How Insights Work
Complete Interviews
Respondents have voice conversations with the AI interviewer. Their responses are recorded and stored securely.
Process Sessions
Process completed interviews to generate transcripts and extract individual session insights.
Generate Synthesis
Combine insights across multiple sessions to identify patterns, themes, and key findings.
The Insights Tab
Your project’s Insights tab is the central hub for all synthesized research findings. Here’s what you’ll find:Research Synthesis Card
The top section shows metadata about your synthesis:| Field | Description |
|---|---|
| Interview Count | Number of processed interviews included in this synthesis |
| Last Updated | When the synthesis was last generated |
| Version | Synthesis version number (increases with each regeneration) |
Statistics Overview Bar
Below the synthesis card, a colorful statistics bar displays key metrics at a glance:| Metric | Description |
|---|---|
| Interviews | Total processed sessions (navy) |
| Themes | Number of emerging themes (purple) |
| Key Findings | Insights discovered (teal) |
| Quotes | Total supporting quotes (pink) |
Summary Section
An AI-generated executive summary that captures the most important findings across all interviews. The summary renders with proper Markdown formatting—headings, bullet points, and bold text—making it easy to scan and share.Key Findings
Specific discoveries organized by your learning objectives. Each finding includes:- Related Objective: Which learning objective this finding addresses
- Finding Statement: The core insight discovered
- Evidence: Supporting data points from interview transcripts
Emerging Themes
Patterns that appeared across multiple interviews, regardless of your predefined objectives. A donut chart visualizes quote distribution across themes, showing which patterns have the most supporting evidence. Each theme has a unique color that matches both its chart segment and card accent. Themes include:- Color-coded cards: Visual accent matching the distribution chart
- Theme Name: A descriptive label for the pattern
- Description: Explanation of what this theme represents
- Quote Count Badge: Number of supporting quotes
- Supporting Quotes: Direct quotes with tinted backgrounds matching the theme color
Processing Sessions
Before insights can be generated, interview sessions must be processed.What Processing Does
- Transcription: Converts audio to text
- Insight Extraction: Identifies key points from the conversation
- Quote Extraction: Pulls notable quotes with context
- Objective Mapping: Links insights to your learning objectives
How to Process Sessions
Process Individual or Bulk
Click Process on individual sessions, or use Process All to handle multiple sessions at once.
You need at least one processed session to generate insights. More sessions lead to richer, more reliable findings.
Generating Synthesis
Once you have processed sessions, you can generate a synthesis report.First-Time Generation
- Go to the Insights tab
- You’ll see a “Generate Research Insights” card
- Verify you meet the requirements:
- At least 1 interview response
- At least 1 processed interview
- Click Generate Insights
Regenerating Synthesis
You should regenerate synthesis when:- New sessions have been processed
- Sessions have been deleted
- You want to refresh the analysis
Stale Synthesis Indicator
If sessions have been deleted since the last synthesis, you’ll see an amber warning banner:Analysis may be outdated Sessions have been deleted since [date]. Regenerate to reflect current data.Click Regenerate to update the synthesis with current data.
Best Practices
Process sessions promptly
Process sessions promptly
Process interviews soon after completion. This keeps your insights current and helps you spot early patterns that might inform adjustments to your research.
Aim for 5+ interviews before drawing conclusions
Aim for 5+ interviews before drawing conclusions
While you can generate insights from a single interview, patterns become more reliable with more data. Five or more interviews typically reveal consistent themes.
Review individual sessions too
Review individual sessions too
The synthesis is great for patterns, but individual session transcripts contain nuance and context that may not surface in the aggregate view.
Regenerate as you collect more data
Regenerate as you collect more data
Each time you process new sessions, regenerate the synthesis to incorporate the latest data. Early patterns may shift as you collect more responses.
Use quotes to support findings
Use quotes to support findings
When sharing findings with stakeholders, include supporting quotes. They add credibility and help bring the research to life.
Understanding Confidence
Not all findings are equally reliable:| Sessions Processed | Confidence Level |
|---|---|
| 1-2 | Preliminary - treat as hypotheses to validate |
| 3-5 | Emerging - patterns beginning to form |
| 6-10 | Moderate - consistent patterns across multiple respondents |
| 10+ | Strong - reliable patterns with diverse supporting evidence |
Next Steps
- Synthesis Reports - Deep dive into report components
- Exporting Data - Share findings with stakeholders
- How Interviews Work - Understand the respondent experience