What are AI Notes?
AI Notes on Looppanel is a feature designed to automatically summarize key parts of your user interview as notes. These notes are then assigned to the relevant questions in your Discussion Guide, providing a clear, concise summary of responses.
👉 If you don't have a discussion guide yet, you can refer to our article for steps on how to create discussion guide on Looppanel.
Why are AI Notes helpful?
AI Notes act like a virtual research assistant, taking notes on your behalf. This feature can save you significant time during and after interviews by organizing and summarizing responses automatically.
Example of AI Notes
To give you a sense of how AI Notes look and function, you can find an image of an AI Note below and a live example here: https://app.looppanel.com/share/session/jnaEi8Q090R0acn308sU.
How to Generate AI Notes on Looppanel
Creating AI Notes on Looppanel is easy:
Step 1: Add your Discussion Guide.
Although this step is optional, adding your discussion guide allows us to auto-allocate your notes by question. This makes the AI notes much more powerful for you!
👉 To add a discussion guide to your project, follow these steps: https://intercom.help/looppanel/en/articles/8146331-how-to-add-a-discussion-guide-to-a-project-on-looppanel
Step 2: Call Upload or Recording
The first step towards generating AI Notes is uploading a call or having Looppanel record the call for you.
Click the 'Upload' button inside your project or on the home screen to upload a call.
Step 3: AI Note Generation
After the call has been uploaded or recorded, Looppanel's AI begins its work. It processes the recording and automatically generates the AI Notes in a few minutes.
🕐 Wait Time: Allow for a procesing period of approximately 10-15 minutes. During this time, the AI system analyzes the conversation and generates the notes for you.
How AI Notes Appear in Looppanel
AI Notes appear in your Looppanel workflow in several ways:
Transcript highlights: AI Notes are marked as highlights within your transcript. This provides you with immediate visual cues to essential insights.
Click the “AI note” icon next to your transcript to jump to the relevant summarized note on the right hand side.
Right-hand side (RHS) display: Alongside transcript highlights, AI Notes can also be found on the RHS of your screen. This ensures they are accessible at any point during your review.
Click the “play” icon next to your note to jump to the transcript section it’s summarizing
Tagging & Making Video Clips
On Looppanel, we provide you with the ability to tag AI Notes or create clips from them.
👉 If you need help with video clips from AI notes, refer to our support article here: https://intercom.help/looppanel/en/articles/8146301-how-to-create-video-clips-on-looppanel
Limitations of AI Notes
While AI Notes are a powerful feature, there are some limitations to bear in mind:
AI Notes are currently only available in English.
The quality of guide assignment is dependent on how descriptive your guide is. Single-word sections can confuse the AI model. For example, using 'Taxi' as a section might result in less accurate notes than using 'What is important for you when booking a taxi?'
Maintaining language consistency between your discussion guide and the language used during the interviews enhances the performance of AI Notes. For example, if you use an abbreviation like 'RFP' in your conversation but not in the discussion guide (or vice-versa), the model will have a harder time allocating your notes correctly.
If some sections in your discussion guide repeat or are very similar, this can impact guide assignment accuracy. Try to include context in your questions to improve results.
The AI Notes feature is optimized for user interviews. Sessions that don't follow this format may experience lower accuracy or quality.
In general, think about the AI note-taker like a junior research assistant or a lay person. If someone with less than complete context on your business can map the notes to the right question correctly, the AI model will as well.
Got feedback on AI notes? Drop us a note at [email protected]
Security
At Looppanel, we prioritize data security and privacy. We only use external summarization models that do not use your data to train their algorithms. You can rest assured that your data remains private and secure.
Still have questions?
Reach out to us at [email protected]