Customer research can hone your existing product strategy — or redirect it. If you have connected Aha! Discovery with either Aha! Roadmaps or Aha! Ideas, then you can highlight inspiring sections of an interview transcript and use them to create new records.
Click any of the following links to skip ahead:
Overview
You can create the following record types (depending on the Aha! product you have connected):
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Aha! Roadmaps
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Aha! Ideas
Once created, the Aha! record will exist like any other record in your Aha! account. It can be modified, worked on, and tracked as part of your product roadmap. It will also retain a link back to the section of your interview transcript that inspired it. Any Aha! Roadmaps user with Aha! Discovery permissions will be able to see the full Aha! Discovery record. Users without Aha! Discovery access can hover over the link to see the highlighted insight that inspired it.
How to
To create an Aha! record from an interview transcript:
From the Studies section, open a study.
Click on Interviews, then click See transcript on the interview you have in mind.
Highlight any quotable section of the transcript and click the Record link button to create a new Aha! record inspired by the insight.
Click Create record + at the bottom of the modal, then select an available record type.
The record's create layout will open. Create the record by filling out all the required fields.