Custom Themes give you the power to create your own categories, so you can better understand the specific needs of your customers. By selecting topics aligned with your industry's language, you eliminate complex workarounds and improve topic identification accuracy.
Defining your Custom Themes
To create a new custom theme for your account, head to Themes in the main navigation to open your theme library. Click the Create button, then choose whether you want to build a Standard theme or a Deep theme.
Creating a Standard Theme
To create a standard theme, start by giving your theme a Theme name. You can create as many groups as you need by clicking Add group and naming each one. For each group, you will set up rules to target specific semantic elements in your data; like setting "word equals good." Whenever you need to include extra conditions, just click Add rule.
You can preview how well your rules match your data by picking a dataset under Dataset context. This will show you all the verbatims that match the rules you set up in your group.
Creating a Deep Theme
To create a deep theme, start by giving your theme a Theme name. You can create as many groups as you need by clicking Add group and naming each one. Instead of entering keywords, phrases, and topics like you would with a standard theme, just write a natural-language description of the feedback you want to find, for example, "All mentions of food, drinks, and other items customers might buy at a stadium concession stand."
You have three tools available to help refine your deep theme:
Optimise Query: Uses AI to rewrite your description so it works better with the underlying vector search. You can review the suggested wording before using it.
Similarity Threshold: Controls how closely a verbatim must match the meaning of your description to be included. A higher threshold generally returns fewer, more closely related verbatims, while a lower threshold includes a broader range of feedback that might be less relevant.
Dataset Context: Lets you test your description and similarity threshold against a dataset. The preview shows examples of matching verbatims, helping you adjust your settings until the results reflect the exact feedback you want to capture.
You can also upload your Custom Themes in bulk.
Choosing Custom Themes from Explore
From the side panel, select an existing theme from the drop-down or create a new one by clicking the 'Create Theme' icon and then 'Create.'
Drag and drop the relevant items into the side panel to form your bespoke set of themes.
You can create sub-themes, by grouping different items that belong to the same theme. Use the drag-and-drop functionality to select and move the desired items.
Once your Custom Themes are ready, you can filter your topics to view your data by custom or standard topics.
