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Nine steps, about ten minutes, from an empty account to a prototype that shows its evidence.

Why, the interface and the process, and how you connect them.

The tree, the centre pane and the inspector.

Sign up, sign in with a password or an emailed link, set your profile and password, and make an organisation.

Invite teammates, accept an invite, and see who has which role.

Start a project for one piece of research, and change its name.

Paste or upload a transcript or notes.

Mark a passage, adjust its length, tag it and find it again.

Collect quotes that say the same thing under one name.

Write a finding and back it with themes, so a reader can follow it to the quotes.

Pull quotes from a transcript, group them into themes and draft insights, then keep, review or remove each run.

Pile related quotes into clusters and turn a cluster into a theme.

Make a process diagram, service blueprint, journey map, prototype or affinity board.

Keep separate canvases inside one prototype board: add, rename, reorder and delete pages, and switch with PageUp and PageDown.

What a draft adds on each kind of board. Drafting itself happens in the Ask AI panel.

Ask questions in a panel beside the board, follow each answer to its source, ask for a draft, change the board, and reopen past conversations.

Save a copy of a board, go back to it, and use the automatic history.

Open an earlier version, pick shapes, and copy them onto the board.

See who is on a board, pick your colour, and what happens when two people change the same thing.

Move a board to the Deleted folder, and bring it back within 30 days.

Add steps and decisions, join them with arrows, and rename or delete them.

Split a diagram into bands such as frontstage and backstage, and file steps in them.

Pick a tool, draw a screen, then boxes, lines and text inside it.

Let a frame place its contents in a row or column, and size them Fixed, Hug or Fill.

Select, move, resize, stack, delete, snap to guides, and undo.

Add a shape where you click, rename, delete and zoom on any board; on a prototype, also copy, paste, replace and stack.

Colour shapes, round a frame, set the font and type of a text, and set the canvas colour and dot grid.

Link elements to screens, and choose where the story starts.

Drag an arrow to a screen, change where it leads, remove it, and undo.

Add named values, bind a label or visibility to one, and set it from a click in Present.

Turn a frame into a component, place copies of it, and change one copy without changing the rest.

Mark a prototype board as a library and place its components on other boards in your organisation.

Attach an insight, theme or quote to anything on a prototype, so the why is one click away.

Tie a screen to the step it carries out, and see the screens from the step.

See the screens nothing backs, the insights nothing uses and the themes that went nowhere.

Click through the screens, and press a key for the why or the process behind each.

Make a link that anyone can open with no account, and revoke it when you are done.

Set tasks on a prototype, send participants a link, and read how many finished, how long it took and where they missed.

Drill from an insight to its quotes, print the report as a PDF, and present a deck built from your evidence.

Every key that does something, by where you are.

What each term in Research Mate means.

How often you can do things, how big things can be, and how long deleted items stay.