Guide
How to Build an Insight Agent
Step-by-step guides for researchers and product teams — objectives, structured fields, participants, analysis, and publishing. No coding required.
Product docs
- Getting startedConcepts and the recommended Insight workflow.
- Creating an interviewCreate a study, objectives, session shape, and co-pilot.
- Structured form fieldsField types, When to ask, and Follow-up details.
- Product projects & modulesGround interviews in product modules and context.
- Understanding analysisNotes, metrics, themes, and the analysis hub.
- Participants & linksLinks, CRM invites, embed, and voice chat.
- Publishing & testingTest preview, publish, and share safely.