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The Intelligence Hub is a workspace where you combine data from multiple studies, ask questions in plain language, and generate structured outputs like reports and presentations. Every completed interview can feed into the hub, so your searchable repository of customer knowledge grows with each study you run. For what a single study found, use its study report instead.
The Intelligence Hub is included on the Professional and Enterprise plans. On Starter you can open a pre-populated sample session to see how it works; creating your own sessions prompts you to upgrade.

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What you can do

  • Ask questions that span several studies at once
  • Upload external files alongside your study data
  • Get cited answers in chat
  • Generate custom reports and PowerPoint decks
  • Ask for changes to a generated report or deck in plain language
  • Keep projects apart in separate sessions

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Getting started

Click Intelligence Hub in the left navigation. Your work is organized into sessions, listed beneath it. Each session has its own sources, chat history, and generated outputs. A session page has three panels:
1

Create a session

Click Create new session. It opens as “Untitled Session”; rename it from the session’s ⋮ menu to something like “Q1 churn deep-dive.”
2

Add sources

Use the Sources panel to sync completed studies or upload files.
3

Ask a question

Type into the Chat panel. The answer is drawn from every source in the session.

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Adding sources

Sources are the data behind every answer and every generated output.

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Sync a study

Syncing a study brings in its interview transcripts and, if it has one, its study report.
1

Select a study

In the Sources panel, open Add study as source. It lists your studies not yet synced to this session, with a search box. When everything’s synced, it reads All studies synced.
2

Sync

Click Sync Assistant Data. A message shows how many transcripts came across and whether a report was included.
When a synced study has collected new interviews since you added it, a Re-sync button appears on that source. Click it to bring them in.

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Upload external files

Click Add external sources to upload documents alongside your study data. A file is ready to query when its status changes from uploading to completed. Deleting a source removes it from the session permanently.
Upload competitor research, survey exports, or internal strategy documents to get answers that combine your interview data with the wider context.

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Asking questions

Add at least one source, then type a question into the Chat panel. Answers draw on every source in the session. Questions that work well:
  • Patterns — “What are the most common complaints across all onboarding interviews?”
  • Comparisons — “How does satisfaction differ between new and returning customers?”
  • Specific topics — “What did participants say about pricing?”
  • Cross-study — “Compare what churned customers said with what current customers said.”
  • Documents — “Summarize the key findings from the PDF I uploaded.”
Chat history saves automatically and persists between visits.

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Citations

Answers carry numbered citations. Click one to see the transcript or document it came from. Answers can be inaccurate, so check the citations before acting on anything important.

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Generating outputs in Studio

The Studio panel turns your sources into deliverables. Both output types build in the background, so you can keep chatting.

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Reports

1

Click Reports

In the Studio panel, click Reports.
2

Add a prompt

In Custom Prompt, describe what the report should focus on. For example: “Analyze satisfaction trends across all onboarding interviews and highlight the top three pain points, with supporting quotes.”
3

Generate

Optionally fill in Report Name, then click Generate Report. When it’s ready, click its name to open it.

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PowerPoint presentations

1

Click PowerPoint

In the Studio panel, click PowerPoint.
2

Add a prompt

In Custom Prompt, describe the focus. For example: “Cover the top three issues participants raised, one slide each, written for an executive audience.”
3

Generate

Optionally fill in PowerPoint Name, then click Generate PowerPoint. View or download the deck once it completes.

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Revising an output

Open a completed report or PowerPoint and type into Ask for changes to this output… at the bottom. For example: “Shorten the executive summary and add a slide on pricing.” Click Send. The update runs in the background, so you can close the view and come back. The revised version opens in the same view and is saved to your outputs.

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Managing outputs

Everything you generate appears under Outputs in the Studio panel with its name, type, and creation date. Click an output to open it; the rest is in its ⋮ menu.

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Managing sessions

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Example workflow

  1. Create a session: “Q4 customer insights.”
  2. Sync studies: add the three studies you ran last quarter.
  3. Upload supplementary data: a competitor analysis PDF, a survey export.
  4. Ask questions: “What are the top three reasons customers leave?”
  5. Generate a report: “Synthesize findings across all three studies, focusing on what we should change first.”
  6. Generate a presentation: a stakeholder-ready deck from the same sources.

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Tips

  • Start narrow. Specific questions beat broad ones. “What did users say about the checkout flow?” outperforms “Tell me about the user experience.”
  • Combine studies. The hub earns its keep when several studies are in one session and it can compare across them.
  • Write the prompt for the audience. A report for your product team should ask for different things than one for your board. Say which in the prompt.
  • Build over time. Each study you sync makes every future question richer.

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Next steps

Best practices

Design studies that produce better interviews to analyze.

Reports

The per-study report each study produces.