Getting Started: Your Home Page
Your Home page is the central hub of the Discovery Platform. It gives you a quick view of each step in the customer discovery process and helps you navigate easily between them.
Here’s what you’ll see and where to start:
Step 1: Canvas
This is where your journey begins.
The Canvas helps you map out key hypotheses about your idea, who your customers are, what problems they face, and what value you provide.
You can:
- Use AI: Enter a short description of your idea, and the platform will generate a starting Canvas for you.
- Create manually: Fill in each section yourself.
Tip: The AI Canvas is a great way to get started quickly. You can always edit and refine it later.
Step 2: Interview Templates
Once your Canvas is ready, it’s time to plan your Interviews.
Use this section to generate or customize interview templates with questions designed for each customer segment.
You can:
- Use AI to automatically generate them from your Canvas.
- Create your own templates.
Read our knowledge base article on the Templates feature.
Step 3: Calendar
Connect your Google Calendar and Zoom to keep everything in one place.
You’ll see upcoming meetings that can be synced with the platform.
Want to learn more? See our full guide on connecting your calendar and Zoom.
Step 4: Interviews
Once you start talking to customers, this is where everything comes together.
- The Interviews section lists your draft and published interviews.
Dive deep into the Interviews feature.
Insights
- The Insights section shows patterns and key takeaways from your interviews.
Learn how to create your own Insights.
Where to Focus First
If this is your first time doing customer discovery you may want to learn some of the basics first.
If you’re familiar with customer discovery and ready to get started in the platform, begin with:
- The Canvas to define your idea
- Interview Templates to plan your interviews
Once you've scheduled your first interviews you then start working on the next steps:
- Link to your Calendar and Zoom (optional)
- Deep dive into Interviews, Insights, and Interview Analysis