Release Notes & Updates

What's new?

Summary cells now provide a clear overview of responses for each question in your Data Capture sheet. Every summary is cited back to the relevant respondents and the original source, so you can scan fast and still trust the evidence.

How it works

• For each question in a Data Capture sheet, a summary cell pulls together the key points across all responses.

• Every summary is source-linked, with citations back to the respondent and the underlying evidence.

• Summary cells generate automatically for all new and historic Data Capture sheets, with no manual setup. 

Why this matters

Teams often lose time compiling overviews and checking alignment by hand. Summary cells remove that manual step, so you can quickly see where there is agreement, where opinions split, and where the consensus sits.

This means:

• Faster analysis without building summaries from scratch.

• Quicker consensus checks, at a glance.

• Easier decision-making, with direct citations ready when you need to validate or share.

Who's this for?

All customers using Data Capture.

What's new?

You can now upload your discussion guide as a DOCX file when creating a new Data Capture sheet. Instead of manually copying sections and questions into the portal, it will automatically extract them.

This makes it easy to quickly move from an existing guide to a structured Data Capture sheet, while still giving you full control to review and edit everything before you publish.

How it works

• Create a new Data Capture sheet and navigate to the Discussion Guide step.

• Upload your discussion guide as a DOCX file.

• Your sections and questions are automatically added to the Discussion Guide editor.

• Review, edit, reorder, or add content as needed before publishing

Why this matters

Most discussion guides already exist as documents, but re-entering them manually can take time and slow you down. This update helps you get your Data Capture sheet ready faster, reduces copy/paste errors, and makes it easier to start capturing insights sooner.

Who's this for?

All customers using Data Capture.

Your transcripts now use an AI-enriched project keyword library; giving high accuracy outputs for even the toughest medical vocabulary.

What's new?

Your medical transcripts now use a project keyword library that improves the accuracy of drug and product names in every new transcript generated by the Techspert platform. 

You can also add, or remove keywords directly from your project dashboard. This gives you more control over how your transcripts are generated and improves the accuracy of call summaries, the AI Assistant, and Data Capture.

Techspert's Project Keyword Library - automatically populated with keywords from your project materials

How it works

• When your project kicks off, your screener is automatically scanned for drug and product names. These terms are added to your project keyword library.
• If you use Data Capture, any questions in your discussion guide are also scanned and deduplicated into the same library. Each time you add a new sheet, the scan runs again.
• This project keyword library is then used to improve the accuracy of your transcripts for all future calls.
• You can view and edit the keyword list directly from the project dashboard, to add any project specific terminology (e.g. MOAs, acronyms, names that you want to make sure are captured correctly).
• Once your keyword list has been modified, all future transcripts will reference your updated terms. Past transcripts stay as they are.

Why this matters

Accurately transcribing complex medical terms can be a challenge - particularly when researching new and emerging therapies. Drug and product names can be long, similar to each other, or specific to a narrow domain. Using a curated library of project-specific terms gives the transcription model a reliable and accurate reference point.

This means:

• Higher accuracy in drug, therapy, and product names
• Better quality data flowing into summaries, the AI Assistant, and Data Capture
• More control when projects use niche or brand-specific terms
• Flexibility to add your own terminology while still benefiting from our automated keyword generation
• Faster analysis with less time spent fixing errors

Who's this for?

All Techspert customers. For more information, please read our knowledge base article.

What's new?

1. Your sheets now auto-refresh while responses generate

Data Capture sheets now poll for new answers in real time. When you publish a sheet, the platform automatically checks for incoming responses and updates the sheet as they arrive. No more manual refreshing.

This keeps your workspace up to date without you having to do anything.

2. Cells show when they’ve been edited

You can now see at a glance which cells have been changed by a user. Any edited cell displays a clear indicator with a timestamp, so you always know what has been audited and when. If an answer is regenerated, the edit label is removed so you always work with a clean and accurate record.

Why this matters

These quality of life improvements make using Data Capture that much easier: 

• No unnecessary page refreshes

• Immediate visibility of which responses have changed

• Reliable tracking of audited cells

• Reduced time spent managing sheets and more time analysing results

Who's this for?

All Techspert customers using Data Capture.

Glossary

What's new?

You can now add nested questions to your Data Capture sheets. This lets you link follow-up or probing questions to a broader parent question, with the follow-up retaining the full context of the parent. That means clearer responses and more contextually rich insights in your Data Capture.

How it works

• In the Create or Edit Sheet view, you can add sub-questions under any parent question.

• Up to 2 layers of sub-questions are supported - enough to handle even complex discussion guide structures.

• The published Data Capture sheet displays visual numbering (e.g. Q1, Q1.a, Q1.a.i) to show how questions relate to each other.

• When answers are generated, the context of the parent question is automatically carried over to its child questions, ensuring that follow-up questions remain grounded in the topic being discussed.  

Why this matters

Child questions (including follow-ups and probes) often rely on their parent question for clarity and meaning. Without that context, answers can become vague or misleading.

Now, child questions carry the parent context automatically, improving the quality and completeness of insights being generated. 

Example:

• Parent question: “To what extent do you expect referring centers to establish relationships with your treatment center?”
• Child question: “At what seniority level might this occur?”

→ Without knowing that “this” refers to the establishment of relationships, the follow-up lacks clarity and grounding, which our new nested question release provides.

Who’s this for?

