Some of your text mining results may be more relevant than others. This data can be isolated using Filtersets. When you create a Filterset you have the choice to make it either Personal so it is visible only to you, or make it Organization-wide, allowing it to be  visible to anyone who has access to the Organization. 

You can also share Filtersets with people outside of your Organization, regardless of whether they have a Keatext subscription or not.

You don’t have to worry about contemporaneity, shared Filterset results will be updated automatically if new data is added to the Organization. 

Here’s an example: You launch a food delivery app. The app has price promotions regularly. Customers have mentioned that they have had problems accessing these promotions. At this point you don’t know if it’s a generalized problem with the way the promotions have been released to the customers or if certain customers lack the necessary technical skills to access them. You create a Filterset that isolates the Problems associated with the Tag “promotion” and you share it with the marketing department. As you add more data, each time both yourself and the marketing department view this Filterset, the results will be up-to-date. Overtime, you can see if these issues are getting more frequent or staying the same. This will help you both prioritize actions and catch problems before they become a crisis. 

You must save the Fiterset before you can share it. Read more about the kinds of filters available in Keatext here.

Sharing a Filterset

Below we have created a Filterset called “Promotion problems” that displays results related to discount issues.

Once your Filterset has been saved, select the “Share” button. Copy the link and send it to  those concerned. If you want to stop sharing simply select the “Unshare” button.

Limitations

Think of the shared link as a themed report that always reflects the most up-to-date information. 

The shared link provides you with a filtered view of the data. You will not be able to modify the Filterset, however you can toggle between Comments, Topics and Opinions, open and view related Comments and create metadata Correlations and see the level of interest over time.

Sharing Dashboards

Dashboards can also be shared. Select the three dots on the top left of your dashboard to duplicate, delete or share your dashboard.

Sharing a dashboard is useful so that stakeholders who don't have access to the Keatext app can see the dashboards and even click through to the records. It acts as a sort of "report".

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