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Create an Insight in Qualitative Insights

Learn how to create and edit a new Insight in Optimal.

Updated this week

Overview

The Insights feature within the Qualitative Insights tool allows you to capture meaningful takeaways and key findings from a study faster and more efficiently. Each Insight consists of a title, description, and a selection of relevant observations.

With Insights, you can instantly view all Insights on the overview page or deep dive into individual Insights to inform key decisions.

Individual Insight view

Team members can create and edit new Insights on the dedicated Insights tab. Note takers cannot create or edit new Insights.


Create an Insight

  1. Click on + Create new insight

  2. Click on + Edit observations to add individual observations

    1. Optional: Click on + Add filter on the Add observations page to apply 'and/or' logic to filter by keywords, tags, affinity map groupings, tasks, segments, sessions, or notetaker, and select the observations to add to an Insight.

  3. After selecting an Insight to view it, you can:

    1. Add or edit the title

    2. Add or edit the summary/description

    3. Add or remove observations

    4. Delete the Insight

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