Using either the Active Peers AI survey data or external data, you can set up the parameters for how you want to run the matching. It is a very simple one-click process and you can tailor it.

01

Check if you have survey responses from every participants and click List (N) on the Survey List

02

Click Upload Data for Matching to match/group up the participants

03

You will be directed to the AI Matching page. Click "Yes, continue please!"

04

Select Tables Information settings

Operation

  • Algorithm Pairing : It will match up the participants based on the parameter settings (default 2 people in a pair).
  • Algorithm Grouping : It will group up the participants randomly unless you select parameters.


Table Capacity : The number of participants in a group


Table Type

  • Physical : This is for in person events and the matched pair/group will be directed to certain tables.
  • Virtual (Aratok) : This is for virtual events and the matched pair/group will be directed to certain virtual meeting room.

04

Select the parameter settings

  • The ID, participants name and email are default setting. You don't need to change anything for these three items.
  • Other items such as gender, age, education level, hashtags and extra questions (from Pre-built survey) can be left as it is or put constraint options. For example, if you select gender as 'Category' and 'Diversity only' as its constraint, the participants will be matched to their opposing gender as their partners.

05

The Skill parameters will be automatically set up as Skill. Leave them as they are and click Matching.

The participants had to rank the skills/knowledge that they are most and least confident/familiar with. These parameters are the main parameters to find the most suitable partner for them to talk to regarding certain skills/knowledge that they'd like to share and learn.

06

The matching result on the dashboard

If Algorithm Pairing: The participants are matched up in two rounds. One time they are the sharers and share their skill/knowledge to Seekers. The other time, they are the seekers and they get to listen and learn from the sharers.


If you click the green "Show Scores" button, it shows the scores of each match. Each sharer and seeker has chosen a certain skill/knowledge as their 1st to share or learn, and the sum becomes 2, which is the best score for a match. If you are not happy with the score, you can manually change the match or skill by drag and drop.

07

Check the email template before sending the matching/grouping results to the participants and click Send

You can edit the email on the template before sending. Also, there are various variables that you can add within the email including the Peer Learning Prompter and feedback links. The participants will receive the email with all the information regarding the meeting location (table or virtual meeting link), their partners for two peer learning rounds as sharer and seeker, and additionally the prompter and feedback links. 

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AI Matching by using external data

You can also use an external CSV file for AI Matching.

  1. Click Matching Algorithm on the side menu.

     2. You will be directed to the AI Matching page. Click "Yes, continue please!"

     3. Click Choose file and Upload. The file must be in a certain format. Please download and check the CSV format guidance.

Download File

     4. Follow the same steps as above.

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