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url: https://docs.lodestone.pm/discovery-02-how-tos-and-workflows.md
---
# Discovery - How-tos & Workflows

*Use each room and generate cross-room opportunities*

***

## Build Customer Trends

1. Open **Discovery > Extracts**.
2. Import or upload customer conversations.
3. Generate Extracts from the source material.
4. When at least three ungrouped Extracts exist, select **Generate Trends**.
5. Review each trend and expand it to inspect its Features and quotes.

## Usage Analytics Preview

Usage Analytics is visible in Discovery but remains disabled while product
analytics platform integrations are completed. Hover over the tab to see the
Coming Soon message. You can still use Synthesis with Extracts and Competitive
Intel.

## Generate Competitive Intelligence

1. Open **Discovery > Competitive Intel**.
2. Add competitors manually or use AI suggestions.
3. Add a specific industry description in Settings.
4. Select **Generate Report**, or configure a weekly or biweekly schedule.
5. Review completed reports before using them as product evidence.

## Generate Synthesis

1. Ensure at least two Discovery rooms are active.
2. Open **Discovery > Synthesis**.
3. Optionally enter a topic, such as `integrations`, to focus the results.
4. Select **Generate Synthesis**.
5. Select one or more source filters. Matching is inclusive, and opportunities
   supported by more selected sources appear first.
6. Expand an opportunity to review dated evidence from each contributing room.
7. Select **Review & add**, edit the name or description if needed, and add the
   opportunity to the Backlog.

Synthesis uses current Extract trends and recent completed Competitive
Intelligence reports. Select **Export PDF** to download the currently filtered
results.

Use **View source room** beside an evidence section to inspect the underlying Discovery room. Dismiss an opportunity when it is not useful; dismissal removes it from the active Synthesis view without affecting any Feature already added to the backlog.

## Add a Trend Feature to the Backlog

1. Expand a trend in Extracts.
2. Select **Add to Backlog** on a Feature.
3. Confirm its Feature type.
4. Open the new backlog Feature.

The parent trend name appears automatically in the Feature's tags.

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*Next: Advanced & Customization - improve signal quality and rollout Discovery safely.*