---
title: Tool 2.5: AI Transcript Import
description: Learn how to import customer transcripts into new or existing Discovery Interviews, automatically creating sticky notes with customer comments and Outcome Statements.
---
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# Tool 2.5: AI Transcript Import
## Learn how to import customer transcripts into new or existing Discovery Interviews, automatically creating sticky notes with customer comments and Outcome Statements.
### Overview
During Discovery Interviews, the goal is to uncover as many customer problems, desired outcomes, and potentially useful insights as possible. This is the qualitative, divergent phase of New Product Blueprinting, where practitioners seek to understand customer needs before determining which are most important.
Blueprinter's **AI Transcript Import** feature makes it easier to capture these insights by converting customer interview transcripts into Discovery Noteboard sticky notes.
The feature can be used with transcripts from interviews conducted specifically for New Product Blueprinting, as well as other customer conversations, such as sales calls, technical discussions, or customer visits. This allows you to uncover and capture valuable customer needs from conversations that may have originally served another purpose.
AI analyzes the transcript, identifies discrete customer comments, and creates individual sticky notes with supporting customer verbatim and, where appropriate, an Outcome Statement.
### How AI Transcript Import Works
AI Transcript Import is available in **Tool 2.5: Conduct Discovery Interviews**, during Step 2 of the New Product Blueprinting process.
The feature automatically creates three types of Discovery Noteboard notes:
- **Problems (yellow):** Customer difficulties, frustrations, unmet needs, and obstacles. AI creates an Outcome Statement describing the underlying measure of success.
- **Ideal State (green):** Customer suggestions, requests, and descriptions of desired improvements. AI translates these into solution-independent Outcome Statements.
- **Current State (salmon):** Background information about the customer's situation, processes, or operating environment. These notes receive descriptive headlines rather than Outcome Statements.
Each note also contains the relevant customer verbatim from the transcript.
You can use AI Transcript Import in two ways: to supplement an existing Discovery Interview or to create a new one.
Option 1: Add a Transcript to an Existing Discovery Interview
This option is particularly useful when a Discovery Interview was recorded while a notetaker was also capturing notes.
Even an experienced notetaker may miss useful comments during a fast-moving conversation. Importing the transcript allows AI to identify additional issues that may not have been captured during the original interview.
### **Instructions**
1. Open your Blueprinter project and navigate to **Tool 2.5: Conduct Discovery Interviews**.
2. Select **Import Transcript**.
3. Choose **Add to Existing Interview**.
4. Select the customer/interview to which you want to add the transcript.
5. Upload your transcript or paste its contents into the import window.
6. Select the option to begin the import.
7. Blueprinter will analyze the transcript, identify individual customer issues, and generate sticky notes on the customer's Discovery Noteboard.
8. Review the newly created notes, making any desired edits or selecting Top Picks.
**Important:** AI Transcript Import adds new notes without deleting, replacing, or modifying any existing notes. This allows you to supplement notes captured manually during the original interview.
If you import another transcript into an interview that already has an imported transcript, Blueprinter will display a confirmation message before proceeding. Additional notes will be appended to the existing Noteboard.
### Video Demonstration: Adding a Transcript to an Existing Discovery Interview
Option 2: Create a New Discovery Interview from a Transcript
This option is useful when you have a transcript of a customer conversation that has not yet been entered into Blueprinter.
For example, a salesperson may have recorded a conversation with a customer about challenges they are experiencing. Although the conversation was not originally conducted as a Discovery Interview, it may contain valuable insights into customer problems, desired outcomes, and current practices.
Rather than manually reviewing the transcript and creating notes one at a time, you can use AI Transcript Import to populate a new Discovery Noteboard.
### **Instructions**
1. Open your Blueprinter project and navigate to **Tool 2.5: Conduct Discovery Interviews**.
2. Select **Import Transcript**.
3. Choose **Create New Interview**.
4. Enter a name for the customer/interview.
5. Upload the transcript or paste its contents into the import window.
6. Begin the import.
7. Blueprinter will create the new interview and analyze the transcript.
8. When processing is complete, the new Discovery Noteboard will open with the generated sticky notes.
9. Review the notes, making any desired edits or selecting Top Picks.
The new customer/interview will now be available in Blueprinter alongside your other Discovery Interviews.
### Video Demonstration: Creating a New Discovery Interview from a Transcript
### Working with Imported Notes
Once imported, AI-generated notes become part of the Discovery Noteboard and can be used in the same way as notes created manually during an interview.
You can:
- Review customer verbatim and the corresponding Outcome Statements.
- Edit or refine individual notes.
- Change note classifications when appropriate.
- Identify especially useful notes as **Top Picks** for subsequent processing and prioritization.
Remember that Discovery is a divergent research activity. The objective is to capture the full range of potentially useful customer needs, including issues that may initially appear less important or that overlap with other observations.
