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Downloading and sharing

Learn how to share and download key takeaways and user clips to inform product and stakeholder decisions.

Updated over 2 weeks ago

Sharing insights

All summaries and key insights (themes, pain points, positive sentiments, opportunities, behaviors, and wants) can be copied or shared via a direct link.

Click Copy to copy the text, or click the Share icon to copy a link. Recipients can view the summary or specific insight after signing in to their Optimal account.

Downloading highlight reels and clips

You can download highlight reels and clips from the Results > Insights or Results > Chats sections.

Click Download video below the highlight reel or choose Download clip from the ... menu in a citation box.

Downloading the highlight reel

Downloading a citation clip

Under Results > Recordings, you also have the option to quickly create a "quick clip" by highlighting key quotes or moments in your transcripts and instantly downloading them to share with your team.

Downloading a clip from your transcript

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