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# Glossary & Definitions for Protobi AI

This reference guide defines key terms and concepts related to Protobi tools supported by AI such as **Protobi AI Autocode** and the **Protobi AI Helper**. Use this page to familiarize yourself with the terminology used throughout the platform.

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## Protobi AI Autocode Terms

### Open-End Response
A survey answer where respondents type a free-text reply rather than selecting from predefined options. Open-ends are rich in qualitative insight but require coding to be analyzed systematically.

### Coding Open-Ends
The process of categorizing free-text responses into structured groups or themes so they can be counted, compared, and analyzed quantitatively.

### Codeframe/Codeset
The complete set of categories (codes) used to classify open-end responses. A codeframe defines the structure of your coding scheme.

### Code
A single category within a codeframe. Each code represents a theme or topic found in the open-end responses (e.g., "Price," "Quality," "Customer Service").

### Code Description
A definition assigned to a code that explains what the category means. Descriptions help document the codeframe and make it easier to share results with clients or stakeholders.

### Assignment
The act of assigning a code to a specific response. A response can be tagged with one or more codes.

### Autocode
The Protobi AI feature that automatically analyzes open-end responses and applies codes using AI. It can create new codeframes, complete partial ones, apply existing codes, or generate descriptions.

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## Autocode Options
### Create (author)
Create a brand-new categorization from the given text responses
### Create (detailed) (author_detailed) 
Same as create, but produces more, finer  categories.                                                                
### Create (granular) (author_granular)
Same as create, but produces the most specific categories.                                                       
### Augment (augment) 
Complete and apply an existing partial categorization means it keeps the existing scheme intact; add new categories
  only where new ideas are found.                                            
### Augment (detailed) (augment_detailed)
Augment with finer granularity.
### Augment (granular) (augment_granular) 
Augment with very specific  categories.                                                                
### Apply (apply)
Apply the existing scheme to new responses without inventing categories.                                                      
### Describe (abstract) 
Infer/refresh category labels and descriptions from an existing scheme.                                                       
### Evaluate assignments (assignment) 
AI re-codes responses using the existing coding scheme and compares the results against current assignments.                                                  
### Validate
Per-response, per-code true/false/null verdict → fills the QC column.                    
### Clear (clear)
Wipe categories and assignments.

## Sub-options inside the dialog:                                             
### Broad / Detailed / Granular
Detail level for new categories. 
- Broad = major themes
- Detailed = Detailed themes
- Granular = very specific themes
- All / Uncoded = Which rows to apply to: every response, or only the ones not yet coded.                                                             
- Other code = Catch-all bucket. Stored as reformat. $else. Label is editable in the dialog.                                                    
- Generate higher-level net categories = Ask the AI to also produce nets grouping multiple codes.                                                   
- Hint = Free-text instruction passed to the AI prompt.

## Recode (Advanced) Terms

### Recode (Advanced)
It is a Protobi tool that allows users to manually or automatically manage the coding of open-end responses. It is the workspace within which Protobi AI Autocode operates.

### Unapply
To remove a code tag from responses without deleting the code itself from the codeframe. The code remains available for future use.

### Delete (a code)
To permanently remove a code from the codeframe entirely, including all tags associated with it.

### Reassign
To move a response from one code category to another, correcting or refining how it has been tagged.

### Create Code Manually
The ability to add a new code to the codeframe by hand, outside of the AI process, for cases where the AI has not captured a specific theme.

### Edit (a code)
To modify the label or description of an existing code to better match your terminology or reporting needs.

### Protobi AI Helper
An AI-powered assistant embedded into Protobi that helps users navigate the platform, answer project related questions, and complete tasks more efficiently.

### Prompt
A question or instruction entered by the user to interact with the Protobi AI Helper.

### Context
The information the AI Helper uses to understand and respond to a user's question, including the current page, project, or element being viewed.

### Temporary upload
File uploaded directly to the Anthropic Files API for a thread that claude will reconsider for every query in that response.

### Suggestion
A recommended action or answer provided by the AI Helper in response to a user prompt.

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