Customer insights should lead to action. If you use Aha! Discovery with other Aha! products, your customer research can flow directly to the records where it is most useful. This helps teams make informed product decisions with the customer evidence close at hand.
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Link Aha! Discovery highlights to Aha! records
From entire studies to individual insights, you can use your work in Aha! Discovery to inform product development at the right level of detail. There are several ways to do this.
You can also use Elle, the AI assistant, to create highlights from interviews or research files and suggest records to link. Review the suggested links before saving them, and link one highlight to multiple records when the same evidence supports more than one roadmap decision.
Link highlights manually
Use these options when you want to choose the records yourself.
On an insights report (either for a study or individual interview), scroll to the Links section at the bottom and click the + button to link to existing Aha! records. Once linked, your Aha! Discovery record will appear on that record's Research tab.
On an interview transcript, highlight any quotable section and click the Record link button to either link to an existing Aha! record or create a new one inspired by the insight. When you do, your link will appear in the Links section of the transcript as well as on that Aha! record's Research tab.
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On an interview's Highlights side panel, link any saved summary, learning, quote, or answer to an Aha! record. Your link will appear in the Links section of the transcript as well as on that Aha! record's Research tab.
When linking a highlight to an idea, you can add study participants as subscribers to the idea you link to. Check the boxes next to the participants you want to subscribe and select Add subscribers. Subscribers receive portal notifications for the idea.
Link highlights with Elle
Use this option when you want Elle to help find relevant records based on the evidence in your research.
Use Elle to create highlights from interviews or research files based on the themes, problems, or quotes you want to capture.
Ask Elle to suggest records to link to those highlights.
Review the suggested links before saving them.
Link one highlight to multiple records when the same customer evidence supports more than one roadmap decision.
Did your custom research inspire new work? Create Aha! records from scratch here and add them to your roadmap.
Include Aha! Discovery records on the Research tab
Link customer research directly to work items in Aha! Roadmaps, Aha! Ideas, and Aha! Develop through the Research tab. This keeps insights top of mind (and easy to access) when you are making critical decisions about prioritization, scope, and definition.
Research tabs are available for:
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Aha! Roadmaps
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Aha! Ideas
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Aha! Develop
To connect Aha! Discovery studies or individual interviews to an Aha! record, open the record and click on the Research tab.
From here, scroll down to the Perspectives card, find the Interviews section, and click Add.
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Choose between a Study or an Interview.
If your Aha! record has inspired new customer research, you can Create a new one.
If you want to bring in existing research, click to Link to existing Aha! Discovery records.
Once linked, you can move between the Aha! record and the Aha! Discovery research with ease. On your Aha! record, you will see a link to the customer research as well as its status and duration. On the Aha! Discovery record, you will see a link to the Aha! record under the Related tab along with its status.