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Help centerDovetail AcademyGetting started with projects

Make your insight digestible

Before moving ahead...

Watch our webinar chapter on How to package your insight (3:59 - 12:37 mins) to see how you can organize key customer moments within an insight.

Insights are a flexible object where you can present your research and findings in whatever way you want.

You can create a new insight by selecting a number of highlights in your project, or you can start from scratch in Insights. Either way, you'll bring in your raw data as highlights or reels.


Curate a concise narrative with reels

Round up and present key moments in a compelling way within a reel block. You can embed, customize, and re-order video and audio highlights into a reel directly within insights.


Increase readability with layouts and cards

Arrange content in visually appealing ways and group related references into 2 or 3-column layouts. You can create distinct side-by-side text sections, feature callouts, and embed references, images, or files.


Style text content with editor tools

Ease stakeholders through your findings by polishing how text is displayed. Use the insight text editor to establish clear headings with different sizes, quote blocks, and bulleted lists to summarize key points.


Show and tell with highlights

Draw attention to your customer's thoughts and feelings by inserting individual snippets of text, video, or audio highlights surfaced from customer interviews, sales calls, or usability tests with reference blocks.

🎓 Homework

Organize your highlights within an insight to establish a narrative around your findings. If you have video highlights, try using our insight template 'User interviews' to add your highlights to a reel.

View template


Summarize and present
Insights
Summarize and present
Highlight reels
Emily Brogan

Customer Education


Next lesson

Share your insight with others

Share your insight with others

Last updated23 September 2024
Duration6 min

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