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 Smaply's paid plans (Repository and above). 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.

In this guide

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.)

Investigation session view with three panels: a Sources list on the left, an Insights list in the center, and an insight detail panel below. The header shows the investigation name and counters for Sources, Quotes, and Insights.

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.

Sources panel showing an aggregate sentiment summary at the top and six transcript files below, each with a quote count and a breakdown of positive, neutral, and negative sentiment 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.

An expanded transcript in the Sources panel. Passages of the interview are highlighted in green and pink, marking the quotes the AI extracted and the sentiment it assigned to each.

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.

Insights panel header with a select-all checkbox, the insight count, a search icon, and an Add insight button. Below sits a row of category filter tabs (All, Pain, Gain, Need, Expectation, Emotion, Workaround, Barrier, Opportunity, Trend, Observation) above the list of insight rows.

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.

Insight details panel. The left side lists the insight's linked quotes; the right side has editable Insight name and Summary fields. The top row has Previous and Next navigation, a position counter, and Add to portfolio, Delete, and Close actions.

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.

Insight categories (Pain, Gain, Need, and so on) are a research-synthesis layer. They are not the same as portfolio item types (Pain point, Opportunity, Solution). You choose the portfolio type later, when you add a finding to the portfolio.

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.

A Bulk edit bar showing two items selected, with Add to portfolio and Delete actions and a control to close the selection.

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.

How to create an investigation

Start an investigation, upload transcripts, and let AI extract quotes, sentiment, and insights.

How to add findings to portfolio

Promote insights and quotes from an investigation into portfolio items as evidence.

PreviousCreate an investigation NextAdd findings to portfolio

Last updated 24 days ago