🎬Overview Page

The Overview Page is your entry point into the project you're working on and where you can see a clear snapshot of the progress on the primary research to date. There are a few components to call out:

Overview Page

Project Navigation Bar

  • Arrow next to Project Name: this navigates you back to the Projects screen where you can see all of your Active and Archived projects

  • Team Icon: you can add more colleagues from here

  • Various workflow modules in the app: Call Tracker, Bookmarks, Ctrl + F, JuniorGPT, Quant Tracker, Entities, Project Settings

  • Account Settings: from here you can

    1. edit your personal profile in the app

    2. access app appearance controls to switch from light to dark colour palette

    3. opt into beta features to get our latest updates first

    4. sign out of the application

    Project Navigation Bar

Bookmarks

This is allows you to save quotes into relevant folders, allowing for smooth categorization and quote-searching later on.

Ctrl + F

This is a semantic search layer on top of the transcripts that can pull quotes and colour commentary for your report.

JuniorGPT

This is your conversational interface with Junior and all the transcript processing it's done for you. Junior is great at collating all the relevant sources and giving you a first-draft synthesised answer across the entire interview programme.

Quant Tracker

Quant Tracker is a tabular view of more quantitative datapoints you want to extract from the research. Every time you upload a call onto Junior, it will interrogate the transcript with the pre-set questions you've uploaded and input the answers into a spreadsheet for you. This is a great way to track questions like NPS, satisfaction, KPCs, growth rates etc.

Left hand side

Overview

This is section contains the metadata about the project that you input during the onboarding flow. You can edit this by hovering over the Overview card and clicking the edit icon at the top right of the card.

Overview card - LHS of Overview screen

Calls

The Record now button allows you to instantly launch a Record in Browser call. Once you have finished the call, the recording will appear as a row entry on your call tracker. You can then input the call details accordingly.

Calls card - LHS of Overview screen

Project Checklist

This checklist allows you to keep track of what you have already set up and what tasks remain. It also contains helpful "How-to" guides. Simply click the Learn more button next to each task to understand the purpose of the task and how to complete it.

Project Checklist - LHS Overview screen

Interview Segments

This section shows you the Interview Segments you created during the onboarding flow. You can add new Segments by clicking the '+' icon at the top right of the card.

Interview segment card - LHS of Home screen

Junior comes pre-set with a number of Segments, but you can add / edit as you see fit. Segments are important to set because they influence a number of actions downstream in the application - read here for more information.

For each Segment in this card, you can Add an Interview Guide with the '+' icon on the same row. You can also delete the segment with the trash bin icon.

Expert Network brief

This section shows you the brief that Junior wrote for you for the expert networks to kick off your project.

Expert network brief - LHS of Home Screen

Middle

Scope Document

Scope document - Middle of Home Screen

This section shows a summary of the Scope Document you've dropped in during the onboarding flow. If you didn't drop it in then, you can add it here after. Scope documents are important because they influence the text output of the models in Junior - read here for more information.

Call tracker visualisation

Call tracker visualisation - Middle of Home Screen

The Call Tracker visualisation shows you a snapshot of the progress on the primary research you've conducted to date. Here you can see how many interviews you have Done, how many are Scheduled and how those relate to the initial Targets set. The progress bars are shown both in aggregate and by segment.

In the top right of the card, you can change the filter so that you can see Calls conducted from another lens, e.g. By Country.

Clicking on any of the segment titles (e.g. Competitor in the snapshot above) will take you to the Call Tracker screen and filter for the Segment you selected.

Calls that Need your Attention: Scheduled or Need Review

Calls that need attention - Middle of Home Screen

Beneath the progress bar, you'll see two categories of calls that Junior has flagged for your attention:

  • Today's Calls: so you know what to prepare for

  • Need Review: calls you have conducted that still need a Transcript Review. We'll cover this in depth later, but it's a quality control layer that you need to pay attention to!

Right hand side

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