Getting started

Welcome to Condens! You're likely here because you want to understand your customers better—and more importantly, you want those insights to actually lead to better decisions. Condens is built to be the home for all that knowledge, so it doesn't get lost in slide decks or scattered across different tools.

This guide will walk you through the essentials to get started with your first research project.

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Inviting colleagues for collaboration

To collaborate with colleagues or clients on Condens invite them with the Invite users button on the lower left in the tool. Enter their email address and they will receive an invitation.

How Condens is organized

Condens is a flexible workspace where Projects, Participants, Tags, the Magazine, and Search all work together seamlessly.

Projects are the main containers for your research work. For example, a specific study or a continuous feedback loop could each respectively be a Project. You can group them into folders by team or topic to keep things organized.

Tip: Organize your Projects into Folders for better structure and navigation. Folders let you group related Projects—such as by product, team, or business unit—helping you quickly locate information and maintain a clean workspace.

Setting up a new Project

There are two ways to create a new Project:

  • Select Projects in the menu on the left and click New Project.

  • You can also Create a Project directly from a Folder in the Projects page.

Project structure

Each project follows a consistent structure to keep you organized:

  1. The overview page is where you add a title, project information, and the description

  2. Sessions is where you enter raw data and notes from your research activities

  3. Highlights is where you analyze data and identify patterns

  4. Charts is where you can enrich your qualitative data by quantitative visualizations of your research data

  5. Artifacts is where you summarize findings before sharing them with others

Upload and transcribe your raw data

To start, simply drop any raw data like interviews, usability tests, surveys, or feedback you have into a Session or use integrations to import data.

While the recording is processing, add metadata in the form of Session information fields, like what type of interview it was or the URL to a prototype you are testing. Use the Participants information field to link a research participant to the Session, ultimately building a database of participants and analyzing data based on user segments.

Tip: If you're conducting a live interview, you can use Live Notetaking to mark key moments in real-time, so you're already ahead before the session even ends. Just make sure to start it before the interview begins.

When you upload audio and video recordings, Condens transcribes them for you instantly, even if multiple languages are spoken, and lets you easily anonymize and redact any sensitive data.

Structure data with tags

The first step is to categorize evidence using tags. Mark some text from the transcript or your notes and assign a tag to create a highlight. Highlights are pieces of evidence and the basis for analysis and sharing in Condens.

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Analyze data

From any screen, you can click on the right to open the Note. This is the space where you start documenting your findings. You can start with a note and jot down ideas and cluster research highlights to discover patterns. Notes can follow a document style or be based on a whiteboard. From all notes, you can turn outcomes into findings, reports, or other shareables. You can freely switch between formats of your Artifact.

Pull highlights to the Artifact with drag and drop. Placing multiple highlights on top of each other will create a cluster - similar to affinity diagramming with post-its on a wall.

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The Highlights screen shows all highlights across Sessions. Here is where you can analyze the data in a structured manner. Filter and sorting functionality helps to see patterns more clearly. Again, open the Artifact on the right to pull highlights into it and build clusters.

The Charts help you quickly visualize your research data, look at your research data from new perspectives and enrich your qualitative data by quantitative visualizations. Again, open the Artifact on the right to pull charts into it.

Sharing findings

The final part of your project again shows the Artifacts, but now in a full-screen mode. Here is where you add the final touch by providing more context to your findings, including images and formatting text.

Sharing settings in Condens

Share an Artifact via link

With you can create a shareable link to the Artifact for your audience and specify the access settings.

  • In the access settings, you can choose if you want to share the Artifact with:

  1. People with access to the Project,

  2. Any Stakeholder or Researcher with the link,

  3. or Anyone with the link.

  • You can specify the security settings and require password to open the shared link.

Note: The required password is only available for the following access settings: Any Stakeholder or Researcher with the link; or Anyone with the link.

  • You can specify the privacy settings and choose if you want to display Participant names and applied Tags.

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Check Access Summary for this Report below the settings to see if you’re sharing exactly what you want.

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Sharing Highlights via link

If you want to keep your stakeholders engaged early on, you can share smaller pieces of evidence multiple times throughout your research process with .

  • Share Highlights from the transcript or from the Highlights overview.

  • In the access settings, you can choose if you want to share the Highlight with:

  1. People with access to the Project,

  2. Any Stakeholder or Researcher with the link,

  3. or Anyone with the link.

  • You can specify the media settings and choose how to display your Highlight.

  • You can specify the security settings and require password to open the shared link.

    Note: The required password is only available for the following access settings: Any Stakeholder or Researcher with the link; or Anyone with the link.

  • You can specify the privacy settings and choose if you want to display Participant names and applied Tags.

  • Copy the sharing link to share it with your stakeholders.

Publish an Artifact to the Insights Magazine

With  Publish you make the Artifact accessible to all Researchers and Stakeholders in the Insights Magazine, the dedicated stakeholder repository.

  • You can specify the privacy settings and choose if you want to display Participant names and applied Tags.

  • You can specify the notification settings and choose if you want to automatically share the Artifact in your Slack channel.

  • You can click Preview to check how the published Artifact would look for your audience.

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Check Access Summary for this Report below the settings to see if you’re sharing exactly what you want.

The published Artifact might contain all the data and evidence that you included but doesn’t allow you to jump back to the raw data (i.e. Sessions and Highlights) and is read-only.

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If you are conducting multiple projects and want to centralize all your research data read our guide on setting up a UX Research repository in Condens.


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