Sign Up & Get Onboard

Getting Started For New Relevance AI Users

Relevance AI's onboarding process includes two main steps.

  1. Sign up where you create your account on the platform
  2. Analysing your first dataset through the onboarding wizard

Below is the full description of the process.


1. Sign up

  1. Go to relevance.ai and click on Sign up.
  2. Enter your email address and create a new password and click on Continue, or continue with Google.
  3. You will be directed to a new page to set up your profile. Enter your name, company name, role and set your closest data region (based on your current location).

Now that you have a profile, you're ready to analyze your first dataset!

2. Onboarding wizard: Analyze a dataset

Through this wizard

  • you will upload your dataset (we recommend reading our guide on Dataset Requirements in advance)
  • you will identify the free-text field that you wish to analyse
  • AI analysis will identify the the themes in you dataset
  • you will be presented with two of the found themes and asked to enter a brief description for them
  • AI will generate description for the rest of the themes
  • You are directed to Relevance AI's Explorer dashboard, a great tool to understand data and extract insight

Note: The onboarding wizard only processes the first 1000 entries of you dataset. So, we recommend starting your journey with a not so big dataset.

Upload Data

  1. Choose how you'd like to get started. We recommend our 'No Code Flow: Text Analysis'. Click on the box to continue.
  2. Follow the prompts to complete the onboarding flow. Welcome to Relevance AI!

  1. Drag and drop your file (CSV, XLSX or XLS), read our guide on Dataset Requirements.

  1. Type in a name for your dataset otherwise the platform uses the same name as the name of the uploaded file.

Specify the Free-text field to be analyzed

Specify which field is the Free-Text field that you wish to analyse (e.g. the column in a dataset where comments or reviews are stored).

AI identifies the main themes

The platform starts analysing your data. This includes running AI techniques to identify conceptual similarities and grouping entries in the dataset accordingly. You can read more about the AI process here

AI describes themes

Type in how you would describe the shown items as a group. Each group represents a theme/trend in your dataset. Relevance AI uses AI to generate a label (description) for each group/theme/trend. The underlying model can learn your preferred structure for description by seeing a few examples on how you describe a group. This is why you are asked to enter a description for two of the found groups/themes/trends.

Explorer: Your dashboard to insights

In the final step, your data is presented in Relevance AI's Explorer dashboard. This dashboard is fully configurable for different personas. And is a great tool for understanding the data, underlying trends and extracting insights.

Useful links

The main navigation bar

Settings

How to better prepare my data

Find insights through clustering

Find insights through tagging

The Explorer Dashboard

Types of analytics available at Relevance AI


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