Keatext is able to unify customer feedback from multiple channels such as surveys, social media, help desk tickets, emails, chat logs and call centre transcripts. You can combine multiple data sources into your analysis project by uploading each source in a separate file—doing this will help you build a 360-degree view of your customers.
CSV files and Keatext
For Keatext to analyze your data and achieve the best results possible, that data needs to be uploaded from a CSV file. In this case, a CSV file is a comma-separated values spreadsheet—tabular data separated by a comma delimiter.
For analysis purposes, a typical CSV file should be structured into clearly marked column headers with at least one column containing customer comments and, if available, metadata. Including metadata is optional but will unlock more reporting features.
Here is an image example of a CSV with three data fields in columns—Date, Review and City—each separated by a comma.
The first row is a list of field names. Each subsequent row contains a record. In this case, a record is a comment made on a given date about a certain apartment rental.
Keatext analyses feedback data by looking for a Topic and Indicator, that is, an opinion on a given topic, which the system can assign a sentiment to. For example, comments can be in one column and additional metadata, such as dates or commenter ID number, in another column.
Check feedback data
Keatext’s machine learning algorithm is specifically trained to extract customer feedback, finding the relevant topic and its Indicator companion. Any data source that includes feedback data is suitable for Keatext analysis.
When preparing your CSV for upload make feedback data top of mind, ensuring that:
- At least one column contains feedback data.
- Each dataset has 1000+ data points, for best results.
- Each column corresponds to one question and each row to one respondent.
- Feedback is in sentences rather than yes/no answers or one-word answers. This form of commentary is essential to how Keatext analyzes data.
- Comments are written in English or French, with only one single language per comment row.
- Comments from social media are cleaned up to only include feedback on services or products, rather than extraneous sections of a social media post or thread.
- Non-feedback columns feature standardized responses, such as automatically generated pull-down menu options in a survey.
Configure your CSV file
Before uploading your data, check that your CSV file:
- Is well-formed. If something is not working, you can double-check this by running it through a tool like CSV Lint. (If you're trying to validate private data, tread carefully as CSV Lint keeps a public list of validation reports for data uploaded through a URL.)
- Does not exceed 100 MB.
- Is encoded in UTF-8. Changing your CSV to this format is an option when saving your CSV file.
- Uses a carriage return and a line feed (CRLF) for new lines.
Advice for uploading surveys
For surveys, CSV columns can correspond to answers to open-ended questions, demographics, and location.
Optimize surveys for data upload and AI analysis
You can improve both your survey completion rate and the AI analysis of your data when you:
- Limit the number of questions in the survey to less than 5.
- Include at least one open-ended question to create comment data.
- For more tips on survey creation, read Keatext’s blog post on designing user-friendly surveys with text analytics.
- When uploading the data include only one respondent per row.
Now that your CSV files are prepared, it’s time to import your data into Keatext.