The Intelligence Hub is included on the Professional and Enterprise plans.
What you can do
Getting started
Click Intelligence Hub in the left navigation. Work is organized into sessions — independent workspaces, each with its own sources, chat history, and generated outputs.1
Create a session
Click New Session and give it a name, such as “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.
Page layout
Adding sources
Sources are the data behind every answer and every generated output.Sync a study
Syncing a study pulls in its interview transcripts and its report.1
Select a study
In the Sources panel, open the study dropdown. It lists completed studies not yet synced to this session.
2
Sync
Confirm the sync. A message shows how many transcripts came across and whether a report was included.
Upload external files
Click Add external sources to upload documents alongside your study data.
Files are indexed automatically; the status changes from Uploading to Completed when a file is ready to query. Deleting a source removes it from the session permanently.
Asking questions
Type a question into the Chat panel. Answers are drawn from every source in the current session and stream in as they’re written, with full formatting — tables, lists, and headings. 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.”
Citations
Answers carry numbered references back to the source material. Click a citation to see the transcript or document it came from, so you can check any claim against what the participant actually said.Answers can occasionally be inaccurate. For decisions that matter, follow the citations back to the source.
Generating outputs in Studio
The Studio panel turns your sources into deliverables. Both output types run in the background — you can keep chatting while they build.Reports
1
Click Reports
In the Studio panel, click Reports, then Generate Report.
2
Add a 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 name the report, then click Generate. Click the report name when it’s ready to open it with its formatted content, associated interviews, and source references.
PowerPoint presentations
1
Click PowerPoint
In the Studio panel, click PowerPoint, then Generate PowerPoint.
2
Add a prompt
Describe the focus — for example, “Cover the top three issues participants raised, one slide each, written for an executive audience.”
3
Generate
Click Generate. View or download the deck once it completes.
Managing outputs
Everything you generate appears in the Studio panel with its name, type, and creation date.Managing sessions
Sessions keep separate projects from bleeding into each other.
Each session has its own sources, chat history, and generated outputs.
Example workflow
- Create a session — “Q4 customer insights.”
- Sync studies — add the three studies you ran last quarter.
- Upload supplementary data — a competitor analysis PDF, a survey export.
- Ask questions — “What are the top three reasons customers leave?”
- Generate a report — “Synthesize findings across all three studies, focusing on what we should change first.”
- Generate a presentation — a stakeholder-ready deck from the same sources.
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.
Next steps
Reports
Per-study report generation
Create a study
Run more studies to feed the hub

