Evidence beats recollection. Customer interviews carry more weight when you share what was said, ideally with a clear visual. Add highlights captured in customer interviews to a whiteboard to turn conversations into concrete insights. Arrange them to reveal themes, gaps, and opportunities. Collaborate with the team in real time to discuss what you see. Then, decide what to do next. This helps you move from research to decisions with shared understanding and confidence.
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Overview
Whiteboards are available when using any Aha! Discovery plan with Aha! Roadmaps or Aha! Ideas. Whiteboards are also available for customers using Aha! Discovery Advanced as a standalone plan.
Workspace contributors can add highlights captured from interview transcripts to a new or existing whiteboard from the highlights list report. On the whiteboard, highlights are grouped automatically by study and interview to provide clear context. Anyone with access to the whiteboard can view the highlights.
Each highlight appears as a card with the highlight type in the upper left, the text in the center, and the avatar of the researcher who captured it in the upper right. Anyone with edit access to the whiteboard can move highlight cards or add them to templates to visualize findings in different ways.
You cannot edit highlight data from a whiteboard.
Export highlights to a whiteboard
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Access the highlights list report that you want to export to a whiteboard.
Navigate to Studies -> Highlights to export all highlights across all interviews and studies in your workspace to a whiteboard.
To open a specific study's highlights list report, open the study and navigate to Insights -> Highlights.
(Optional) Filter the highlights list by type, tag, or date if you want to export only certain highlights to a whiteboard.
Click Export in the upper right.
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Use the toggle to Show participant names or Hide participant names according to your privacy preferences.
Hidden participant names are replaced with participant numbers.
Select Whiteboard as objects.
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In the Add to whiteboard window, choose a whiteboard option:
Select Existing whiteboard and choose a whiteboard in your account.
Select Create new whiteboard, choose a workspace, and name the whiteboard.
Click Create whiteboard.
The whiteboard will open with the highlights arranged by interview and study.
Add a whiteboard template
Your customer highlights are now on the whiteboard. Not sure where to start? Try one of the purpose-built templates from the template library:
Use the Customer empathy map template to gain insights into customer perspectives, needs, and feelings.
Use the Customer journey map template to sketch the entire customer journey and build more lovable experiences.
Use the Opportunity solution tree template to map challenges, explore solutions, and pinpoint the best path forward.
To add a template to your library, click the Template icon from the whiteboard toolbar. Hover over any template and click Use template to add it to your whiteboard. From here, you can drag and drop highlight objects onto the template to visualize customer research in different ways.