Who is this article for?
🗣️ All researchers (both admins and users)
⭐ Teams on any User Interviews plan
Accelerate insights with recordings, high-quality transcripts, and traceable observations—available right after your session. You can instantly review your recording, transcription, and session breakdown right inside your project workspace for faster post-session analysis and insights-sharing.
For further analysis at the project level, you can compare responses across participants via the Data grid in the Research Analysis area of the workspace. Layer in additional audience data (from profiles and screeners) for deeper, more segmented insights.
Data grid
The Data grid allows you to easily compare key observations across participants—integrated with the context of other participant data—all in one place. It is populated with the observations generated by session breakdowns.
Watch it in Action
How it works
- First, make sure AI features are enabled for your team
- Enable your recorder bot and complete your 1:1 moderated session
- Upload your discussion guide to generate the session breakdown
- Use the data grid to view & compare insights all in one place
- Layer in additional audience data for richer context and deeper analysis
Every insight is traceable and linked directly back to its original source material. Clicking on the citations will open the relevant transcript and jump to the specific quotes the observation was generated from. You can also copy observations in one click and paste into other tools for further analysis.
Add additional project and participant data to the data grid if you want to pull in more information to use in your analysis—such as screener responses, characteristics, and more.
Export the data grid
To bring this data into spreadsheets or other tools, you can download the entire data grid as a csv file. All of the automatically generated information from the session breakdowns will be included in your export—tags, summary, sentiment, and any custom columns you have added.
Clips
You can also use Clips to capture and share key video moments from your recorded sessions. You can create clips by highlighting text on the transcript, or directly from observations in the session breakdown or data grid.
AI Chat
With our AI chat feature, you can ask questions about a specific participant session in natural language and get back grounded answers. It’s a quick way to explore a session during research analysis: confirm an idea, find a specific quote, check whether a theme came up in conversation, and more.
Access AI chat by navigating to a completed participant session, clicking "View recording" to open the drawer, and clicking the Chat tab.
Watch it in Action
When you ask a question in AI chat, it gives an answer and cites the specific parts of the transcript it’s pulling from. You can click on any citation to see the quote and jump directly to that part in the transcript.
You can ask questions like:
- What were this participant’s major pain points?
- What did they say about onboarding?
- Did they comment on pricing or competitors?
🛡️ AI chat only uses what the participant said in the session. It doesn’t pull in researcher comments or any outside sources.
Click the “+Start a new chat” button if you’d like to start a fresh conversation. Note that this will permanently clear your previous chat history.
FAQ
Who can use this feature?
Only teams with AI functionality turned on will have access. Admins can manage this setting at the organizational level.
What participant data can I add to the data grid?
You can layer any participant data that will add context for your analysis, such as screener questions, professional or demographic characteristics, and more. Use the search bar to select which columns to display.
Are the observations in the data grid the same observations as those in the session breakdown?
Yes, we pull the exact AI generated observations from the session breakdowns into the data grid so they can be easily viewed together in one place.
Why don’t I see anything in the Research Analysis area?
You may not have any sessions with recordings or transcripts yet! First, make sure your team has AI functionality turned on (admins can manage this setting at the organizational level)
Next, make sure to enable recordings and upload your discussion guide to your project—this will enable session breakdowns and populate the data grid with insights.
Can I export the data grid?
Yes, you can download the entire data grid as a csv file. When you export, all the automatically generated information from the session breakdowns will be included—tags, summary, sentiment, and any custom columns you have added.
Does AI chat save my conversation history?
Yes, the history of your current chat will be saved. If you choose to start a new chat, this will permanently clear the previous chat history.
Can I use AI chat across sessions?
Currently, each chat session is specific to one participant and doesn’t pull in data across other sessions (project-level chat is coming soon!)
