Better Qualitative Analysis with AI

We know AI can save researchers time. It can generate transcripts in minutes, cluster quotes into themes, and even draft summaries. That’s useful, but even more important, can AI make the analysis better and more valuable to clients? I think it can.

Here’s how:

Moving beyond speed to depth. Traditional analysis often stops at description: “Here’s what participants said.” With limited time, it’s easy to get stuck at that level. AI can free us from the mechanical work so we can push deeper – to why certain comments matter, what patterns emerge, and where tensions lie.

Seeing what humans might miss. AI excels at scanning vast amounts of text and surfacing signals we might overlook. It can flag contradictions, unusual word choices, or subgroup differences that don’t immediately catch the eye. The researcher then brings judgment and context to interpret what these signals mean. Together, it’s a more robust analysis than either could do alone.

  • Of course, we need to know to ask AI for these things. For example, “were there any situations where a participant contradicted something they said previously?” Or “were there any differences of opinion between segment x and segment y?”

Challenging assumptions more systematically. One of the most valuable roles of qualitative research is to challenge client assumptions. But – though I hate to admit it – we researchers also have assumptions and biases. AI can help us make sure we aren’t swayed by the most memorable participants and don’t forget some of the quieter exchanges.

  • I ask AI to check my assumptions as well as those of my clients. I might ask “did most participants prefer x?” and be surprised when it turns out that I was just remembering a vocal minority and many participants actually didn’t feel that way. And of course, AI analysis can easily back up these statements with quotes. So if we need to tell our clients that the findings did not match their assumptions, we can provide proof!

Strengthening implications. Clients don’t just want findings; they want implications. AI can assist by drafting preliminary “implication statements” from the data clusters it identifies. The researcher then sharpens these into strategic recommendations. This combination helps ensure that insights aren’t just descriptive, but actionable.

  • I like to work with AI as a kind of brainstorming partner and challenge its suggestions. That back-and-forth discussion can result in stronger implications.

When AI takes on the mechanics of coding and clustering, the researcher’s role shifts upward: from data wrangler to meaning-maker, from summarizer to strategist. That shift is where qualitative research delivers its greatest value. The key is not to let AI do the thinking for us, but to let it clear space and surface signals so we can do the thinking that matters most.Let us provide our thinking for your research needs! Contact me at info at bureauwest.com and let’s discuss how to best answer your research questions.

AI Is transforming customer experience – but not always for the better

Have you ever had the experience where customer service tries to get you to use a chatbot (“the online service has all the information our representatives have”), but you know it’s not going to answer your question and you just want to get to a human? That got me wondering: are chatbots actually improving the customer experience, or are they just one more hoop we have to jump through?

It turns out that, while many companies are racing to adopt AI for customer service, research shows that customer satisfaction hinges on how AI is used – not whether it’s used at all.

AI can be brilliant – when it’s used thoughtfully. Across industries, AI is quietly powering some truly impressive improvements in customer experience. For example:

  • Sephora uses an AI chatbot to recommend makeup based on your skin tone, weather, and preferences. Customers say it feels like having a personal stylist on call.
  • Capital One’s AI assistant, Eno, flags suspicious charges or unexpected fees before you even notice. That kind of proactive help builds trust.
  • Tripadvisor now offers an AI-powered itinerary planner that can build a multi-day travel agenda based on your interests, budget, and travel dates—all in seconds.

These tools work well because they respect the customer’s time and reduce friction. They enhance the experience without replacing the human touch entirely.

However, AI doesn’t always lead to great customer service. Customers expect to escalate to a human when needed – a but many chatbots don’t make that easy. Forrester found that fewer than 20% of chatbot interactions are fully resolved without human support. In other words, customers are often left feeling stuck. And when that happens, satisfaction drops. Fast.

The problem isn’t AI itself – it’s poor implementation:

  • Bots that can’t understand nuance
  • Rigid, rule-based scripts
  • No clear way to “talk to a person”
  • Privacy and data concerns

What works best is the “human-in-the-loop” model: AI handles the repetitive, high-volume tasks, and humans step in for the complex, emotional, or nuanced ones. That is, AI works with humans, not instead of them.

MetLife, for example, uses AI to listen in on service calls and provide live coaching to agents – suggesting responses or flagging when a customer sounds frustrated. The agent stays in charge, but gets a digital co-pilot. That’s a smart use of AI. It boosts speed and empathy.

If you’re considering how to use AI to improve your company’s customer experience, here are three places to start:

  • Look for friction: Where are customers getting stuck, delayed, or dropped? AI can help – but only if you’ve clearly mapped those trouble spots first.
  • Respect escalation: Don’t make customers “prove” they deserve to talk to a human. Make the human option easy, fast, and friendly.
  • Keep it transparent: Let people know when they’re talking to a bot. Let them know what the bot can and can’t do. Set expectations up front.

And finally: make sure your AI is improving the emotional experience – not just the technical one.

The bottom line: AI can absolutely improve customer experience. But it doesn’t always. The difference lies in whether the tool is designed to make customers feel more understood – or just more processed.

Like most things in business (and life), tech works best when it’s paired with a human mindset. That means empathy, curiosity, and a deep understanding of what your customers actually need.

Want to know more about how AI can improve the customer experience at your company? Ask about our presentation “AI-Driven Customer Experience: Unlocking Loyalty, Retention, and Growth.” Email me at info at bureauwest.com.

