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Reels are curated, shareable collections of highlights that form a concise report of your research findings. They’re ideal for communicating insights to stakeholders without asking them to scrub through entire interviews. This guide is for Creators and Admins who want to compile highlights into reels, and for Observers who need to watch curated clips.
Reels work best when your highlights are already tagged and named clearly.

Before you start: create highlights

To build a Reel, you’ll need highlights first.
  1. Open an interview or transcript you want to clip.
  2. Select the text segment you want to highlight.
  3. Click Save without tags to create an untagged highlight, or apply a tag to create a tagged highlight.
For more on tagging and highlighting, see Highlights and Tags.

Create a Reel

You can create Reels in the global Repository or in a study’s Repository, the steps are the same. A Reel can hold up to 30 highlights. Without highlights preselected:
  1. Click New → New reel in the top-right corner.
  2. Name your Reel (optionally add a description and tags). If you don’t add a title, the Reel saves as “Untitled highlight reel.” Once you start adding highlights, you can use AI to generate a title by clicking the stars icon.
  3. Optionally narrow the list using Search for highlights and the Filter button.
  4. Select highlights by checking their boxes, checking the box next to the count to select all, or clicking the on an individual highlight.
  5. Click + Add to reel above the highlights list.
  6. Click Save highlight reel and allow processing time.
With highlights preselected:
  1. Find highlights via scroll, search, or filters and check their boxes.
  2. Click Add to reel in the top-right.
  3. Choose Create new reel or add to an existing Reel.
  4. Name your Reel (optionally add a description and tags).
  5. Optionally filter further via Search for highlights or Filter.
  6. Add highlights by checking boxes, selecting all, or clicking per highlight.
  7. Click + Add to reel, then Save highlight reel, and allow processing.
Every time a Reel’s clips change, including adding, removing, or reordering highlights, the whole video is re-rendered from scratch, which is why saving takes a moment. Reels usually process quickly, but large or lengthy highlights may take longer.

Edit a Reel

To change the title, click the title in full view or the slide-out, edit it, then click out or press Enter to save. For everything else, click Edit highlight reel (the pencil icon):
  • Description: update the text, then click Save highlight reel.
  • Tags: use Find or create a tag to add study or global tags, then save.
  • Reorder highlights: drag using the handle, or move one position at a time with the up and down arrows, then save.
  • Add more highlights: optionally search or filter, select highlights, click + Add to reel, then save.
  • Remove highlights: click the on the highlight, then save.
Always click Save highlight reel after editing and allow processing to complete before navigating away.
If a highlight’s candidate is later deleted, manually or through a data retention rule, that clip is automatically removed from every Reel it was part of, and each affected Reel re-renders on its own. This can make a Reel appear to change with no edits from your team.

Download a Reel

Once a Reel has finished processing, use the menu to Download reel as an MP4. The option is disabled with a tooltip while the video is still processing.

Share a Reel

Open the Reel, click Share in the top-right, and choose Public or Restricted, changes save automatically. Click Copy link to share, or use the chain-link icon on the Reel card in the Repository. Admins can set the account default under Settings → Permissions, in Default sharing settings of repository artifacts: choose Public (anyone with the link can view) or Restricted (no public link, normal account and study permissions still apply).

Troubleshooting


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