Home Page for Team Members

The Home page in the Discovery Platform shows each of the steps in the customer discovery process. Let’s walk through each section and learn how to efficiently use the tools of the platform to simplify your workflow.

Step 1:

The Canvas

The Canvas is a visual tool used to map out key hypotheses about your business idea. In the platform you can visualize, edit, and refine each hypothesis based on insights gathered during customer discovery.

How to create your canvas:

• Manual Entry
  • If you click on "Create Manually you will be taken to the Canvas feature where you can manually fill out the canvas by clicking each section and entering your hypotheses.
• AI Canvas Creation
  • For a quicker setup, use our AI tool to automatically generate a Canvas based on a short description of your idea or existing business. This provides a strong starting point you can refine as needed.

Step 2:

Interview Templates

Once the Canvas is filled out you should move on to your next step - Interview Templates. Here, like with your Canvas, you can manually create interview templates or create using AI. If you filled out your Canvas using AI, you can use the AI feature which will create templates based on each of your customer segments with a series of questions related to them. When you have Templates added you can click on them in the list to view and edit their contents.

Step 3:

Calendar

The Calendar feature links both to Google Calendar and Zoom. This allows you to see upcoming meetings scheduled so you can opt in to having them synced with the platform. Use the toggles at the top of this section to switch from viewing your calendar to your cloud recordings to see the list of your meeting recordings. We go more in-depth on this feature in its dedicated article.

Step 4:

Interviews

On your Home page the Interviews section shows lists of your published and draft Interviews. You can add an interview at anytime from the button at the top of the page or access the Interviews feature to view and manage all of your interviews more thoroughly.

Insights

Similarly to the Interviews section on the Home page, a list of all of your Insights from your customer discovery interviews will appear in the Insights section. Clicking any of the insights in this list will bring you to the Insights feature where you can view more details about the selected insight.

Now that you've had an overview of the Home page, think about how all of these features tie in together and work to make sure all of your efforts focus on the ultimate goal of customer discovery - understanding your customer.