Insights — Turn raw evidence into ready decisions.
For research, product, and design teams who need speed and proof, Insights structures your interviews and documents into reusable codebooks, explainable insights, and shareable themes—every claim linked to its source.
Insights without the rework
Create snippets directly from transcripts, docs, or video timestamps—no copy-paste. Each highlight captures speaker, time, and source, provenance is automatic. Save it and reuse it anywhere in the project without losing the link back to the original evidence.
One tagging system for everyone
Apply shared tags to snippets and promote them into insights with one click. Insights platform manages your taxonomy so it's clean as teams scale. Over time, your codebooks become institutional memory that standardizes analysis across projects.
Themes you can defend
Group findings into themes with AI assistance that shows its work—see suggested clusters, rationale, and direct citations. Including coverage and confidence. The result is a theme you can stand behind: concise, explainable, and backed by traceable sources.
Publish anywhere
Publish selected insights and themes to Reports or a scoped ChatDex link—private, org-wide, or public with passcode. Stakeholders can verify claims in one click via inline citations and quote previews. Export evidence packs when you need an audit-ready trail.
Capture the evidence—without losing the source
- Highlight once: Create a snippet with speaker, time, and source.
- Add context fast: Leave a comment or tag for future you.
- Stay traceable: Every snippet links back to the original evidence.
- Hide content: Hide content deemed unnecessary for other eyes
From signals to sense—insights you can defend
- Select the evidence: Pick snippets from table or Kanban.
- One click → insight: Sources and coverage carry forward.
- Ready to ship: Promote to themes or publish to Reports.
One tagging system for everyone
- Tag with confidence: Suggestions keep labels consistent.
- See it scale: Code/tag reuse counts show what patterns matter.
- Build memory: Codebooks become institutional knowledge.
The governed workspace for research
Built for secure, collaborative analysis
Workspace & Projects
Operate in a single, governed workspace that holds everything—interviews, docs, snippets, findings, insights, and reports—so evidence stays connected from capture to decision. Projects come pre-scaffolded with shared codebooks, tags, docs & whiteboards, standardizing how teams analyze across initiatives. Clear scopes keep artifacts where they belong, and when it’s time to share, you can publish to Reports or scoped Chat links without breaking provenance.
Secure by design
Access is enforced with RBAC/ABAC at the org, workspace, project, and artifact levels, following least-privilege by default. Sensitive data is PII-aware from capture through reporting—masking and redaction are built in, with reveal-on-authority trails for oversight. Audit-ready: version history, evidence locks, activity logs, and exportable proof packs provide a verifiable chain of custody.
Collaborative by default
Insights supports true multi-user analysis with concurrent editing, comments, mentions, and lightweight review checklists. Shared codebooks keep labeling consistent at scale, with suggest/approve flows to evolve your taxonomy without chaos. Sharing is powerful but safe: choose private, org-wide, or public (with passcode) and add rate limits for Chat to control exposure.