AI Computes

AI Computes lets you automatically extract insights from open-ended responses in your project. To create one, select an open-ended question, name the AI compute, and write your prompt. Once saved, AI Computes run like other computes and are processed during activation after regular computes.

Note: AI Computes cannot be disabled for a specific project. To prevent a project from sending data to OpenAI, do not create AI Computes for that project.

1: Creating AI Computes

1. Open the Administrate area, then select your project from the Projects page.

2. Select Variables from the left-side menu, then select AI Computes from the tabs available.

   

3. Select ADD AI COMPUTES GROUP.

   

4. Open the drop-down menu and select the open-ended question you want the AI to analyze. You can select imported questions or Compute questions. For example, you can choose a compute question to allow an AI Compute to process similar open-ended questions from multiple surveys together.

   Note: Computes are executed before AI Computes in the activation process. Therefore, AI Computes cannot be referenced within standard Computes.

   Toggle on Display question code if you want the question code to be displayed before the question in the drop-down menu.

   

5. After selecting the question, five additional fields display. Add the appropriate content to each field.

   

   • Predefined prompts (optional): Select from a drop-down list of predefined suggestions on prompts you can use. Selecting an option pre-fills the Question type, Question code, and Prompt fields. You can still change the content of these fields as appropriate.

   • Question type (required): Select the type of question you want to create.

   • Question code (required): Add the code for the question you are creating.

   • Question text (required): Add the text for the question you are creating.

   • Prompt (required): The prompt sent to the AI. If you select a Predefined prompt, it is populated here. You can modify the prompt as needed. Alternatively, you can specify your own prompt.

     Tip: Use a predefined prompt as the foundation for your prompt. The more information (context) you add to the prompt, the more likely you will get the desired output.

     Important: Prompts should only refer to the current response (that is, a single user's open-ended answer). The prompt must avoid referring to other answers or suggest performing aggregations of any type. There is no memory between answers processed, so if trying to apply categories, for instance, the prompt must provide the relevant list of categories and, ideally, synonyns. You can not ask the AI process to create a list of categories dynamically as this will lead to very large answer lists of limited value.

6. To create more questions based on the same open-ended question, (that is, within the same AI Compute group) use the plus sign on the right.

   

   To create a new question based on a different open-ended question, repeat these steps from step one.

7. To delete an unprocessed question, select the trashcan icon to the right of the question. To delete a processed question, see 3: Deleting Processed AI Computes.

   

   To delete all questions associated with a single open-ended question, select the trashcan at the top of the question set. The trashcan will not be available if the AI compute question has been processed. To delete a processed question, see 3: Deleting Processed AI Computes.

   

8. Once you have completed editing your AI Compute(s), select SAVE. The trashcan icon is replaced by an Active toggle. Once your AI compute processes all the data, the orange refresh icon is replaced by a green check icon.

   

Note: When identical requests are submitted to OpenAI, where the answers, question, and prompt are the same, Forsta Visualizations uses cached results. This reduces processing costs and ensures consistency across analyses.

Note: Using AI Computes in larger projects may result in longer processing times. You can monitor progress in the Activation Log (on the Data Sources page), which provides a detailed breakdown of the time taken for each step in the activation process.

2: Using AI Computes

To check that an AI Compute is active, while on the AI Computes tab, check that the Active toggle for that AI Compute is set to on. When set to on, the AI Compute is active and sending new responses to OpenAI. If the Active toggle is set to off, switch it on.

Prompts can be activated for up to 50,000 respondents in a data batch and per activation (the respondent limit is configurable per installation and may vary). For projects exceeding this limit, activate the data in your project multiple times on the Data Batches page.

Note: Using AI Computes in larger projects may result in longer processing times. You can monitor progress in the Activation Log on the Data Batches page, which provides a detailed breakdown of the time taken for each step in the activation process.

To stop processing an AI Compute question and keep the question and its answers in your project, set the Active toggle to off.

Note: When identical requests are submitted to OpenAI, where the respondent answer, question, and prompt are the same, Forsta Visualizations uses your cached results. This reduces processing costs and ensures consistency across analyses. Only cached data from your company is used.

To process changes made to the AI Compute question and its prompt, use the Process changes button or activate your data again. AI Computes are processed in every activation after you created them. Use the Activation Log to follow the process.

Within the activation process, these questions are created just before Calculating weight.

• Once your data is processed, the orange refresh icon is replaced by a green check icon. You can now use the processed AI Compute questions as normal questions within your project.

  

• To reanalyze all responses, modify the prompt slightly to trigger a new analysis of all relevant data.

3: Deleting Processed AI Computes

1. To delete a processed AI Compute from the project, open the Administrate area, then select your project from the Projects page.

2. Select Variables from the left-side menu, then select Questions from the tabs available.

3. Locate your AI Comput question, then use the trashcan to delete it.

   When you delete the question, as with any question you delete, the question and its answers should not be used anywhere in the project. If the question is in use, you cannot delete the question.

4. Deleting the AI Compute question from the Questions tab also deletes it from the AI Computes tab.