Insights Overview

Vistaly has everything your team needs to collect, analyze, and make sense of what you’re hearing from customers to understand how it does (or doesn’t) fit into the broader product or business strategy.

Collect insights from:

  1. Discovery Interviews: conducted by product teams
  2. Customer Feedback: passed along by customer-facing sales, support, and success teams

You can attach Insights directly to Opportunities (or any other card type) in your tree, making it easier for your team to prioritize the work that will have more impact on achieving your Outcomes.

Insights are the attachable part of an Interview or piece of Feedback to a card in your workspace.

Opportunities vs Insights

An Opportunity is the “synthesized” version of a customer pain point, need, or desire.

Insights are the individual instances of your customers expressing that pain point, need, or desire - making insights the underlying evidence supporting the opportunity.

Discovery Interviews

Product managers, designers, and researchers take and store their long-form discovery interview notes in a collaborative, rich text editor.

Once the interview has ended, Vistaly makes it easy to integrate your research with cards in the workspace as linked snippets (Insights).

Read the full docs for Interviews →

Customer Feedback

As customer-facing teams (like sales, support, and customer success) talk to prospects and customers, they can relay product Feedback and other important information to the product team.

Read the full docs for Feedback →

Associating Insights with Users and Customers

Feedback without context is a missed opportunity and less helpful when prioritizing in your workspace. To get more out of your interviews and feedback, create a clear snapshot by capturing:

  • Who the subject of the Interview or Feedback is (In a B2B context, you can include the company they belong to)
  • The internal team member who interviewed or passed along the Feedback
  • The date the interview was conducted or the feedback was collected
  • Where readers of the Insight can go to learn more about the interview or customer (call recording or CRM record)

What if we are a B2C Company?

If you’re a B2C company and it doesn’t make sense to group people by their company, you can turn Organizations off in Advanced Settings.