How to review insights and quotes
Review, refine, and edit the quotes and insights Smaply's AI pulled from your research transcripts, all in the investigation session view.
After Smaply analyzes your transcripts, the session view is where you check its work: read the quotes it highlighted, correct their sentiment, edit or add insights, and decide what carries forward into your portfolio. Every AI suggestion is yours to keep, change, or remove.
Plan availability
Research Hub AI is available on the Governance plan and during the free trial. On the Free plan there are no AI-extracted quotes or insights to review.
Prerequisites
You have an investigation that has finished analyzing. If you haven't created one yet, see How to create an investigation.
Open the session view
From the Research list, open the three-dot menu on your investigation's row and select View Analysis. (Right after analysis finishes, Explore findings takes you to the same place.)
The session view has two working panels plus a detail panel that opens when you select an insight:
Sources (left) - your uploaded transcripts and the quotes pulled from each.
Insights (center) - every insight the analysis generated, grouped by category.
Insight details - opens below the panels when you click an insight, where you edit its name, summary, and linked quotes.
The header carries the investigation name, running counts of Sources, Quotes, and Insights, and an Exit session button to return to the list.
Review and refine quotes
Quotes live inside the transcripts in the Sources panel. The top of the panel shows the sentiment split across the whole investigation; each source lists its filename, quote count, and its own positive, neutral, and negative counts.
Click a source to expand its transcript. AI-extracted quotes appear as colored highlights in the text: green for positive sentiment, pink for negative. Hover a highlight to see the AI-generated summary of that quote.
You can adjust any quote directly in the transcript:
Change its sentiment - switch the highlight color (green for positive, pink for negative; a neutral face marks a neutral quote).
Remove a quote - deselect its highlight so the text is no longer marked as a quote.
Add a quote - highlight any passage of transcript text that the AI missed.
Link a quote to an insight - drag the highlight into an insight in the center panel.
Review and edit insights
The Insights panel lists every insight from the analysis. The count next to the heading is the total; the category tabs across the top let you filter to one category at a time. The full set is All, Pain, Gain, Need, Expectation, Emotion, Workaround, Barrier, Opportunity, Trend, and Observation, each tab showing how many insights fall under it.
Each row shows the insight name, its category, and counters for its linked quotes and their sentiment. Use the search icon to find an insight by name, or + Add insight to create one the analysis didn't surface.
Click any insight to open its details below the panels.
The Insight name and Summary fields are editable. Edit them in place to refine the wording or correct what the AI generated. The Quotes list shows every quote linked to this insight, and Previous and Next step through the insights without leaving the detail view.
When an insight is ready to carry into your portfolio, click Add to portfolio to start the guided flow. To remove an insight, click Delete; Close returns you to the list.
Edit several insights at once
To act on more than one insight, select their checkboxes (or the checkbox beside the Insights heading to select all). A Bulk edit bar appears with the number of items selected.
From the bar you can Add to portfolio to send the whole selection through the add flow together, or Delete to remove them all at once.
What carries into your portfolio
Adding insights to your portfolio is its own guided flow, where you choose whether each one becomes a new portfolio item or joins an existing one, and the quotes ride along as evidence. See How to add findings to portfolio.
Related topics
Last updated