DOCS · INDEX

Documentation

Guides for running research, importing contacts, sending surveys, and turning conversations into insights.

Set up your first project, import contacts, and start collecting insights

Connect ChatGPT, Claude, and OpenClaw to UpSight with MCP and use evidence-grounded prompts.

SECTION 01

Surveys & Distribution

Create surveys, personalize the experience, and distribute to your audience.

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

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

SECTION 02

Import contacts, manage organizations, and track opportunities.

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

SECTION 03

Plan research, analyze conversations, and discover patterns.

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

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