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How do I use AI Workspaces?

AI Workspaces organize transcripts and documents in one place, letting you ask natural-language questions to quickly find themes, action items, decisions, and insights, with citations linking to relevant recordings and timestamps.

Written by Pamela Bondoc

Important Notes

  • AI Workspaces are available to Admins and Team Leads on eligible Sonix accounts.

  • Each AI Workspace is private to the person who created it. Other users, including other Admins, cannot access another user's AI Workspace.

  • Audio and video files must be successfully transcribed before they can be added to an AI Workspace.

  • You can also add PDF, DOCX, TXT, and Markdown files. Each document can be up to 100 MB.

  • You can analyze documents alongside transcripts. Document citations link to the source document and, when available, the relevant page.

  • AI Workspace responses are based on the transcripts and documents available in your Workspace.

  • AI-generated responses may include source citations that link to the relevant recording and timestamp, allowing you to verify the information.

  • AI-generated results should be reviewed against the original source material, particularly when the information is important or requires a high level of accuracy.

  • Multiple transcripts and documents can be analyzed together in an AI Workspace.

  • Workspace capacity and usage limits depend on your plan. If you reach a limit, follow the in-app guidance or contact Sonix Support.

What can I do with AI Workspaces?

Ask questions across multiple transcripts

Add multiple transcripts to an AI Workspace and ask a question in plain English. Sonix can use the transcripts in the workspace to provide an answer based on the available content.

For example, if you have a collection of interviews, you could ask:

What were the most common concerns mentioned across the interviews?

Sonix can analyze the available sources in the Workspace and provide an answer based on the information found in those sources.

Analyze documents alongside transcripts

AI Workspaces can analyze supported documents together with your transcripts. You can add PDF, DOCX, TXT, or Markdown files up to 100 MB each.

For example, you could add customer interview transcripts along with a research brief or product requirements document and ask:

What customer concerns mentioned in the interviews are also addressed in the product requirements document?

Document citations can link back to the source document and, when available, the relevant page.

Verify answers using source citations

AI Workspace answers include references to the source material. You can use these citations to identify the recording and timestamp where the information came from.

This makes it easier to verify an AI-generated answer by going directly to the relevant point in the recording.

Use pre-built prompts

AI Workspaces provide pre-built prompts for common analysis tasks. These can help you quickly:

  • Extract action items

  • Identify key themes

  • List decisions

  • Find open questions

  • Summarize individual speakers

  • Analyze sentiment

Create custom AI prompts

You can also create your own prompts to ask specific questions or extract particular information from your transcripts.

For example:

What product features were requested by customers? Group the requests by topic and include the relevant timestamps.

Custom prompts can be useful when you need to perform the same type of analysis repeatedly across different transcripts.

Analyze entire folders

Folder-level analysis allows you to analyze a collection of transcripts at once. This can help you identify aggregate insights, recurring themes, and patterns across interviews, meetings, research projects, or other groups of files.

Generate summaries

AI can generate summaries of your transcripts to help you quickly understand the key points, decisions, and action items without reviewing the entire recording.

Summaries can be generated in paragraph or bullet-point formats.

Create chapters

AI can automatically organize long transcripts into logical chapters with timestamps. This allows you to quickly navigate to specific topics or sections of a recording.

Identify themes

Thematic analysis helps identify recurring themes and patterns across your content.

This can be particularly useful for research interviews, focus groups, customer feedback, and other qualitative research.

Analyze sentiment

Sentiment analysis helps identify the emotional tone of conversations and changes in sentiment throughout the discussion.

Detect topics

Topic detection identifies subjects discussed in your transcripts and helps organize them so you can find specific discussions more easily.

Detect entities

Entity detection can identify information such as:

  • People

  • Organizations

  • Locations

  • Dates

  • Other entities mentioned in your transcripts

Step-by-Step Instructions

  1. Log in to your Sonix account.

  2. Make sure the audio or video files you want to analyze have been transcribed.

  3. Open AI Workspaces from your Sonix account.

  4. Create or open an AI Workspace.

  5. Add the transcripts or files you want to analyze to the workspace.

  6. Once your files are available in the workspace, enter a question in the AI Workspace prompt field.

  7. Ask your question using natural language. You can ask about one specific transcript or information across the transcripts in the workspace.

  8. Review the AI-generated response.

  9. Click the available source citation to go to the relevant recording and timestamp and verify the information.

  10. Continue asking additional questions within the same workspace as needed.

  11. Your conversations are saved, so you can return to the workspace and continue your research later.

Common Issues and Troubleshooting

Why can't I find AI Workspaces?

