How to use Discovery Visualize
How do I access Discovery Visualize?
How do I get Discovery Visualize to generate charts and graphics?
How do I move visualizations around on the workspace?
What are the icons in the Discovery Chat?
What is Discovery Visualize?
Discovery Visualize brings your questions, analysis and visualizations together in one workspace. Ask Discovery about your website's performance or visitor behavior, then explore its response alongside charts and other visual results on the workspace.
Use Visualize to spot trends, compare visitor groups and decide what to investigate next. You can start with your own question or choose a Quick Action for a guided starting point.
Discovery Visualize has two main areas. Discovery chat contains your questions, written findings and follow-up conversations. The Discovery Visualize workspace holds visualizations you can explore alongside those findings. Drag the divider between them to adjust how much space each area uses.
How do I access Discovery Visualize?
- In Lucky Orange, choose the website you want to analyze using the site selector at the top of the app.
- Select Visualize in the left navigation.
- Use the Discovery chat panel to ask a question. The workspace displays visual results as Discovery creates them.
If you're using the Discovery chat console in another area of Lucky Orange, you may also see a link to content that you can view on Discovery Visualize. That content will have the Focus Mode icon at the end of the link.
When you click the link, it will take you back into Discovery Visualize, and the workspace will be focused on the card related to the link you clicked.
How do I get Discovery Visualize to generate charts and graphics?
Enter a question in the Ask me what I can discover for you field, then click the send arrow. Describe what you want to understand and include a time period when it matters.
For example:
Can you give me a quick summary of how my site performed this week compared to last week?
Discovery shows a progress message while it works. When the response is ready, review the written analysis and any visualizations added to the canvas. A performance summary may include a session trend, breakdowns by device or traffic source and a ranked list.
The results depend on your question and the data available for the selected website. Different questions can produce different combinations of text, visualizations and links.
If you're not sure what to ask Discovery, select one of the Quick Actions. These provide ready-made starting points when you don't want to write a prompt from scratch. Choose a Quick Action or open the Quick Actions library using the shapes icon below the message field.
Available actions include:
- Summaries: Performance Summary, Frustration Summary, Engagement Summary and AI Traffic Summary.
- Conversion and bounce analysis: Conversion Changes, Conversion Blockers and Bounced Session Analysis.
- Heatmaps: Analyze A Heatmap and Launch Heatmap.
- Page audits: Page Structure Audit, Page Speed Audit, Broken Link Audit, CTA Audit and Mobile UX Audit.
How do I move visualizations around on the workspace?
The workspace includes controls for changing the layout and moving around your visual results.
| Control | How to use it |
|---|---|
| Grid layout | Choose the grid option to view results in a structured arrangement. |
| Custom layout | Switch to the custom arrangement mode when you rearrange cards on the workspace. NOTE: if you continue a conversation in the chat while you're in custom layout mode, new cards will overlay the existing cards. Simply move the new cards wherever you want them. |
| Select | Use the arrow tool to select workspace items. Datahovers will show when you're using the select tool. The toolbar shows the shortcut V. |
| Move (hand) | Use the hand tool to move around the canvas. The toolbar shows the shortcut H. |
| Zoom | Open the percentage control to access zoom options. Zoom out when results extend beyond the visible area. |
| Screenshot (camera) | Access the workspace screenshot tool using the camera icon. The toolbar shows the shortcut J. |
| Download workspace | Use the download control to get a PNG of all the visuals in the workspace. |
Hover over icon controls to identify them before selecting an action. Available zoom options can depend on the current workspace state.
What are the icons in the Discovery Chat?
The series of icons at the bottom of the Discovery Chat input box help you quickly navigate Discovery features.
| Control | How to use it |
|---|---|
| Plus icon | Start a new chat with Discovery |
| Focus Mode (concentric circle) | Allows you to follow up with Discovery regarding a specific visual in the workspace |
| Quick Actions (stacked shapes) | Access the library of Discovery Quick Actions, which are series of analyses, actions and site audits Discovery can run on your website data |
| Archive (clock) | Revisit past chats and visualizations |
| Feedback (note) | Let us know what you liked or disliked about Discovery so we can improve the output |
Discovery Visualize FAQs
What do I do if I can't see the entire chart on the workspace?
If a chart is partly outside of the visible area of the workspace, use the zoom out function or the hand tool to move around the canvas. You can also resize the chat panel to give the workspace more room.
I tried to move the cards on the workspace, but nothing happened. What do I do?
If you want to move the all cards on the workspace, make sure you've selected the hand icon. If you want to rearrange individual cards, be sure you're in the custom layout mode.
I only want to download one card on the workspace. How do I do that?
Select the camera icon on the workspace controls near the bottom of the screen. The screenshot tool functions similar to a snipping tool and will allow you to select a single card or any area of the workspace you want to capture.
I want to go through the Discovery Visualize tour again. How do I go back to the tour?
You can access the Discovery Visualize tour at time by clicking the life raft in the upper right corner. In the drop down menu, select the Reset Visualize Tour option.
