Highlights & its types
What are Highlights?
Highlights are tagged excerpts - sentences, phrases, or words - within large bodies of text such as interviews, reports, and survey responses. Each highlight can be associated with both thematic tags and attribute tags as defined in your Themes Manager, making it easier to organize and analyze qualitative data.
Once created, the platform provides a centralized view to explore the highlights by thematic and attribute tags, geography, time and more.
Types of Highlights
Highlights can be created in three ways: manually, through AI-assisted workflows where the AI suggests and you approve, or through auto highlights where the AI tags entire documents on its own.
Manual Highlights
Precise coding and complete control
AI-Assisted Highlights
Faster coding with human review
Auto Highlights
Large-scale annotation across many documents
Manual Highlights
To create a highlight manually, follow these steps:
Open the published page of the document and scroll to the relevant text.
Select the text you want to annotate. An annotate button will appear above the selected text.
Click Annotate to open the annotation panel and select the appropriate tags from your Thematic and Attribute tabs.
Once you have chosen the relevant tags, click the apply button to save the highlight.
AI - Assisted Highlights
Next, let’s see how to highlight using AI suggestions:
Open the published page of the document
Click the options button (three dots icon) and select Review
Scroll to the text field where you want AI suggestions and click on the text. List of options show up at the bottom of the screen.
Click the magic wand icon to generate highlight suggestions. Each suggestion displays the excerpt along with the suggested thematic and attribute tags.
Review the suggestions
Click Apply to create the highlight or Dismiss to reject the suggestion.
Auto Annotations
Auto highlights allow AI to tag entire documents without requiring you to review each suggestion individually. This approach is best suited for scaling up i.e. when you have already validated the structure of your Themes Manager and want to apply it across a larger dataset without having to go document by document.
Auto highlights use the tags from your Themes Manager and runs in two phases:
First, it applies thematic tags wherever they are relevant.
Next, it applies attribute tags only to the excerpts that have already received a thematic tag.
This ensures every auto-tagged excerpt always carries both a subject (thematic) and a data cue (attribute).
You can run auto highlights directly from the document listing page:
Go to the document listing page and select the documents you want tagged. You can pick one, many, or all.
Click the Annotate button. The selected documents are added to the auto-annotation queue.
Wait while the AI processes them. Auto highlighting takes some time, depending on the number of documents in the queue and the length of each document. You can continue working elsewhere on the platform while the annotation process runs.
Once a document is annotated, the highlights appear on it just like manual or AI-assisted highlights , with the same tags from your Themes Manager.
During the process, the AI can also suggest new themes and tags that emerge from the data. These inductive suggestions may help surface findings that may not be captured by your existing theme structure.
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