Make sure you are signed in to the correct Sonix account and that your account is eligible for AI Workspaces. AI Workspaces are available to Admins and Team Leads on eligible accounts.

If your account has moved to the Storage Plan, AI Workspaces are currently unavailable. Contact Sonix Support if you believe you should have access.

Why can't I access another user's AI Workspace?

Each AI Workspace is private to the person who created it. Other users, including other Admins, cannot access another user's AI Workspace.

Admins and Team Leads can use AI Workspaces on eligible accounts, but access to an individual Workspace is limited to its creator.

Admins may still have access to the underlying media, so access should only be granted to users who are authorized to view private or sensitive content.

What documents can I add to an AI Workspace?

You can add PDF, DOCX, TXT, and Markdown files to an AI Workspace. Each document can be up to 100 MB.

You can analyze these documents alongside transcripts and use citations to return to the source document and, when available, the relevant page.

Why isn't my transcript available in the AI Workspace?

Make sure the file has been successfully uploaded and fully transcribed before attempting to analyze it. If the transcription is still processing, wait until it is complete and try again.

Why doesn't the AI response answer my question?

Try making your question more specific and include instructions about the type or format of response you want. For example, ask the AI to group product improvements by theme and provide relevant timestamps rather than simply asking it to tell you about the interviews.

Why doesn't the AI-generated answer seem accurate?

AI-generated responses should always be reviewed against the original source material. Use the source citation provided with the response to check the relevant recording and timestamp.

How can I analyze more than one transcript?

Make sure all the transcripts you want to compare or analyze are included in the same AI Workspace or folder before submitting your question.

Why don't I see the AI Analysis option at the folder level?

On new subscription plans, the folder-level AI Analysis option is being phased out as an expected product change. Use an AI Workspace to organize related transcripts and perform AI-powered analysis across them.

Frequently Asked Questions

How do I analyze multiple transcripts at once?

  1. Add the transcripts you want to analyze to an AI Workspace.

  2. Make sure all relevant transcripts are included in the workspace.

  3. Ask your question in the AI Workspace.

  4. Sonix will analyze the available transcripts and provide an answer based on the information found across them.

  5. Review the source citations to see which recordings and timestamps support the answer.

For example, if you have 20 customer interviews, you could ask:

What are the three most common complaints across all interviews?

This allows you to identify common patterns without manually reviewing every transcript.

How do I analyze documents with transcripts?

Add supported documents to the same AI Workspace as your transcripts. AI Workspaces support PDF, DOCX, TXT, and Markdown files up to 100 MB each.

You can then ask questions that compare or combine information from your documents and transcripts. Document citations link to the source document and, when available, the relevant page.

How do I use AI Workspace citations?

When an AI Workspace response includes a source citation, the citation identifies where the information came from.

Click the citation to access the relevant recording and timestamp. You can then listen to the original recording and verify that the AI-generated response accurately reflects what was said.

We recommend checking the original source whenever the information is important or needs to be cited in a report, publication, legal document, or other high-stakes work.

Who can use AI Workspaces?

AI Workspaces are available to Admins and Team Leads on eligible accounts.

Each Workspace is private to the person who created it. Other users, including other Admins, cannot access another user's Workspace.

How do I use AI Workspace templates?

When you start an analysis, you can select a template for a common analysis task.

Available templates include:

  • Analyze key themes

  • Extract action items

  • Review decisions

  • Find open questions

  • Summarize speakers

  • Analyze sentiment

Select the template that best matches the type of information you want to extract. You can also ask a custom question if the available templates do not match your needs.

What is the difference between AI Workspaces and AI Analysis?

AI Workspaces provide a way to organize related transcripts and documents and analyze information across multiple sources.

AI Analysis provides AI-powered analysis of transcribed files, including features such as summaries, chapters, thematic analysis, topic detection, entity detection, sentiment analysis, and custom prompts.

On the new subscription plans, the folder-level AI Analysis option is no longer available. This is an expected product change and is not a bug.

Customers on legacy plans may still see the folder-level AI Analysis option, but it is not supported on the new plans.

Instead, use AI Workspaces to organize related transcripts and run AI-powered analysis across them. AI Workspaces are the recommended replacement for managing AI Analysis across related transcripts.

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For further assistance, please contact Sonix Support at [email protected] or through the chatbox located in the bottom-right corner of our website.

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