We know that as a researcher, time is everything. Sometimes you need quick, high-level insights—without sifting through transcripts, tags, or notes. That’s where Looppanel’s AI Wizard comes in.
🚀 What is AI Wizard?
AI Wizard is your on-demand research assistant that generates instant insight reports, summaries, or messages—without needing context like tags or discussion guides.
Unlike the Insights Summary Panel, which relies on your tagging (manual or AI-generated), AI Wizard works independently, pulling insights directly from your calls and transcripts based on your custom prompts.
🪄 When to Use AI Wizard
Need a Slack-sized summary of 5+ interviews in 2 minutes?
Want a quick update for your PM or leadership team?
Don’t have time to tag or organize your notes yet?
AI Wizard is perfect for those just-get-it-done moments.
🧭 Step-by-Step: How to Use AI Wizard
✅ Step 1: Launch the Wizard
Inside a project folder, click the “AI” button in the top navigation bar.
🧠 This opens up the AI Wizard panel.
Psst.. don’t see the AI Wizard on your navigation bar? This feature is available for certain plan types. Contact us on [email protected] if you’d like more information!
💬 Step 2: Customize the Output
You’ll be prompted to enter:
What you want to know
Use this section to tell the AI Wizard any context, preferences, or questions that are relevant to this analysis. For example, if you really want to know what users are struggling with during onboarding, put that in.
Here’s an example of what you could fill in this field:
I want to know what design leaders care about. Do they care about ux research tooling? Do they want a central source of truth for insights? What is their biggest challenge priority on UX research
Preferred output format
Short summary (Slack-friendly)
Detailed report (for stakeholder meetings)
Something else? Just ask!
✍️ Feel free to be conversational—the Wizard understands natural language.
📊 Step 3: Get Your Insights
AI Wizard will instantly generate insights based on your request.
From here, you can:
Ask for evidence tied to a specific point
Request more detail
Ask it to shorten the response
Ask follow-up questions
Edit your original question to adjust the context
It’s a fully interactive, chat-like experience.
If you want to re-run the Wizard’s analysis with different questions, or you’ve added more data to your project that you want it to consider in the analysis, follow these steps:
Hover on the AI Wizard’s response and click on the ‘Pencil’ icon that says ‘Edit AI Instructions’. This will show you your original prompt and instructions.
Edit your prompt and instructions as needed
Click ‘Edit AI Instructions’
🛠️ Pro Tips
Use AI Wizard early in your analysis to spot initial themes
Use it to draft stakeholder updates in seconds
Think of it as a conversational copilot—the more you engage, the better it gets!
📥 Need to Share the Output?
Hover on any of the AI Wizard’s responses and you’ll see a ‘Copy’ icon. Click on ‘Copy Response’ to copy this to your clipboard.
Limitations
We’re rapidly building out AI Wizard’s features. Here are the current limitations you’d face with it:
Works only on call recordings uploaded to Looppanel
Only 5 follow-ups for a single prompt
Up to 30 template runs available
Can be used on projects with less than 15 hours
Need Help?
Ping us at [email protected] if you have questions or want help crafting a killer AI prompt!