Analyze on a Whiteboard

To create a new Whiteboard, go to the Artifacts tab of your project or use the sidebar on the right.

Start with an empty Whiteboard or a prepared layout for affinity mapping or user journey maps, for example. Next, you can bring the whiteboard to life by referencing evidence such as highlights, Clusters, text, and more.

When opening the Whiteboard in the sidebar, you can easily drag any research data to the Whiteboard. This view is compelling as it allows you to apply filters, sort research Highlights by contextual information, and only add relevant data to the Whiteboard.

Besides research data, it's possible to add text, images, lines, Clusters, and rectangles to any Whiteboard. Tip: You can lock elements to preserve a layout while keeping all flexibility to edit information or add Highlights.

Find similar Highlights for Clusters

AI can help you identify similar Highlights to add to a Cluster based on their semantic similarity.

1. In your Whiteboard, click in the upper-right corner of a Cluster, or open full view of a Cluster and go to its bottom.

   

2. Click Find similar Highlights.

3. Bulk-select the most pertinent recommendations: Review the suggestions generated by the AI and choose the ones that are most relevant to your Cluster.

   

4. Click on Add to Cluster when happy with your selection.

Auto-clustering allows you to synthesize research Highlights by sentiment or themes with the help of AI.

Use it to surface insights in seconds while still having control over the outcomes by querying your research data, refining Clusters, and reapplying AI to further break down Clusters.

1. Once you’ve added your Highlights to the Whiteboard, click the icon. This can work on all or a selection of Highlights on a Whiteboard.

2. Choose between the Auto-clustering options:

   1. Sentiment: Automatically group Highlights as positive, negative, or neutral.

   2. Themes: Describe the themes, patterns, or answers you’re looking for.

3. Condens will automatically cluster data to help you make sense of it.

4. Reapply Auto-clustering to modify your descriptions. Iterating will help refine the insights you find or dig deeper into them.

Tips and examples

Theme descriptions can be structured as questions or statements and be as detailed as you like — ranging from open-ended and exploratory to more specific and contextual. You can experiment with combining these approaches as you reapply Auto-clustering, helping you surface the insights you’re after. Here are some examples:

• “I’m trying to learn about pain points customers have”.

• “What are the main suggestions for improvement, pain points, and areas of satisfaction mentioned in the feedback on this feature release?”

• “These highlights are from usability tests. Group the findings into areas of confusion, smooth interactions, and overall task success.”

• “These highlights are related to users’ motivations, frustrations, and product interaction habits. I want to understand what are the common behaviors, recurring pain points, and key motivations.”

• “Acme Corp. is a B2B software company specializing in workflow automation tools for mid-size businesses. We’ve collected feedback on the core product, which streamlines project management. Identify user expectations, frustrations, and feature requests to find areas for improvement and drive feature adoption.”

Play around with different levels of detail until you find what works best for your research style and goals.

Zoom out to discover how mapped Clusters are connected and spot high-level trends. Or zoom in and go into detail on the infinite Whiteboard.

Tip: You can use shortcuts or hold while using the trackpad/mouse to speed up zooming in and out.

To move around on the Whiteboard, click on the Hand icon on the left side of your Whiteboard.

Tip: There are multiple ways to move around the Whiteboard. Hold the space bar while navigating to temporarily switch to move around the board.

Like all Artifacts, you can share or publish your Whiteboard with just a few clicks. You can also select only a part of the Whiteboard and turn this selection into a new embedded Artifact that can be shared separately.

All active research roles (Admins and Researchers) can work on Whiteboards simultaneously, as it's made for real-time collaboration.

In addition, all other roles, like Stakeholders, currently can view shared Whiteboard and comment.

You’ll find an initial set of Artifacts in your account, each with a different purpose. There are two different styles: page-based and Whiteboard-based Artifacts. Learn more about Artifact Types.