Onboarding with NEXT
This page will help you to get started on your journey with NEXT. We'll take you through the set up, how to upload and analyze your first recordings, how to use the AI chat, and finally, how to share videos and deliverables out of NEXT. We'll also walk through the most impactful use cases for NEXT - by the end of this article, you’ve put Product Discovery on autopilot!
Quick NEXT demo
Part 1: Getting Started with NEXT
Signing Up
Sign up via our website
Navigate to NEXT website
Select “Sign up”
Enter your email and create a password
Check your email for a 6-digit verification code
Enter this code on the NEXT page
Log into your new account
Note: For a quicker sign-up, use “Sign up with Google” or “Sign up with Apple”.
Join by invitation
Open the invitation email
Click the sign-up link
Follow the standard sign-up process as above
Log in via SSO
If “Log in with SSO” is available, select it
Use your organization’s credentials (like a Microsoft account)
Contact your organization’s administrator or support@nextapp.co if you face issues
Part 2: Your First Steps in NEXT
Create a Teamspace
Follow these steps:
After logging in, you’ll see a welcome screen
Enter a name for your teamspace and click “Get started”
Upload or Import your first Recordings
Follow these steps:
On the “Ask AI” page, choose “Upload recording” and select your files
Or, choose “Import from Zoom,” sign into Zoom, and select files to import
Wait for NEXT to transcribe and analyze the recordings
Ask AI 💬
Once the recordings are done, you’re ready to start talking with NEXT AI – ask for insights or ask it to created UX artifacts or product deliverables:
On the Ask AI chat page, click a “prompt template” to get high-quality answers
Or, enter your own prompt at the bottom of the page
AI will use all the highlights it identified in your uploaded recordings and answer you
Part 3: Working with Highlights
Reviewing AI-Generated Highlights
Go to “Library” > “Recordings”
Open a recording to see its highlights on the left
Click a highlight to view it in the transcript
Editing and Creating Highlights
Click a highlight’s title to edit
Use “Add tags” to categorize highlights
To manually create a highlight, select text in a transcript and click on “Create highlight”
Part 4: Start working with the chat – "Ask AI"
Using the AI Chat
Click on “Ask AI” in the top navigation to open the chat page
Click on a prompt template button
Let the AI do the work!
ℹ️ Prompt templates are pre-defined prompts with a search on your highlights. They let you experience high quality chat responses with a single click.
Prefer to type a prompt yourself? Follow these steps:
Click on “Ask AI” in the top navigation to open the chat page
At the bottom of the page, enter your prompt
Click “Enter” and let the chat respond to your question
ℹ️ Tip: as you add more data to NEXT, it helps to provide the chat with additional context. On top of the “Ask AI” page, you’ll find a search box.
To feed context to the chat:
Open the “Ask AI” chat page
In natural language, describe the types of highlights you’d like the chat to use. For example: “Insights related to navigation and signup”.
Enter your prompt in the chat input field at the bottom and hit “Enter”
The chat will only run on highlights relevant to that search term and give you more precise answers.
ℹ️ You can also enter tags you’ve used for highlights or a timeframe (e.g. only use highlights created in the last month).
Part 5: Sharing Chat Responses
Sharing with your teamspace members
Click “Share” on a chat response
Choose “Play as story” to create a video link
Share this link with your teamspace members
External Sharing
Select “Integration settings” in the “Share” menu
Choose a tool (like Jira or Github) and follow the steps to connect and share
Some integrations cannot be connected via “Integration settings”, like “Slack”. Instead, they need to be connected via your personal settings:
In the side menu, click “Personal settings”
Scroll to the section “Integrations”
Choose the tool to connect with (e.g. Slack)
Follow the steps to authorize the connection
Go back to a chat, click “Share” and click the tool you’ve connected
Part 6: Start using Clusters
ℹ️ Where the chat is designed to answer questions and build deliverables, Clusters are designed to help you validate big-picture ideas. Clusters are essentially the reverse of the chat. They can represent assumptions you want to validate, top findings you’re building, backlog tickets you’re enhancing with evidence, or more. Once you’ve created a cluster and described them, NEXT AI will automatically find supporting highlights in your data to let you nurture clusters automatically and put discovery on autopilot. For a deep-dive into use cases for Clusters, click here.
Creating Clusters
From a chat response, click the “Cluster” icon to auto-generate
Or, select highlights in the “Library” → “Highlights” and click “Create cluster” at the bottom
To start from scratch, go to “Library” → “Clusters” and click “Add a cluster”
Sharing Clusters
Open a cluster and select “Share”
Copy the link to share publicly or adjust settings for restricted access
For sharing via tools like Slack, set up integrations in your personal settings or click “Share settings” in the dropdown
Nurture and enrich Clusters
ℹ️ AI will automatically suggest highlights to add to clusters based on the title and description of a cluster. This lets you put product discovery on autopilot and enrich clusters with evidence in the background.
Open a “Cluster”
Make sure it has a title and description
See highlights appear under “AI suggestions”
Click “Add” to add a suggested highlight
Choose “Reject” if the highlights doesn’t fit to the cluster
Part 7: Team Collaboration
Inviting Your Team
Follow these steps:
In your teamspace, click “Share”
Enter and select email addresses
Click “Invite” to send them an invitation to join NEXT