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Discy.ai

AI-Powered Qualitative Research Platform

Discy.ai — AI-powered qualitative research platform showing the Insight Studio interface
Overview

Discy AI is an insight platform that turns interviews, notes, and documents into defendable, cited insights.

As the Product Designer at Discy AI, I led the redesign of its flagship Insight Studio. My focus was to shift it from a manual tagging tool into a proactive, AI-driven discovery space where suggested insights, structured narratives, and rich data-visualizations sit at the core.

Client Discy
Timeline Feb 2024 – Jun 2025
Scope of Work UX & UI Design · B2B Dashboard
Location England and Wales
The Challenge

Turning research into a credible, shareable story is exhausting.

The old Insight Studio produced one static report fed by scattered inputs and rigid views. AI stopped at classification, so teams still had to re-author content, copy-paste between tools, and chase drifting versions.

This created slow cycles, inconsistent outputs, and a competitive gap — which prompted the founder to push for a step-change beyond classification toward credible, adaptable insight delivery.

Old Insight Studio interface showing static report limitations
Solution

AI-assisted canvas replaces static reporting

Redesigned Insight Studio — AI-assisted canvas interface

Canvas Workspace

  • Centralise: one place for a project with multiple reports/canvases.
  • Multi-tab & compare: switch or compare views/canvases.
  • Templates / Resume: start from canvas templates or previous projects.

NEW INSIGHT CARD , THE BUILDING BLOCK

  • Build with cards: drop modular cards onto the canvas.
  • Rich forms: pick forms from a gallery (Framework / Narrative / Graph) that inherits the card’s data/filters.

AI NARRATIVE CARD

  • Generate inline: create Summary and Bullet points directly on the canvas.
  • Reuse & refine: apply prompt presets, one,click Regenerate by tone or focus.
Discy process overview
01 Research

User and market evidence

We ran a moderated, task-based in-product walkthrough with 7 experienced users to validate pain points and surface needs. In parallel, a competitive scan benchmarked entry model, multi-form views, AI controllability/traceability, and export templates.

WALKTHROUGHS

We ran 30-minute in-product walkthroughs with 7 Discy users. Participants thought aloud as they tagged in Data Studio and assembled in Insight Studio (Chart, Table, Ask AI, Saved), describing where they got stuck or what felt slow or unclear. We ended each session with a “magic-wand” question: what they’d want if anything were possible to surface needs and trust blockers.

Problems
Frictions we observed
Views are split into tabs, so filters get lost and people redo setup.
Current Chart Analysis/Ask AI open with no start hint, so people pause, unsure what to do first.
What participants said
When I compare Chart with AI Summary, I can?t see them together, the tab can break my train of thought and slows decisions.
It (Ask AI) writes in a generic voice. I can?t nudge tone without restarting and I can?t stitch the outputs into a continuous report.
I don?t know how to compare 2 reports in Insight Studio side by side...do I have to export both just to compare?
Needs
Q. If you had a magic wand, what would you build to make your research analysis and reporting efficient and credible?
The ideal research tools should do the busywork, for example auto-tagging, keeping reports versioned, showing what changed as evidence arrives.
I want templates that learn from every edit, and layout choice trains the system so the next brief is tuned to our (organization?s) style.
Would be great if it creates a customizable report, with dynamic charts you can click to trace sources and tweak variables to see their impact.
Give us one workspace for everything, import, tag, make sense of it, write, review, and export, with comments, permissions, and saved views.
COMPETITIVE ANALYSIS

We benchmarked 7 current competitors in the qualitative,research software space. We focused on capabilities that drive speed and trust. The scan showed a gap: ops tools (Asana/Linear) and evidence tools (Dovetail/Atlas.ti) don’t produce customizable, cited reports in one place; Notion/copy.ai offer flexible docs and rewrites but lack provenance, confirming white space for an AI,assisted canvas with reproducible, shareable outputs.

Competitive analysis summary
SYNTHESIS

Walkthroughs show the story splinters across tabs: filters aren’t preserved, Ask AI is one,shot and uncited, side,by,side report comparison is impossible, and people export to slides to finish.

