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url: https://docs.lodestone.pm/discovery-03-advanced-and-customization.md
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# Discovery - Advanced & Customization

*Improve source quality, analytics questions, and synthesis results*

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## Improve Extract Trends

Trends are strongest when Extracts come from multiple relevant conversations. Review duplicate Extracts before generating trends, and rename broad trend labels when a more precise product phrase will be useful as a backlog tag.

Because the trend name becomes a Feature tag during promotion, use a concise label that will remain meaningful in backlog filters.

## Focus Synthesis on a Topic

Enter a short topic before generating Synthesis when you know what you want to
investigate. For example, enter `integrations` to focus the generated
opportunities on integration-related evidence. Leave the field empty to
discover themes across all available evidence.

## Improve Competitive Reports

Keep the competitor list focused and maintain a specific industry description. Scheduled reports support weekly and biweekly frequencies. Align the report day with an existing planning or strategy review so new evidence is evaluated promptly.

## Interpret Synthesis Carefully

Synthesis combines evidence; it does not replace product judgment. Check the source evidence, watch for contradictions, and add only opportunities that deserve backlog evaluation.

Each generation is retained. Use the generated date, evidence dates, and
backlog state to distinguish earlier opportunities from newer ones. Adding or
dismissing opportunities also helps later generations avoid repeating weak
themes and recognize useful ones when current evidence supports them.

## Rollout Control

Discovery may be enabled gradually by your Lodestone administrator. When it is disabled for an organization, its navigation and direct routes are unavailable.

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*Next: Troubleshooting & FAQs - resolve connection, locking, and generation issues.*