> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userintuition.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Intelligence Hub

> Query across all your research data with AI-powered chat, generate reports and presentations, and build a searchable knowledge base from every study.

The Intelligence Hub is your organization's AI-powered research knowledge base. It aggregates data from all your studies and external documents into a single, searchable workspace where you can ask questions, spot patterns, and generate polished outputs.

<Info>
  The Intelligence Hub is available on the **Pro Plan** and above.
</Info>

***

## What you can do

| Capability               | Description                                                                 |
| ------------------------ | --------------------------------------------------------------------------- |
| **Cross-study analysis** | Ask questions that span multiple studies at once                            |
| **Document upload**      | Add external files (PDFs, spreadsheets, presentations) alongside study data |
| **AI chat**              | Get instant, cited answers from your entire research library                |
| **Report generation**    | Create structured research reports from your data                           |
| **PowerPoint export**    | Generate presentation-ready slide decks                                     |
| **Session management**   | Organize work into separate sessions with isolated sources and history      |

***

## Getting started

<Steps>
  <Step title="Open the Intelligence Hub">
    Click **Intelligence Hub** in the left navigation bar.
  </Step>

  <Step title="Create a session">
    Click **New Session** and give it a name (for example, "Q1 Churn Analysis"). Each session keeps its own sources, chat history, and generated outputs separate.
  </Step>

  <Step title="Add sources">
    Use the **Sources** panel on the left to add data. You can sync completed studies or upload external files.
  </Step>

  <Step title="Ask a question">
    Type a question in the chat panel, such as "What are the top 3 reasons customers churned last quarter?" The AI searches across all sources in the session and returns a cited answer.
  </Step>
</Steps>

***

## Adding sources

### Sync a study

When you sync a study, its interview transcripts and report are imported into the current session.

<Steps>
  <Step title="Open the Sources panel">
    In the left panel, click the dropdown under **Sync Study**.
  </Step>

  <Step title="Select a study">
    Choose from the list of completed studies that have not yet been synced to this session.
  </Step>

  <Step title="Confirm sync">
    The system imports all transcripts and, if available, the study report. A confirmation shows how many transcripts were synced.
  </Step>
</Steps>

### Upload external files

You can upload documents to enrich your research context. Supported formats:

| Category      | Formats                                         |
| ------------- | ----------------------------------------------- |
| Documents     | `.pdf`, `.doc`, `.docx`, `.txt`, `.md`, `.html` |
| Spreadsheets  | `.csv`, `.xlsx`, `.xls`                         |
| Data          | `.json`                                         |
| Presentations | `.pptx`                                         |

<Steps>
  <Step title="Click Upload">
    In the Sources panel, click the upload button.
  </Step>

  <Step title="Select files">
    Choose one or more files from your computer.
  </Step>

  <Step title="Wait for processing">
    Files are indexed automatically. The status changes from **Uploading** to **Completed** when ready.
  </Step>
</Steps>

<Tip>
  Upload competitor research, survey exports, or internal strategy documents to get AI-powered answers that combine your interview data with broader context.
</Tip>

***

## Asking questions

Type any question into the chat panel. The AI searches across all sources in the current session and returns an answer with numbered citations (e.g., `[1]`, `[2]`).

**Example questions:**

* "What are the most common pain points mentioned by churned customers?"
* "Compare feedback from enterprise vs. SMB users on onboarding."
* "Summarize the key themes across all interviews about pricing."

### Citations

Every AI response includes numbered references that link back to the source material. Click any citation number to see which document or transcript it came from.

***

## Generating outputs

The **Studio** panel on the right lets you create structured deliverables from your research data.

### Reports

<Steps>
  <Step title="Click Generate Report">
    In the Studio panel, click **Generate Report**.
  </Step>

  <Step title="Add a prompt">
    Describe what the report should focus on. For example: "Analyze the top 3 user pain points and include supporting quotes."
  </Step>

  <Step title="Optional: name the report">
    Give the report a custom name or leave it as the default.
  </Step>

  <Step title="Generate">
    Click **Generate**. The report processes in the background and a notification appears when it is ready.
  </Step>
</Steps>

### PowerPoint presentations

<Steps>
  <Step title="Click Generate PowerPoint">
    In the Studio panel, click **Generate PowerPoint**.
  </Step>

  <Step title="Add a prompt">
    Describe the presentation focus. For example: "Focus on user pain points and satisfaction levels. Analyze the top 3 most common issues mentioned by participants."
  </Step>

  <Step title="Generate">
    Click **Generate**. The presentation is built in the background and you can view or download it once completed.
  </Step>
</Steps>

<Note>
  Report and presentation generation runs asynchronously. You can continue chatting while outputs are being created.
</Note>

***

## Managing sessions

Sessions let you organize your Intelligence Hub work by project, quarter, or topic.

| Action     | How                                         |
| ---------- | ------------------------------------------- |
| **Create** | Click **New Session** and enter a name      |
| **Switch** | Select a session from the session list      |
| **Rename** | Click the session name to edit it           |
| **Delete** | Open the session menu and select **Delete** |

Each session has its own:

* Uploaded and synced sources
* Chat history
* Generated reports and presentations

***

## Tips for better results

<AccordionGroup>
  <Accordion title="Be specific in your questions">
    Instead of "What did customers say?", ask "What did enterprise customers say about the onboarding experience in the last 3 months?"
  </Accordion>

  <Accordion title="Sync multiple studies for cross-study insights">
    The Intelligence Hub is most powerful when it can compare findings across studies. Sync all related studies into the same session.
  </Accordion>

  <Accordion title="Use custom prompts for reports">
    Tailor your report prompts to the audience. A prompt for your product team will differ from one for your executive stakeholders.
  </Accordion>

  <Accordion title="Upload supplementary context">
    Adding competitive analysis, survey data, or strategy documents helps the AI provide richer, more contextualized answers.
  </Accordion>
</AccordionGroup>