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Tutorials

Create a mention view

Use the Library's saved Views to filter, sort, and combine your collected mentions — then export them to CSV.

Once you've collected mentions into a dataset, the Library is where you make them readable. A saved View is a personal lens over that data: for a cold-brew coffee brand you might keep one view for "negative Reddit mentions from the last 30 days" and another that combines your brand dataset with a competitor dataset so you can scan both feeds side by side. Build the lens once, save it, and come back to a fresh read whenever you want — then export the rows you care about to CSV. (A saved view is sometimes called a "collection"; in the app the object you save is a View.)

Prerequisites

  • A dataset with collected mentions in the app. If you haven't collected any yet, run Brand research first — the Library only shows mentions you've already collected.
  • A Pro, Business, or Enterprise plan if you want to export to CSV. CSV export is disabled on lower plans.

Walkthrough

The Library (/library) is a read-only surface over every mention you've collected, across all your datasets. You don't create datasets here — collection happens in chat. What you do here is shape, save, and export views. A View is just your current filters and sort saved under a name, so saving one never requires picking individual rows.

All mentions

Open the Library. All mentions is the unfiltered feed spanning every dataset you've collected. Use the filter and sort controls to narrow it down — filter by sentiment, platform, dataset, and posting date, and sort the table (for example, newest first to scan the latest mentions). Because the feed spans all datasets, there's a dataset column and filter, so you can scope to one dataset or leave several in view at once.

To combine datasets into one view, simply leave more than one selected in the dataset filter — the table merges their mentions into a single feed.

Save as view

When the filters and sort give you a feed worth returning to, save it straight from the applied-filters bar above the table — no row selection needed. Click the Save as view button on that bar, then name it in the popover (for example, Negative cold-brew · last 30 days) and click Save. The popover spells out what it captures: "Save the currently-filtered mentions as a new view." The view stores your filter and sort expression, not a fixed list of posts — so as new mentions arrive that match, they show up the next time you open it.

If you later tweak a view's filters, the same bar swaps in Save changes (overwrite the active view) and Save as new (branch off a fresh view) so you can decide where the edits land.

Views

Switch between saved views from the Views dropdown next to All mentions. Selecting a view applies its saved filters in one click; if you tweak the filters afterward an Unsaved changes dot appears so you know the live feed has drifted from what's saved. From the same menu you can Rename view or Delete view. Pick All mentions to clear back to the full feed.

Export

To pull mentions out of the app, select rows in the mentions table (the selection bar shows a count like 120 selected, and a scope menu lets you grab the first N), then click Export. You'll get a library-<date>.csv download and a toast confirming how many mentions were exported.

The export includes all columns plus every Smart Parameter for the selected rows — regardless of which columns you've toggled visible in the table. Column visibility is only a viewing preference; it doesn't affect what lands in the file. Export is a Pro+ feature; on lower plans the button stays visible but disabled with an upgrade tooltip.

Now analyse it

A view is the input to analysis, not the end of it. Once you can see a clean, filtered feed, hand it to the assistant to turn raw mentions into findings:

Gotchas

  • Views are personal. Each saved view is private to you (scoped to your user). A teammate on the same account sees their own views list, not yours — there's no team sharing of views.
  • A view saves filters, not a fixed set of posts. It re-runs your filter and sort expression each time you open it, so the same post can surface in several views and new matching mentions appear automatically.
  • Saving a view never uses row selection. The Save as view button lives on the applied-filters bar and captures the current filters and sort. Row selection in the table is only for Export — the Library deliberately leaves "Add to view" off the selection bar.
  • You can't create a dataset from the Library. /library is read-only over already-collected mentions. Collection happens in chat — there is no "Collect more data" button in the Library.
  • Export needs Pro+. On plans without it the Export button is disabled with a CSV export isn't available on your plan. Upgrade to export. tooltip.
  • Export ignores column visibility. The CSV always contains all columns and every Smart Parameter for the selected rows — you don't need to enable a column to export it.
  • Selection and Export live in the table, not card view. Bulk-select rows from the table to bring up the selection bar.

To keep a view fresh, attach a listening agent to its dataset. The agent re-runs the dataset's queries on a schedule and adds new mentions into the same dataset, so your saved view stays current without manual re-collection. See Set up a listening agent.

Next steps

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