1. Creating a workgroup and inviting/adding members
   
2. Creating a project
   
3. Uploading research data
   
4. Applying tags to data/Tagging your data
   
5. Analyzing and visualizing data using filters and charts
   
6. Generate and share actionable insights
   
7. Create, share, and publish detailed reports
   

1. Create a workgroup and invite your team

1. Click the Workgroup dropdown located beside the user guide link, to create a new Workgroup.
   
2. Then, click the Settings icon located on the left pane and click the Invite Members option to add team members to your workgroup.

2. Create a project and add team members

1. Click the Projects tab located in the left pane, and click  New Project to create a new project.
   
2. Open the project and click on the + next to your profile picture to add the desired members your project. Note that only those users who've already been added to the Workgroup can be added to a project.

3. Upload research data

1. Click Study Data and then the Upload Data button to import your data into ResearchStudio.
   
2. You can also use the Start New Session button to conduct live audio/video interviews with your subjects and save the file. You can take notes to add more details to the responses being provided by the subject.

Cleansing your data

4. Synthesize or categorize the collected data

Manual data synthesis

1. First, select the required file from the Study tab and use the Copy to project in More options to add the data to the selected project as a note.
   
2. Open the note, select the content that you wish to highlight, and select the tags that you wish to assign to the selected content. Besides helping you to locate the desired highlights easily, tagging also helps you to quantify the data.

Fully AI-driven data synthesis

5. Analyze and visualize your data

Viewing all highlights

Filtering and visualizing data using charts

1. Click the Charts tab to view the data in the form of charts. By default, the tags applied to all the highlights will be used in the charts.
   
2. Use the Choose an analysis type dropdown to pick an analysis and focus on the exact data that you need.
   
3. Click on the dropdown to add a chart to your chart collection. You can pick and use a chart from here in all your insights and reports.

6. Generate and share insights and reports

Insights

1. Open the desired file from the Study Data tab and click Generate Quick Insights to leverage generative AI to generate actionable insights from your data. The insights will be stored within the project that you specify.

1. Click Insights and then New Insight to open a text editor (powered by Zoho Writer) in which you can mention your insights with the required details and also back them up by using the appropriate charts that you generated by analyzing your data.
2. Click Add to insert the appropriate charts (from your collection) and highlights to support your insights. Once you create an insight, click Share to share it with specific users or publish it. 

Reports

Please write to us if you want us to guide you with the steps or if you need more details.

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