Playbook
Let AI find the right users to interview and schedule meetings automatically.
Sources
Amplitude
Intercom
Gong
Gmail
Getting started
Setting up user interviews is a key activity for product teams. The more feedback and insights you get from your users, the better products you can build.
It is also a time suck to find the right users to talk to based on your objective.
In this playbook we'll show you how to find the right user cohorts to interview based on your specific criteria and help set up interviews automatically.
Step 1: What you'll need
You'll need access to Lancey's Merlin agent.
Connect to your product analytics, customer support, and call transcripts platform within Lancey's integration tab.
Step 2: Setting up filters
Once Merlin is setup, it's able to make sense of your product data automatically. We'll leverage Merlin's ability to query, segment, and action for the next two steps.
Best user interviews have a specific objective in mind. So let's go ahead and provide what type of users we want to interview amongst our customer base.
For example, you might be interested in finding all paid users who have used X feature and submitted feedback about Y topic.
Prompt
Find me all users on paid plan who have used integrations feature and requested new integrations.
Merlin will do the tedious work of going through your data set, finding the users that match this condition and give you a preview.
Step 3: Sending messages
Now that we have a list of users that match our exact condition, all that's left to do is get Merlin to reach out and set up meetings.
Since Merlin has context about your users, it can draft specific emails inviting them to chat with you. If the draft looks good, Merlin will send it off using the Gmail integration setup.
Sneak peek for Lancey power users
Hi [First Name],
We appreciate you being a power user of Lancey and making feature requests. We're developing exciting based and we'd love your feedback before anyone else. In a quick 15-minute chat, I'll show you a sneak peek and share your thoughts. Your input is invaluable to making these features amazing
Thanks,
[Product Manager]
Wrapping up
And we're all done here! Get back to building great products. We also have other playbooks you can explore.
