Creating a guide
- Navigate to a persona’s Interview Prep tab (or click Prepare from the Discovery Journey diagram)
- Click New Guide
- Enter a name (2–100 characters) and optional description
- Select hypotheses to test during the interview — optionally add prep notes for each
- Add guide items — either questions from your catalog or custom free-text notes
- Reorder items by dragging them into your preferred sequence
- Click Save
Guide items
Guides contain two types of items:| Type | Source | Description |
|---|---|---|
| Catalog question | From the Question Library | A question pulled from your workspace or system catalog |
| Custom note | Free text | Your own notes, prompts, or follow-up reminders |
AI-suggested questions
While building a guide, click Suggest Questions to have AI generate interview questions based on:- The selected persona’s context
- The hypotheses you’re testing
- Your project’s problem statement
- Add to catalog — Save it to your Question Library and add it to the guide
- Add as note — Insert it as a custom note item in the guide
Using a guide
Open any guide to view it in read-only mode. The view includes:- Guide name and description
- Selected hypotheses with prep notes
- Ordered list of questions and notes
Managing guides
- Duplicate — Create a copy of an existing guide to use as a starting point
- Edit — Modify hypotheses, items, or ordering at any time
- Delete — Remove a guide permanently (requires confirmation)