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InsightFlow AI Research Customer Research PipelineAI Customer Research Automation Platform · V20
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AI Customer Research Automation Platform

Turn business problems into traceable, in-depth user insights

Starting from a clear business problem, an auditable interview guide, interviewee selection and interview records are formed, and an insight report and key themes with evidence references are generated to assist product or business decision-making.

  1. 01
    Define the research questionCreate a research project and save the business question, research objectives, and underlying boundaries.
  2. 02
    design interviewGenerate interview guide and complete manual review by researcher.
  3. 03
    Screening and Recruitment PreparationConfigure target groups, quotas, and consent instructions, and manage candidate status.
  4. 04
    Save interview transcriptSave sessions and Q&A rounds for one-on-one video or voice interviews.
  5. 05
    distill insightsGenerate executive-level insight reports, topics, evidence citations, and export materials.
Reviewed interview guideThere are no reviewed guides yetCount the number of interview_guides with approval_status=approved in the current study.
Respondent status distributionNo candidate status yetCount the numbers according to pending, invited, selected, completed and rejected in respondent_plan.candidate_statuses.
Interview session savedNo interview record yetCount the unique number of interview_transcript.session_id under the current research_id.
Insight evidence coverageNo insight report yetCount the number of topics with verbatim references in insight_report / the number of all topics.
Pending risk reminderNo risk warning yetRisk_flags, bias_warnings, confidence_notes pending items in statistical interview guides, respondent plans, and reports.
BUSINESS INPUT

New project

Each project represents a piece of customer/user research around a business problem. After creating a project, the team can generate interview guides, configure target interviewee criteria, save interview records, and produce insight reports.

Loading product-specific business fields.

Not saved
TRACEABLE OUTPUT

Research workbench

Results, sources, failures, approvals, and rollbacks are saved by project.

0 live runs
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No business results yet

After filling in the business questions, research objectives, and consent instructions, a first version of the interview guide was generated.

PRIVACY

Data use boundary

This product may store business questions, respondent filters, consent instructions, interview transcripts, audio and video source indexes, and AI-generated insights. Interview data may contain personal information or sensitive expressions; respondents must be informed of recording, AI analysis, retention periods, deletion request methods, and usage boundaries before creating the study. The system will not send interview data to unconfigured third-party production systems without authorization. Current 10 Role Review Supplement: Incorporate verbatim transcripts, interview rounds, respondent anonymity numbers, candidate status, age range, target roles, source_artifacts, evidence_links, consent status, deletion requests, and export content into sensitive or restricted data governance. ; Each interview session/transcript must record consent_status, consent_version, granted_at, scope, retention_days, withdrawal_status and deletion_status; it must not be saved or used for analysis without valid consent. ;Clearly what fields are disclosed to the OpenAI Responses API, why they are disclosed, how to minimize them, and how to audit them; No external business system side effects do not mean no external AI data processing risks. ; Verbatim transcripts, anonymous numbers and potential personal information risks must be prompted before exporting, and audit events must be written; the processing boundaries after withdrawing consent or deletion requests must be visible. ; Expiration retention, withdrawal of consent, soft deletion/hard deletion, export copy restrictions, audio and video/verbatim source index cleaning and audit log retention range must be defined.

RETENTION

Data retention

By default, the interview data is retained according to the retention_days set by the project; after expiration, the project leader should be prompted to delete or extend it. The deletion operation only affects the records and file indexes saved by this site, and does not mean deleting copies that users have downloaded, forwarded or stored in external systems.

SAFETY

Human responsibility and rollback

This product is used for customer/user research process management and interview data analysis. The generated content is only used as a research aid and is not equivalent to deterministic market conclusions, legal opinions, medical opinions, financial suggestions or personnel decision-making basis. AI cannot guarantee that the sample is representative or that the insights are completely correct, and all interview guides, recruitment plans, and insight reports must be reviewed by the person in charge before being used externally.

Rollback only means restoring the interview guide, respondent plan, insight report or workflow status in this site to an earlier version and recording an audit log; since this product is not connected to external production systems, rollback will not undo any operations in external CRM, meetings, emails, data warehouses or third-party platforms.