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Key Concepts Explained

Collaborative Notebook: The Stories tab functions as a shared word editor where you and your team can collaborate in real-time to build compelling narratives from your research insights. Think of it as your presentation preparation workspace. Visual Storytelling: This feature allows you to combine text with charts and participant quotes directly from your study, creating rich, evidence-backed stories rather than plain text reports. Automatic Integration: Charts and insights from other sections (like Question Analysis) can be automatically pulled into your story through the “heart” feature, creating seamless connections between data analysis and presentation.

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Pro Tips

  • Start with your audience in mind: Before adding content, think about who will see this story and what key message you want them to remember. This helps you select the most impactful charts and quotes.
  • Use the heart feature strategically: Instead of manually adding charts, browse through Question Analysis first and “heart” the charts that tell your story best. This automatically pulls them into your Stories workspace.
  • Layer your evidence: Combine participant quotes with supporting charts to create compelling, data-backed narratives. A powerful quote followed by a chart showing the trend makes for stronger storytelling.
  • Collaborate in real-time: Take advantage of the collaborative editing features by having team members add different perspectives or sections simultaneously, then refine together.

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Quick Reference

Content You Can Add:
  • Text and formatted content
  • Bullet points and lists
  • Hyperlinks
  • Charts from your study (via Chart button)
  • Participant quotes (via Quote button)
Quick Actions:
  • Chart Button: Access all charts generated throughout your study
  • Quote Button: Browse and add any quotes collected during interviews
  • Heart Feature: In Question Analysis, heart charts to automatically add them to Stories
  • Real-time Collaboration: Multiple team members can edit simultaneously

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Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

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Step 1: Access the Stories Workspace

Navigate to the Stories tab, which you’ll find under the Insights section of your Conveo dashboard. This opens your collaborative notebook where you can start building your narrative.

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Step 2: Plan Your Story Structure

Before adding content, outline what story you want to tell. Consider:
  • What problem does your research address?
  • What are the key findings you want to highlight?
  • What action do you want your audience to take?

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Step 3: Add Text Content

Use the word editor to add your narrative text. You can:
  • Type directly into the editor
  • Format text with headers, bold, italics
  • Create bullet points and numbered lists
  • Add hyperlinks to external resources

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Step 4: Incorporate Visual Evidence

Adding Charts:
  1. Click the “Chart” button in the top toolbar
  2. Browse through all charts generated during your study
  3. Click on any chart to add it directly to your story
  4. Position charts strategically to support your narrative points
Adding Participant Quotes:
  1. Click the “Quote” button in the top toolbar
  2. Browse through all quotes collected during interviews
  3. Select relevant quotes that illustrate your key points
  4. Add quotes near related charts or text for maximum impact

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Step 5: Use the Heart Feature for Efficiency

  1. Navigate to the Question Analysis section
  2. Review the charts generated from your analysis
  3. Click the heart icon on charts that fit your story
  4. These charts will automatically appear in your Stories workspace
  5. Arrange and contextualize them as needed

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Step 6: Collaborate and Refine

  1. Share access with team members for real-time collaboration
  2. Have different people focus on different sections or perspectives
  3. Use comments or team communication to discuss changes
  4. Refine the narrative flow and visual placement together

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Best Practices

Before You Start:
  • Review all available charts and quotes to understand your full range of evidence
  • Outline your key message and target audience to guide content selection
  • Coordinate with team members about who will work on which sections
While Working:
  • Layer evidence strategically - combine quotes with supporting charts for stronger impact
  • Keep your narrative focused - not every insight needs to be included in every story
  • Use the collaborative features actively - multiple perspectives strengthen the final story
Quality Control:
  • Review the story flow from start to finish to ensure logical progression
  • Verify that all charts and quotes directly support your main narrative
  • Test the story with a colleague who wasn’t involved in the research to ensure clarity
Anything missing? Let us know at [email protected] and we’ll help you out!