---
title: "Analysis Sessions"
nav_title: "Analysis Sessions"
description: "Use Perspective analysis sessions to ask natural-language questions, search conversations, create charts or tables, cite sources, save highlights, and create public pages."
date: "2026-05-08"
tags: ["analysis sessions", "customer insights", "charts", "tables", "citations"]
nav_order: 2
nav_display: true
---

# Analysis Sessions

Analysis sessions are interactive chats for analyzing conversation data. Ask a question in plain language and Perspective can search transcripts, count structured fields, create charts or tables, cite source conversations, and save useful outputs as highlights or pages.

For a whole Perspective, open **Home** in the sidebar, select a Perspective with conversations, and choose **Analysis** in the Results tabs. For one ended conversation, use **Analyze** from the conversation card or detail page.

## What Analysis Can Use

For study-wide sessions, Perspective analyzes normal and simulated conversations. Preview conversations stay visible in results for testing, but they are excluded from analysis sessions.

Each session can draw on:

- The conversation outline and research objectives
- Summaries, tags, and trust assessment when available
- Full conversation transcripts
- Structured form data from [Form Fields](/docs/guide/design/add-form-fields)
- Participant metadata from [URL Parameters](/docs/guide/design/url-parameters), invite context, and embedded links
- Captured technical context such as country, city, timezone, platform, language, and device hints
- Files attached to the analysis prompt

## Start a Session

1. Open **Home** in the sidebar and select the Perspective. Perspectives with conversations open in Results.
2. Select **Analysis** in the Results tabs.
3. Enter a question in **Start New Analysis**.
4. Choose an available model if you need to change it.
5. Add attachments when the analysis should consider an external file.
6. Select **Analyze**.

You can also start from one conversation by selecting **Conversations** in Results, choosing an ended non-preview conversation, and selecting **Analyze**.

## Good Questions

Use specific questions when you want reliable synthesis:

- "What are the top objections from qualified participants?"
- "Show a distribution of request types from the form data."
- "Which participants mentioned pricing concerns? Include quotes."
- "Compare high-trust and low-trust responses."
- "What should we change in onboarding based on these conversations?"
- "Create a table of the strongest feature requests with supporting evidence."

For broad questions, Perspective may combine qualitative search with quantitative counts. For exact names, phrases, or participant-specific follow-ups, ask for the precise term or segment you want checked.

## Charts, Tables, and Assets

When a question produces countable categories, distributions, or comparisons, Perspective can create charts and tables inside the session. These outputs appear in the **Session Resources** sidebar and can be opened, versioned, and saved as highlights.

Ask for a chart or table directly when you know the format you want:

- "Create a horizontal bar chart of the top five pain points."
- "Make a table of ICP segment, count, average trust score, and strongest quote."
- "Update the chart to combine similar onboarding issues."

When a chart or table is updated, the session keeps versions so you can move between earlier and later outputs.

## Sources and Citations

Qualitative findings can include clickable citations. A citation opens the source conversation, highlights the referenced message when possible, and lets you read the full transcript in context.

Use citations to verify that a finding is grounded in participant language before you share it. If a result feels too broad, ask Perspective to "show the cited examples" or "narrow this to the strongest evidence."

## Save and Share Outputs

Use the message actions under an assistant analysis response to save or copy it:

- **Highlight** saves the response to the Highlights tab and the session sidebar.
- **Create Page** creates a shareable public page from that response.
- **Copy** copies the response text without citation markup.

If the session already has pages, **Create Page** also lets you update an existing page. Updating replaces that page's content with the selected response.

Open the **Session Resources** sidebar to review highlights, pages, charts, tables, source conversations, and cited evidence. From there you can edit, share, or delete saved items.

## Permissions and Credits

Anyone with read access to the Perspective can create analysis sessions. If analysis credits are enabled for the workspace, starting a new session can be locked when the workspace does not have enough credits.

## Related Docs

- [Conversation Results](/docs/guide/analyze/conversations) - review the source conversations before analysis.
- [Highlights and Pages](/docs/guide/analyze/public-highlight-pages) - turn analysis outputs into shareable highlights or pages.
- [Trust Assessment](/docs/guide/analyze/trust-assessment) - use trust scores as context when interpreting findings.