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Account research
Run Customer Discovery Interviews
Run focused discovery and turn interviews into sourceable patterns, contradictions, and a clear next decision or experiment.
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Watch this agent work in Nex
See a Nex session move from your instructions through integration work to the finished outcome.
Goal
Run focused discovery and turn interviews into sourceable patterns, contradictions, and a clear next decision or experiment.
What Nex will do
1. Define the decision, learning goals, participant criteria, exclusions, and evidence standard. 2. Synthesize what Nex already knows and draft the interview guide around the highest-value unknowns. 3. Prepare participant briefs and capture approved interview notes or transcripts. 4. Extract jobs, triggers, pains, alternatives, outcomes, language, and evidence with source references. 5. Compare patterns and contradictions, then recommend the next product, positioning, or research experiment.
Integrations and actions
Best for
Product and founder teams making a decision that depends on real customer evidence.
What you will get
• A focused interview guide and participant plan. • Source-linked interview summaries and normalized evidence. • Patterns, contradictions, confidence, and a recommended decision or next experiment.
What you will need
• A decision to inform, learning goals, participant criteria, consent rules, and interview capacity. • Approved notes or transcripts and the research repository or output destination.
Approvals and control
Nex preserves consent and confidentiality, separates participant statements from interpretation, and does not contact participants or publish findings without approval.
Full agent guide
Run focused discovery and turn interviews into sourceable patterns, contradictions, and a clear next decision or experiment.
What this agent does
Define the decision, learning goals, participant criteria, exclusions, and evidence standard. Synthesize what Nex already knows and draft the interview guide around the highest-value unknowns. Prepare participant briefs and capture approved interview notes or transcripts. Extract jobs, triggers, pains, alternatives, outcomes, language, and evidence with source references. Compare patterns and contradictions, then recommend the next product, positioning, or research experiment.
Who this is for
Product and founder teams making a decision that depends on real customer evidence.
Integration actions
Nex (Connected): Reuse customer history and prior research, link participants and interviews, and store sourceable insights and decisions. Connected CRM (Connected): Find eligible participants and relationship context and propose reviewed research-status updates. Connected calendar (Connected): Plan or match interviews and retain participant and timing context. Meeting notes or recorder (Provided or imported): Provide approved notes or transcripts and source locations for every extracted insight. Gmail in Annex (Optional assisted access): Optionally prepare participant invitations and follow-ups through visible Gmail; sending requires approval.
Inputs and requirements
A decision to inform, learning goals, participant criteria, consent rules, and interview capacity. Approved notes or transcripts and the research repository or output destination.
Outcomes
A focused interview guide and participant plan. Source-linked interview summaries and normalized evidence. Patterns, contradictions, confidence, and a recommended decision or next experiment.
Approvals and control
Nex preserves consent and confidentiality, separates participant statements from interpretation, and does not contact participants or publish findings without approval.
Use this Nex agent
Select Deploy Agent in Nex, review the integrations and approval boundaries, then Nex will carry this agent through login or signup and start it after onboarding.
Deploy this agent in Nex
Use Deploy Agent in Nex to open this agent in your current Nex workspace. Review integrations, permissions, thresholds, and approval gates before deploying it.