How to Use AI-Assist to Build Themes from Codes (Full Transcript)

A step-by-step workflow for using Masquerade’s AI-Assist to group codes into themes, guided by your research question and human review.
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[00:00:00] Speaker 1: I've been providing you strategies of effectively using AI-Assist in Masquerade. The last strategy that I want to talk about is developing themes from the data, right, using AI-Assist. And this one is very straightforward, right? So imagine that, so imagine that you are going through the data, you have identified information that are significant and develop codes, right? But you are having difficulty categorizing the codes to develop themes. AI-Assist could help. So what are you going to do? So what you can do is I first select, we call it activate. So you click here and click on document to activate all the files. And then you also activate the codes that you are interested in. In this case, I'm interested in all the codes and the first research question, right? Now what you have to do is to, you see this icon, you're going to chat with the retrieve segment. So you click on that here, a window will pop up and then you start chatting. So we see that 40 segment has been selected, right? And this means that all the place that we have activated have been selected. So we activated the transcript and also we activated the codes, right? Under the research question. So you can say that, can you review all the codes under the burnout causes RK1 and categorize them to help develop themes addressing the following research question. It's always important for you to state a research question for the system to know the context, because just a label for the research question like RK1 doesn't give the system a lot of information that it has to work with. Sometimes you can also provide a little background of your study so that the system will know what the study is about. So you can say, this is the purpose of the study. The more you provide a good context, the richer the output. So I'm going to bring the research, the purpose of the study, and then I'm going to click on enter. So within some few seconds, you'll be able to get all the themes addressing the research question and also the codes under them. So as you can see here, the system was able to go through and then I have about four themes and then the system has grouped the codes under them, right? So with this information, you can review and make sure that everything is right. Are the themes addressing the research question that you have? Are the codes related to the themes? If you are satisfied, you can come here, where you see here, you can first copy the theme. So I'm going to copy that and then I go right click here on my research question, click on new code, and then paste that information here. You can give a description if you want to. Click on OK. And now what I'm going to do is I'm going to drag and drop all the codes that are related to the first theme. So you see how you can copy the theme and when you copy the theme, you right click on the research question, go to new code, put the theme there, and then you can drag and drop the codes under their respective themes. The AI will help you to get themes. You review the theme, making sure everything is right. You create containers for the theme and drag and drop codes under them. So I hope this one is helpful and if you have any questions, you can put in a comment section and I'll be happy to address them for you. Thank you so much for your time.

ai AI Insights
Arow Summary
The speaker explains how to use AI-Assist in Masquerade to develop qualitative themes from coded data. After activating all relevant documents and codes (e.g., those tied to a research question), the user opens the “chat with retrieved segments” feature, provides the full research question and study purpose for context, and asks AI-Assist to categorize codes into themes. The AI returns proposed themes with grouped codes, which the researcher then reviews for fit and accuracy. If acceptable, the researcher copies each theme label into Masquerade as a new “container” code under the research question and then drags and drops existing codes into their respective theme containers. The workflow emphasizes providing context to improve AI output and maintaining human oversight when finalizing themes.
Arow Title
Using AI-Assist in Masquerade to Categorize Codes into Themes
Arow Keywords
AI-Assist Remove
Masquerade Remove
qualitative analysis Remove
thematic analysis Remove
coding Remove
themes Remove
research question Remove
retrieved segments Remove
code categorization Remove
workflow Remove
Arow Key Takeaways
  • Activate the relevant documents and the specific codes tied to your research question before using AI-Assist.
  • Use the “chat with retrieved segments” feature to have AI review selected coded segments and propose theme groupings.
  • Always include the full research question (and ideally the study purpose/background) to give AI sufficient context.
  • Review AI-generated themes and code groupings critically to ensure alignment with your research question and data.
  • Create theme “container” codes in the software and then drag-and-drop existing codes under the appropriate theme containers.
Arow Sentiments
Positive: The tone is instructional and supportive, emphasizing that the process is straightforward, helpful, and efficient, while encouraging questions and offering assistance.
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