Aha! Discovery is the research tool for managing customer interviews. Centralize meeting transcripts, uncover customer insights, and connect what you learn to your product roadmap.
Start with a product question, then use Aha! Discovery to gather the customer evidence that helps you answer it. Create studies, host interviews, and capture highlights from recordings and transcripts. Share what you learn and link it to the product work that needs context.
If you are just getting started, welcome! Use this article for a quick tour of the product, and please contact Customer Success if you have any questions.
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Start with a study
Create a study to focus your research on a product question or opportunity. Keep related interviews, research files, and highlights together so you can return to the evidence behind product decisions.
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Define the research focus |
Go to Prepare → Overview and add the question, goals, and assumptions for your study. |
Create an interview script |
Go to Prepare → Scripts and add guidance and questions for each interview. |
Draft questions faster |
Ask Elle, the AI assistant, to create interview questions based on your study goals. |
Invite research participants
Build a participant database to find people who can speak to the topic you are researching. Customize invitations and organize participants into groups so you can invite the right people to each study.
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Customize invitations |
Go to Prepare → Macros and update the invitation template to match your company voice. |
Create a participant group |
Go to Participants → Groups, then select Create. Use groups to invite relevant participants to future studies. |
Host an interview
Host interviews to understand how customers experience the problem you are researching. Use your script to guide the conversation, then capture the transcript and recording as evidence for your study.
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Generate a meeting link |
Connect Zoom or Microsoft Teams (available with Aha! Discovery Advanced) then generate a meeting link for the interview. |
Simplify scheduling |
Connect Google Calendar or Microsoft Outlook to share availability and let participants book time that works for them. |
Import meetings
Import recordings and transcripts from the meeting services you already use. Review customer conversations in one place, then capture the evidence that informs your product decisions. With Aha! Discovery Advanced, you can connect Microsoft Teams or Zoom for scheduling and recording imports.
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Import a recorded meeting |
Export the recording and transcript from your meeting service, then import them into Aha! Discovery. Choose your service below for detailed steps: |
Import customer calls from Gong |
Use the Gong integration to add call recordings and transcripts to an interview, or import an exported recording. |
Import research from other sources
Add survey responses, customer calls, and research files to compare evidence across sources. Use one study to understand where customer feedback reinforces or challenges your assumptions.
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Add survey responses |
Export responses from your survey tool as a CSV or XLSX file, then add the file to your study. Ask Elle to summarize responses or identify useful customer comments. |
Compare research sources |
Add related interviews, recordings, and research files to one study. Then ask Elle to analyze your research for recurring needs and themes. |
Capture and report on insights
Capture highlights from interviews and research files to preserve the customer evidence behind your findings. Ask Elle to summarize research, identify patterns, and prepare an insights report that supports your product decisions.
Elle and related AI capabilities use credits. Your account includes credits based on its products, plans, and paid seats. Administrators can monitor usage and set limits in account settings.
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Review research with Elle |
Ask Elle to summarize an interview or research file, identify customer sentiment, and surface useful highlights. |
Create an insights report |
Create a report from a study. Choose a template, then ask Elle to draft it from your study highlights. |
Share discovery insights |
Share what you learned with colleagues outside your account. |
Link to your product roadmap
Link research highlights to initiatives, epics, features, and ideas so the team can see the customer evidence behind product decisions. Create new product work from an insight when the research reveals a problem or opportunity worth exploring.
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Link a highlight to existing product work |
Highlight relevant transcript text in an interview, select Record, then search for the initiative, epic, feature, or idea you want to link it to. |
Create a new work record from an insight |
Highlight the insight, select Record, then choose Create record +. Select a record type and add the details. |