Once your interview has been uploaded and auto-analyzed by Looppanel, it’s time to pull everything together into a clear, insight-packed report. That’s where the Insights Summary Panel comes in—your home for reviewing, organizing, and sharing key takeaways from your research.
💡 What Is the Insights Summary Panel?
The Insights Summary Panel is your workspace for:
Viewing AI-suggested insights
Adding your own custom insights
Organizing quotes and evidence
Building a shareable, source-backed insights report
To open it, just click the “Insights” button on the right-hand side of your Analysis screen.
🚀 Step-by-Step: Using the Insights Summary Panel
✅ Step 1: Review AI-Suggested Tags
After Looppanel finishes auto-analyzing your session:
It applies AI-generated tags to your notes (look for the ✨ sparkle icon).
We recommend you review and adjust these tags:
Add missing tags
Remove irrelevant ones
Edit them to fit your taxonomy
💡 AI is powerful, but human review makes it even better!
✅ Step 2: Explore Suggested Insights
Looppanel will also suggest insights in your panel—these are key takeaways backed by the tagged data. Each insight includes:
A concise summary of a theme or finding
Citations (quotes + video clips) from your actual user research
These help you verify every insight and back it with real user voices.
🛠️ Step 3: Edit, Organize & Manage Your Insights
The Insights Summary Panel gives you full control over your report:
📝 Edit Insight Text
Click on an insight to update the language or add context.
🔀 Reorder Insights
Drag-and-drop insights to match your storytelling flow.
🗑 Hide or Delete Insights
Hover on an insight to reveal these options.
🧾 Manage Citations (Quotes)
Hover over the citation number → Click ‘Remove Note’ to delete a specific quote as evidence.
➕ Step 4: Add Notes to Your Insights Manually
You’re never locked into what AI suggests. You can manually build your own insights too! To do this:
Click the checkbox next to any note in your transcript Then choose to:
Add a tag to that note
Create a new insight from that note
Add the note as evidence to an existing insight
🧠 This is perfect for highlighting moments the AI might’ve missed—or customizing insights for specific stakeholders.
📤 Step 5: Share Your Insights
Once your insights are ready:
Click “Share” to copy a link
Anyone with the link can:
View the latest version of your report
Read through all insights and supporting quotes
Watch the video clips behind each insight
🎯 Ideal for product teams, stakeholders, or exec reviews!
Need Help?
If you have questions or want tips for making the most of your insights workflow, we’re here to help!
📬 Email us at [email protected]