Home Page for Team Members

The Home page in the Discovery Platform shows each of the steps in the customer discovery process. Let’s walk through each section and learn how to efficiently use the tools of the platform to simplify your workflow.

Step 1: The Canvas

The Canvas is a visual tool used to map out key hypotheses about your business idea. In the platform you can visualize, edit, and refine each hypothesis based on insights gathered during customer discovery.

How to create your canvas:

Manual Entry
- If you click on "Create Manually you will be taken to the Canvas feature where you can manually fill out the canvas by clicking each section and entering your hypotheses.
AI Canvas Creation
- For a quicker setup, use our AI tool to automatically generate a Canvas based on a short description of your idea or existing business. This provides a strong starting point you can refine as needed.

Step 2: Interview Templates

Once the Canvas is filled out you should move on to your next step - Interview Templates. Here, like with your Canvas, you can manually create interview templates or create using AI. If you filled out your Canvas using AI, you can use the AI feature which will create templates based on each of your customer segments with a series of questions related to them. When you have Templates added you can click on them in the list to view and edit their contents.

Step 3: Calendar & Meeting Assistant

The Calendar feature links both to Google Calendar and Zoom. This allows you to see upcoming meetings scheduled so you can opt in to having them synced with the platform. Use the toggles at the top of this section to switch from viewing your calendar to your meeting recordings to see the list. We go more in-depth on this feature in its dedicated article.

Step 4: Interviews

On your Home page the Interviews section shows lists of your all Interviews. You can add an interview at anytime from the plus (+) button at the top of the page or access the Interviews feature to view and manage all of your interviews more thoroughly.

The left sidebar is your main navigation area in Innovation Within. It helps you move between features, teams, and organizations (or cohorts) while keeping everything connected in one place.

At the top of the sidebar, you’ll see the primary sections of the platform:

Home – The starting point for your work, guiding you through the key steps of customer discovery from Canvas creation to interviews.

Interviews – View all interviews in one place, including live interviews, uploaded recordings, and simulated interviews, along with their transcripts, notes, and analysis.

Insights – See a consolidated table of insights generated from interviews and notes, with the ability to filter, tag, prioritize, and link insights back to Canvas hypotheses.

Canvas – Build and edit your Canvas, capture hypotheses, and connect insights and evidence directly to each section as you validate your ideas.

Calendar – Connect your calendar to schedule interviews, enable meeting recordings, and view upcoming and recorded meetings in one place.

Interview Templates – Create and manage interview question templates, either manually or with AI, to support consistent customer discovery.

These sections stay the same no matter which team or organization you’re viewing.

Teams, Organization and Help

Below the main navigation, the sidebar shows information about your current team and organization:

Teams – Displays the teams you are a member of. Selecting a team switches your view to that team’s workspace, including its Canvas, interviews, insights, and chat.

Organization – Shows the organization or cohort you are currently working in. Click the organization name to switch between other organizations or cohorts you belong to.

Team Members – Lists all members of the currently selected team, allowing you to see who you are collaborating with.

Help – Provides access to support resources, including chatting with support, leaving feedback, and viewing the Help Center.