Documentation

Install, sign in, and record Zoom, Meet, Teams, or in-person meetings with live evidence and transcript

Bring Fireflies, Otter, and other notetaker transcripts in — by file, API key, or webhook — with attendees, evidence, and themes

Operating systems, meeting platforms, and browsers — and why Safari isn't supported for detection

Step-by-step guide to build a survey that gets better answers, faster

Reach specific people with per-person questions, an optional intro video, and voice answers

One guide for all sharing channels: direct link, email, QR, embed, and social

Route respondents with skip logic, AND/OR conditions, and control AI autonomy in chat surveys

Share account access so invited users can see projects in their project picker after accepting

Bring contacts, companies, and custom fields (membership, segment, etc.) into UpSight via CSV

Import pipeline data from your CRM with canonical field mappings and opportunity templates

Turn discovery conversations into deal intelligence with AI-powered coaching

One-page cheat sheet for the complete discovery-to-deal workflow

Ask Uppy to prep you before any call — who you're meeting, what's at stake, and what to ask

The complete research process from planning to insights

Discover patterns, validate hypotheses, and extract actionable findings

SPICED, BANT, MEDDIC, MAP and team perspectives for structured extraction

Prioritize what to build using a pain-by-user-type matrix from conversations

Define reusable cohorts with B2B and consumer examples for analysis and survey branching

How the three building blocks stack — with sales and discovery journey walkthroughs