👉 Platform Overview/Tour

Overview of each section in the Wordnerds platform:

Organise your work using 'Projects'
Analyse your data in 'Explore'
Visualise your data in 'My Reports'
Get a snapshot using 'Dashboard'
Get notified of urgent issues with 'Alerts'
Search, edit and add classifications in 'Themes'
Add, view and delete .CSV Uploads in 'Data Uploads'

Organise your work using 'Projects'

In the Wordnerds platform, your work is structured into 'Projects'.

Your data sources are connected to a specific project by API or Wordnerds' integration (with X or Trustpilot) - or, data is added to a specific Project by CSV upload. Permissions within your organisation are controlled at a Project level, meaning you can manage which users have access to which Projects, and the corresponding data within them.

Projects are great for...

Allowing different teams to work on separate projects
Managing access to data sets

You will see all of the active Projects within your organisation that you have access to when you log in, and your screen will look something like this:

Analyse your data in 'Explore'

'Explore' is the primary area of the platform for analysing your data. You can explore (ahem!) your data using 'Deep Dive', 'Trending', 'Topic Analysis' and 'Inbox'.

Explore is great for...

In-depth analysis, drilling down to action-level insights
Finding the issues trending in your data, both in terms of volume, sentiment, and increase or decrease in volume and sentiment
Identifying the issues that are more unique to a filtered data set
Linking your analysis to relevant verbatim to help tell your data story and get the full context
Surfacing issues in your data you may not have known to look for, and using this as a starting point for creating custom classifications ('Themes')

The Explore homepage appears when you click into a Project, and your screen will look like this:

👉 More about 'Explore'

Visualise your data in 'My Reports'

'My Reports' is the primary area of the platform for visualising your data. You can create reports from a suite of visualisations, including league tables, line graphs, bar charts, and cross tables.

My Reports is great for...

Comparing the volume and sentiment of issues that you have classified using Themes
Trending volume and sentiment of issues over time
Finding the sentiment and volume overlap between sets of Themes or Theme Categories (here's an example: you could find out how stages of your customer journey overlap with how your customers talk about frustrations and painpoints)

When you select My Reports, you view existing reports and create new reports. Your screen will look something like this:

Get a snapshot using 'Dashboard'

With 'Dashboard', you can get a snapshot of your data, featuring a sentiment overview, trend over time, and an overview by 'Brand' and 'Region', if applicable.

Dashboard is great for....

Getting a high-level view of your data quickly, without needing to create visualisations

When you click into Dashboard, your screen will look something like this:

Get notified of urgent issues with 'Alerts'

With 'Alerts', you can stay on top of important issues by setting up custom notifications. This works especially well when you have data coming into your project in real time via API.

Alerts are great for...

Setting up email notifications to flag urgent, time-sensitive, or potentially escalating issues as soon as they are identified in the platform - choose to be notified instantly, or get a round-up every hour
Viewing and managing your existing alerts

Your Alerts page will be personal to you and show the alerts you have set up. If you have alerts set up, your screen will look something like this:

👉 Using Alerts

Search, edit and add classifications in 'Themes'

The Themes page is where you can see all the 'Theme' classifications set up in your project. A reminder that there are three types of theme: context and keyword themes that you create to classify issues in the content you are analysing, and upload themes based on the metadata you include with the content.

The Theme page is great for...

Searching your existing themes, which is especially helpful if you want to quickly find out if an issue has already been classified by a theme or not
Adding new theme categories and new themes
Editing the name or colour of an existing theme, or the name of an existing theme category
Checking the health of an existing context theme and retraining an existing context theme
Viewing and editing the rules for a keyword theme

Your Theme page will include all of your themes, organised into categories, and your screen will look something like this:

👉 What are 'Themes' in Wordnerds?

👉 Train a context theme

Add, delete and view CSV uploads in 'Data Uploads'

Data that has been added to your project via .CSV Upload will be recorded on the Data Upload page. From here, as well as seeing a full history of previous uploads, you can delete uploads and add a new upload.

Note: if you delete (or add) an upload, it will delete (or add) the upload for all users in the project

The Data Upload page is great for...

Seeing a full history log of data that has been uploaded to your project
Searching previous uploads using the Search bar
Adding a new upload
Deleting existing uploads: this is really helpful if you want to reupload data with new metadata, and, to avoid duplicates, once the new upload is complete, you can delete the original upload
Be aware that deleting a data upload does not automatically remove any themes created from it. You must manually delete any unwanted themes from the 'themes' page.

If you have CSV Uploads in your project, when you click onto the Data Upload page, your screen will look something like this:

👉 Add data via .CSV Upload

Guided Tour

Explore the platform with our guided tour and get a friendly overview of each section as you navigate through