Bundle transcripts into a group

Create a file-backed group so you can analyse related transcripts together and keep membership editable.

Outcome

You will have created a group that includes the planning-review sample (and optionally other library transcripts), and you will know how to open it for group-targeted analysis.

Starting point

At least one managed transcript is in the library (see First analysis). Local AI is not required.

What you’ll do

  1. Open Groups.

  2. Create a new group with a clear name.

  3. Add the planning-review transcript as a member.

  4. Confirm the group appears in the list / picker.

  5. Know where to run analysis with a Group target.

Walkthrough

  1. Open Groups from the sidebar.

  2. Expand Create new group. Enter a short name (for example Planning cohort) and an optional description.

  3. In Transcripts, select the planning-review entry (and any other members you want). Choose Create group.

  4. Confirm a success message (Group created) or that the group already existed with that membership. The Groups table / Select group picker should list the new group.

  5. Select the group to review Group details (name, member count, membership editor). Membership is file-backed and can be edited later without re-importing transcripts.

  6. To analyse the group, open Run Analysis, set the target to Group, pick this group, and choose a preset. Group analysis availability follows Settings / install profile — see settings and installation details.

What to notice

  • Groups are membership containers, not a second library. Transcripts stay first-class; the group references them.

  • Creating a group does not run analysis by itself — use Run Analysis with target Group.

  • Empty-state copy on Groups points you back to Library when no groups exist yet.

  • Archived transcripts are omitted from the member picker. Unarchive from Library, or tick Include archived transcripts there first — Archive a transcript.

You should now have…

A named group containing the planning-review transcript, ready for group-targeted runs or later membership edits.

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