Quick Start
Welcome to Reforge Insight Analytics (formerly Monterey AI), the copilot for product insights
Reforge Insight Analytics makes the collection, triage, and analysis of qualitative data super easy, so you can focus on building better product with faster insights.
Let’s get started and make waves!
Setup Workspace
The fastest way to set up your workspace is through https://insights.reforge.com/. You can start a free trial on the starter plan, or ping chun.jiang@reforge.com to kickstart a growth tier free trial. Once you’ve set up your workspace, navigate to your Settings page (gear icon, bottom left), then the Members tab to invite your teammates by email or invite link.
If you have multiple workspaces, go the top left to switch between multiple workspaces.
Connect Data Sources
Next, you can import data via CSV, native integrations, Zapier, or API. Check out our overview on aggregating and collecting data here.
Create Themes Report
To create your first report, go to Themes page and click Run Report. If there are enough data in the report to produce themes, you can see them under each category. You can also choose to create a report with filtered snippets.
Ask Monty
Ask Monty is a key part of understanding and interacting with your data. We provide the following functions along with chat: search, share, and save. You can use Ask Monty to ask reasoning questions like “Why do users churn?” or dive into details like “Help me find the top pain points on user experience from data in Q2 2023”.
You can use these results to make data-driven decisions about how to improve your customer and product experience with your team.
Not sure how to set up your workspace?
Get inspiration on how to use Reforge Insight Analytics with a real world example!
Go to Settings → Account → demo to access a demo workspace