Sources: “Consumer Insights: Trust In AI In The US, 2024,” Forrester, October 6, 2024; Bureau West research

Hyper-personalization gives companies an edge

It’s not just for Amazon and Netflix anymore

Image by Freepik

Hyper-personalization means delivering highly relevant and individualized experiences to customers. It results in significantly higher customer engagement and loyalty. It’s an advanced marketing strategy that used to only be accessible to companies such as Amazon and Netflix, but with the advent of more accessible AI tools, it now has the potential to be a game-changer for businesses of all sizes.

How hyper-personalization works:

  • Hyper-personalization leverages data to dive deep into individual preferences. By analyzing purchase history, browsing behavior, and even social media activity, businesses can tailor their offerings to match the unique tastes and needs of each customer. This isn’t about segmenting markets; it’s about understanding the individual at a granular level.
  • One of the standout benefits of hyper-personalization is real-time relevance. When a customer interacts with a brand, hyper-personalized systems adjust the messaging and offers in real-time. For instance, a clothing retailer can use weather data to suggest raincoats on a gloomy day or sun hats during a heatwave. This level of responsiveness makes customers feel like the brand is genuinely attuned to their current situation.
  • Beyond the data and algorithms, hyper-personalization builds emotional connections. When customers feel recognized and valued, their loyalty deepens. Think of the joy of receiving a special offer on your birthday or a personalized thank-you note after a purchase. These touches create memorable moments that enhance brand loyalty.

With accessible AI tools and customer data platforms (CDPs), even small businesses can implement sophisticated personalization strategies. Companies like HubSpot and Segment offer solutions that allow businesses to gather and analyze customer data effectively, enabling hyper-personalization without breaking the bank.

Hyper-personalization requires a shift in how we conduct market research. Rather than looking for demographic or psychographic segments, companies need to consider the parameters on which to personalize. We need to look for what makes customers differ from one another and then use digital tools to cater to those differences.

Want to learn how to hyper-personalize your marketing? Let’s talk to your customers and find out! Email me at info bureauwest.com and we can discuss the best approach.

Sources: “Taking Hyper-Personalization to the Next Level,” CMS Newswire, 4/16/24; “Driving Performance With Content Hyper-Personalization Through AI And LLMs,” Forbes, 2/23/24, “Why Brands Need to Embrace Hyper-Personalization to Stay Relevant,” The Branding Journal, 2/5/24

Do better research

I just got back from the QRCA Worldwide Qualitative Research Conference in Lisbon – there was a lot of great content packed into 2.5 days, as well as a dinner at the amazing Palacio Conde d’Obidos, shown here.

It occurred to me that we were all there for the same reason: to learn ways to do better research.  And I think we did!  Here are a few of the highlights for me:

Lucy Foylan gave a great presentation about the differences between conducting research online and in-person.  Her agency, The Nursery in the UK, compared the two and they found the people were more likely to work to build consensus during in-person focus groups and more willing to disagree with each other during webcam groups.  While some might think that’s a reason to conduct all focus groups online, remember that consensus building also happens in real life.  Witnessing how participants persuade one another can provide valuable insights for our clients.  Depending on the objectives of the research, we might benefit from in-person groups, webcam groups, or a mix of both – where we examine the differences between the two.

There were several sessions about the impact of AI on qualitative research, including presentations by Daniel Berkal and Sidi Lemine, followed by a panel discussion which I moderated, with Simon Shaw, Tom Woodnut and Paul Kingsley-Smith.  Some of my takeaways:

  • Daniel talked about ways AI can be used so we can do our work better and more efficiently.  He uses Chat GPT to help with screener development, with ideas for discussion guides, and to summarize responses, and Adobe Firefly to create images for proposals and reports.
  • Sidi talked about using AI tools to recognize emotions in research participants and how they’re surprisingly accurate across cultures.  While a smile or a frown may mean different things in different cultures, it turns out micro-expressions are remarkably consistent throughout the world.  Specifically, Sidi said he likes the following tools: Phebi.ai, Emozo, Immersion.
  • While there are many great ways AI can help us in our work, our panel participants focused on what AI can’t do, and why we researchers are still needed.  One example: in a recent focus group project, participants all said they liked one of three concepts best, but I realized that was because it was the shortest concept, not because of the content of the concept.  If we had relied on AI to conduct the research, it would have taken those responses at face value and not probed further.  Simon said that we qualitative researchers are too humble and don’t do enough to explain the value we bring.  I agree!

Those are just some of the highlights.  The Worldwide Conference reminded me of how important it is for us to keep learning and adding to our skills.  The next opportunity is coming up soon: QRCA’s annual conference will take place in Denver, January 22-25, 2024.  I recommend it!  Register here: https://www.qrca.org/event/2024-annual-conference .

How can we add value to your next research project?  Email me at info at bureauwest.com and let’s discuss!

Sources: QRCA 2023 Worldwide Qualitative Research Conference: “A Hybrid Future: Exploring Human Interactions On- and Off-line,” Lucy Foylan; “Navigating Qual in the Age of AI,” Daniel Berkal; “Can Emotion AI Remove Bias in Global Research?,” Sidi Lemine; “What AI Can – And Can’t – Do For Qual,” Jay Zaltzman, Simon Shaw, Paul Kingsley-Smith, Tom Woodnut