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Getting AI Insights

This guide walks through getting insights from the files in a project.

1. Start a project​

Click New Project, add files, and set the language to match your content. See Getting a Transcript for the full upload flow.

2. Wait for processing​

Each file goes through transcription and indexing. You'll get an email when the project is ready. Files that finish early already work in chat while the rest process.

3. Ask for insights in chat​

Open the Chat tab and ask the agent. For example:

  • "What are the top pain points across these interviews?"
  • "What did participants react positively to?"
  • "Compare the feedback between Round 1 and Round 2."

The agent reads across the files and answers with citations back to the source lines.

4. Turn answers into cards​

Where it's useful, the agent proposes insight cards under a Proposed insights block. Each card shows the insight text and its category. Click Add to collection on any card to drop it onto your collection board, or View collection to jump there. See Creating a Kanban Collection.

5. Cross-file synthesis​

Project-wide synthesis happens in chat. Ask "What's the top theme across all interviews?" and the agent reads every file and gives you one answer with citations. See AI Chat.