resources - common issues, support routes, and further reading

Next: read about data security and privacy, or jump straight to preparing your documents.