Research files

Customer interviews are essential for product discovery, but meaningful insights also come from other sources. You might also have satisfaction surveys, usability tests, and usage data that are important to your research. You can upload these research files directly to a study in Aha! Discovery and keep them alongside interviews. This centralizes everything you need for discovery so you can analyze it with AI, uncover new insights, and make thoughtful product decisions.

Click any of the following links to skip ahead:

• Overview

• Import research files

• Extract text

• Capture highlights

• Create reports

Overview

Workspace owners can import customer research files directly to a study to keep all product research in one place. You can import a single file at a time or import a batch of files in bulk.

Each imported file gets its own Aha! record, which functions much like an interview record. When viewing the record's Details view, the imported file appears on the left of the screen. There is an area for text or notes in the middle of the page and a side panel with highlights on the right.

Click the file to view it or its record details, depending on the file's format. See the table below for an explanation of what you can do with each supported file type:

When you capture highlights on a file's extracted text or in the notes you record for it, you can pull the highlights into a file-specific insights report or a study insights report. This helps you distill important insights from across all your customer research.

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Import research files

Import research files directly to a study, one at a time or in bulk.

1. Open a study and select Files.

2. Select Add files.

3. Drag and drop the files you want to import into the import area.

4. Click Import.

5. The file(s) will load on the screen. Each file's name will show in a list next to a thumbnail showing the file format.

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Extract text

You can extract text from PDF files. When you do, you can capture key highlights — just like you can with interview transcripts.

1. Open a study and select Files. Then, select the file you want to open.

2. Click Details.

3. The file will appear on the left.

4. Click Convert PDF to extract text from the file.

5. The extracted text will appear to the file's right. From here, you can analyze it with AI or capture highlights manually.

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Analyze with AI

Use the AI assistant menu to analyze extracted text (or notes you record manually) from your file:

• Use Summary to prompt AI to summarize the file.

• Use Learnings to extract learnings from the file. Learnings will be added to your Highlights menu, where you can save the learnings that provide useful insights.

• Use Quotes to capture helpful quotes.

• Choose Convert PDF to extract text from a PDF.

• Choose Ask any question to open the AI assistant and ask it to perform a specific task.

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Capture highlights

If you have extracted text or taken notes on a file, you can capture highlights from that text just like you can with an interview transcript.

1. Highlight text in the file where you want to point out a specific insight. Then, select a highlight type from the toolbar.

2. The highlight saves to the Highlights side panel. If the highlight is a Learning, you will add a title and description to distill what you learned. You can tag any highlight or link it to an Aha! record from the Highlights side panel.

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Create reports

You can pull any of the highlights you capture from a file record into an insights report. Create an insights report that is specific to the file, or pull highlights from the file into a study-level insights report.

1. To pull highlights into a file-specific insights report, click Report from your file. To pull highlights into a study-level insights report, navigate to the study the file is linked to and click Insights.

2. Click + next to Learnings or Quotes to add highlights from your file to the report.

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