The competitive scan confirms a gap: no tool combines a canvas workspace, in,place view switching, steerable + cited AI, and reproducible saved views.

So we asked:

How might we centralize analysis on an AI,assisted canvas that adapts to audiences?

02 Ideation

Sketching and Shaping

From the HMW and walkthrough findings, we explored three seeds: blank canvas, a templated dashboard, and an AI-enabled narrative card. Afterwards, we refined them through two rounds.

INITIAL EXPLORATION

We started exploration from the HMW and walkthrough findings, anchoring on three early ideas.

We sketched multiple variations of these three screens.

Ideation exploration concepts
Ideation exploration refinements
03 Testing

Design walkthroughs

We ran mid-fi wireframe walkthroughs with 6 internal stakeholders. Sessions captured think-aloud reactions and we iterated again to close the loop.

MODERATED WALKTHROUGHS

We ran 30-minute moderated walkthroughs with 7 internal stakeholders. Participants thought aloud while creating a canvas, browsing templates, adding graph/narrative cards, and trying A. Overall, canvas entry and templates landed well, while first-step clarity, filter and AI placement controls between global and single cards, and unclear icons need further improvement.

Positive
Canvas entry is clear and easy to learn.
I like that the report can be structured and customized. Charts and narrative can be shown together or separately.
It’s helpful that I can jump back to my last board.
Browsing templates or picking from Recent feels quick.
I like that I can browse or just pick from Recent.
The framework in templates are super relevant, it match my workflow and would speed me up.
Critical
After choosing Blank Insight Board I expect to land on a blank board, not another chooser.
AI Chat seems like a helper for answering questions, not something that sits next to Narrative. Its answers shouldn’t flow straight into the report.
The + New Insight button is unclear at the first glance.
I can’t tell how global filters and card-level filters interact from the wireframe. Without clear scope labels or chips, I’d expect conflicts or mismatched states between the page and a single card.
I do not know what each icon does on the cards.
REVISION: 3 IMPROVEMENTS AND 1 NEW FEATURE

1. Clearer Canvas Entry

  • Add templates next to + New Insight, making the first step obvious and cut time to action.
  • Clear template categories, My, Discy, and context,recommended, that helps people pick the right pattern instantly.
Improvement 1: Clearer Canvas Entry

2. Blank goes straight to canvas

  • Choosing Blank Insight Board now opens an empty board immediately, not another chooser.
  • A lightweight New Insight Card picker appears on-canvas only to help place the first block, and can be closed anytime.
Improvement 2: Blank goes straight to canvas

3. Icons that explain themselves

  • Hover tooltips now appear above icons, with clearer status indication.
Improvement 3: Icons that explain themselves

4. Faster narrative: prompt history + A/B drafts

  • Recently used prompts surface inline for one-tap reuse and consistent tone.
  • New questions return two draft options side-by-side, review, edit, and choose.
  • Regenerations keep filters and citations, then insert the selected draft to the canvas.
Improvement 4: Faster narrative
04 Final Design

Video demo to pitch the AI-assisted Insight Studio

After refinement, I delivered a detailed Figma prototype to developers and created a 90-second video demo introducing Discy’s new Insight Studio and key features. The demo was used for stakeholder pitch and new-customer intro, while the prototype unblocks build planning and implementation.

Results in 4 weeks

Insight Studio was designed, prototyped in Figma, and developed into a working release. After the new features shipped, usage increased and teams completed reports faster. The video demo and prototype also helped unlock broader stakeholder buy-in and opened pilots with new customers.

  • Won buy-in fast: the demo unlocked 3 new pilots and became the pitch opener.
  • Real adoption: Weekly active users +34%.
Video Demo

My Key Learnings

  • We had tight time and budget, so I shipped in small, fast loops and talked with the founder and devs a lot; that rhythm kept scope real and decisions moving.
  • We couldn’t run a full study, but quick internal walkthroughs still paid off, they revealed blind spots I hadn’t noticed.
  • A short video demo worked way better than slides; it helped people “get it” quickly and sped up buy-in and sales chats.
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