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Analysis / Knowledge and document research

Build a customer interview evidence matrix

Turn customer interview notes into an evidence matrix with source references, direct observations, hypotheses and unanswered questions.

A starting point for

Research analyst · Knowledge manager

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Your starting prompt.

Using our supplied customer interview notes, build an evidence matrix for [workflow hypotheses]. Link each observation to its interview and source passage, identify who described the problem and show conflicting or negative evidence. Separate a stated preference from demonstrated behavior and a purchasing commitment. Produce the matrix and questions for the next interview. Do not generalize a small convenience sample to the whole market.

Copy this starting point, then replace the placeholders with your own inputs.

Method and review

Keep the assumptions visible.

Define the source set and question, cite the supporting passages and keep conflicting or missing evidence visible. Distinguish a summary from an independently verified fact.

For this task, check

Interview frequency reflects the sampled conversations, not market prevalence; distinguish buyer authority and observed work from enthusiasm.

This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.

Before you begin

  • Permission to review the supplied documents and evidence
  • Accessible uploaded documents or existing Workspace Files

Work with permitted files or queryable data. Verify the result against the original records.

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Make it your investigation.

Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.

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