AI Transcript Import is designed to support this approach by emphasizing the completeness of customer insight capture rather than prematurely filtering the results.
### Tips for Best Results
**Use complete transcripts whenever possible.** Providing the full conversation helps AI interpret customer comments in context, including the questions that prompted particular responses.
**Use Microsoft Word or plain-text transcripts.** Supported input methods include Word (.docx), plain text (.txt), and pasting transcript text directly into Blueprinter.
**Preserve speaker labels when available.** Identifying who is speaking helps AI distinguish customer comments from interviewer questions. However, the feature can also work with transcripts that have less consistent speaker identification.
**Review the resulting Noteboard.** Although AI generates the initial notes and Outcome Statements, practitioners can use their understanding of the customer and the interview to refine them.
**Don't limit yourself to formal Discovery Interviews.** Sales conversations, customer service discussions, application engineering meetings, and other customer interactions can provide useful insights when they contain substantive discussion of customer needs.
### Summary
AI Transcript Import helps practitioners capture more customer insights with less manual effort. Whether supplementing an existing Discovery Interview or creating a new Discovery Noteboard from another customer conversation, the feature converts transcripts into individual customer observations and Outcome Statements that can be reviewed, refined, and used throughout the New Product Blueprinting process.
- [Blueprinting Center & Methodology](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#main-content)
- [What is New Product Blueprinting?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-is-new-product-blueprinting)
- [How is Blueprinting learned and applied?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-is-blueprinting-learned-and-applied)
- [Blueprinting Center](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#blueprinting-center)
- [Blueprinting E-Learning Course](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#blueprinting-e-learning-course)
- [How can I become Certified in New Product Blueprinting?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-can-i-become-certified-in-new-product-blueprinting)
- [How does Blueprinting fit with a stage-and-gate process?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-a-stage-and-gate-process)
- [How does Blueprinting fit with strategic planning?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-strategic-planning)
- [How does Blueprinting fit with Design Thinking?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-design-thinking)
- [How does Blueprinting fit with Lean Startup?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-lean-startup)
- [How does Blueprinting fit with Minesweeper de-risking?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-minesweeper-de-risking)
- [How does Blueprinting fit with LaunchStar product launch?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-does-blueprinting-fit-with-launchstar-product-launch)
- [What innovation metrics should we use?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-innovation-metrics-should-we-use)
- [What is "Jobs-to-be-Done?"](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-is-jobs-to-be-done)
- [Project Teams](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#project-teams)
- [Blueprinter® Software](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#main-content)
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- [Software Security and Setup](https://support.theaiminstitute.com/en/blueprinter-software?hsLang=en#software-security-and-setup)
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- [Market Segmentation (Step 1)](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#main-content)
- [How to conduct secondary market research](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-to-conduct-secondary-market-research)
- [How to engage industry experts](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-to-engage-industry-experts)
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- [How to select your target market segment](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-to-select-your-target-market-segment)
- [“How B2B” is your market segment?](https://support.theaiminstitute.com/en/market-segmentation-step-1?hsLang=en#how-b2b-is-your-market-segment)
- [Discovery Interviews (Step 2)](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#main-content)
- [How to plan Discovery interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-plan-discovery-interviews)
- [Preparing your interview team](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#preparing-your-interview-team)
- [Convincing customers to be interviewed](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#convincing-customers-to-be-interviewed)
- [How to handle confidential info in an interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-handle-confidential-info-in-an-interview)
- [How to conduct a Discovery interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-discovery-interview)
- [Finding & using a digital projector for interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#finding-using-a-digital-projector-for-interviews)
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- [Interviewing in different global cultures & languages](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#interviewing-in-different-global-cultures-languages)
- [How to listen well during customer interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-listen-well-during-customer-interviews)
- [How to probe during customer interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-probe-during-customer-interviews)
- [How to gather economic data during interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-gather-economic-data-during-interviews)
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- [How to prepare for Preference interviews](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-prepare-for-preference-interviews)
- [How to schedule Preference interviews](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-schedule-preference-interviews)
- [How to conduct a Preference interview](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-conduct-a-preference-interview)
- [How to analyze your Preference data](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-analyze-your-preference-data)
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- [When to employ Everyday VOC](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#when-to-employ-everyday-voc)
- [After your Everyday VOC call](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#after-your-everyday-voc-call)
- [Minesweeper® De-risking](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#main-content)
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- [Step 1. Brainstorm Assumptions](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-1-brainstorm-assumptions)
- [Step 2. Consumption Chain](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-2-consumption-chain)
- [Step 3. Individual Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-3-individual-ratings)
- [Step 4. Team Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-4-team-ratings)
- [Step 5. Review Certainty Matrix](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-5-review-certainty-matrix)
- [Step 6. CheckPoint Plan](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-6-checkpoint-plan)
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