Customers using Data Capture - especially those using discussion guides with multiple layers of probing or follow-up questions.

What's new?

A set of updates across the Customer Portal and Data Capture experience to improve visibility, usability, and control.

Key updates:

1. New UI for Adding and Editing Sheets. 
   The Data Capture sheet editor has been redesigned for better visibility- especially for users on smaller screens. You can now view and manage many more questions at once when creating or editing your sheet. This new layout is more space-efficient and paves the way for upcoming nested-question functionality.

2. Regenerate Individual Cell Contents
   You can now refresh any single cell in your Data Capture sheet. If an answer is missed, partial, or skips a reference, hover over the cell and click the refresh icon to generate a new one. The next time you reload your sheet, the new answer will show.

3. Near Pass Tag Visibility
   The near pass tag now appears across the Upcoming and Completed Connections tabs, not just New Profiles. This helps customers keep tabs on experts who narrowly missed criteria.

4. Rejection Reasons
   Rejection reasons are now visible in the Rejected tab beside the expert’s profile. This keeps a clear record of why experts were rejected and makes it easier to revisit or reverse those decisions.

Why this matters

Together, these updates make the portal and Data Capture workflow faster, clearer, and easier to manage.

Who’s this for?

All customer portal users

What's new?

You can now edit previously published questions in your Data Capture sheet. Whether you're adjusting the context of the question or simply correcting a typo, simply navigate to the 'Edit Sheet' area to make your changes.

When you save your changes, you’ll be given the option to regenerate answers for any edited questions - useful if the question meaning has changed and you want to keep your responses up to date.

How it works:

1. Click the ‘Edit’ button next to your sheet name
2. Add, edit, delete or reorder questions as needed
3. When saving, select any edited questions you’d like to regenerate answers for
4. Existing responses will only be replaced where regeneration is selected

Why this matters

This gives you flexibility to adjust your discussion guide as interviews progress. It also helps you fine-tune how questions are asked - so you get the most relevant insights from your data capture.

Who’s this for?

All Data Capture users

What’s new?

You can now submit new project requests directly from your Techspert dashboard. Whether you’re looking for a quote for a proposal or ready to kick off a project, you can share everything we need upfront - and your team will be notified instantly.

Just fill in the brief, upload any screeners or guides, and we’ll take it from there.

How it works:

• Log into your Techspert account and click ‘Start new project’
• Complete a short form with your project details
• Choose what happens next - get a proposal or jump straight into fieldwork
• Your project team will confirm receipt and next steps as soon as possible

Behind the scenes:

• Your request routes straight to the right person - no delays, even if someone’s on holiday or out of office
• A new project record is automatically created in our system, so we’re ready to move fast

Why this matters

Submitting new projects via the portal means no delays and no misrouting - your request reaches the right person instantly. With all the info shared upfront, we can pick it up quickly and get moving without back-and-forth.

Who’s this for?

All customers using the Techspert portal.

What’s new?

If you have a Data Capture contract, you can now launch self-serve projects directly from your Techspert portal - no need to email your point of contact first. It’s the fastest way to kick off a project using your own experts.

How it works:

• Log into your portal and click ‘Start a new project’
• Choose “Already have experts”
• Fill in a quick form with your project details (title, objectives, segments, users to invite)
• Your project is live in seconds - with immediate access to the Data Capture and the AI Assistant.

Why this matters

No more waiting for setup. You’re in control - set up and run projects when it suits you, without needing to go through your Techspert team first.

Who’s this for?

Customers with an active Data Capture contract. If you're unsure whether this is enabled for your account, speak to your Techspert relationship manager.

What’s new?

Non-English calls are now automatically translated into English - with both the original and translated transcripts ready in your portal within an hour of your call ending.

Whether it’s French, Japanese, Spanish or any other language, there’s no more waiting around. As soon as your call has been processed, you’ll see both versions in your portal - ready to review, analyze, and share.

How it works:

1. Run a call in any language.
2. Within an hour, the English translation appears in your portal alongside the original transcript.
3. In the transcript view (AI Assistant and Data Capture), toggle between the original and translated versions.
4. Uploading a non-English call? We’ll automatically translate it and populate the Data Capture grid with insights in English - all within an hour.

Why this matters

Waiting for manual translations slows you down - and can get expensive. If you’re trying to dive into analysis or quickly share findings, this product release removes the bottleneck. It’s fast, seamless, and requires no extra steps from you.

Who’s this for?

Customers running calls on Techspert lines. Customers uploading calls into Techspert's Data Capture.

Want help with moderation too?

Reach out to our Project team to learn more.

Which languages are handled and to what accuracy?

Our tool supports the translation of over 50 languages, covering >97% of speakers worldwide.

Excellent: Spanish, French, German

Very High Accuracy: Italian, Portuguese, Dutch

Strong Accuracy: Russian, Mandarin, Polish

Moderate Accuracy: Arabic (Modern Standard), Japanese, Korean, Hindi, Turkish, Romanian, Hebrew, Cantonese

Formal medical language is typically handled very well.

Language	Accuracy Rating	Notes
Spanish	★★★★★	Very high accuracy for medical terms, widely supported
French	★★★★★	Excellent for clinical and formal speech
German	★★★★★	High-fidelity translation of medical and technical terminology
Italian	★★★★☆	Reliable in structured conversations
Portuguese	★★★★☆	Strong for both Brazil and Portugal
Dutch	★★★★☆	Very good clarity and structure; similar to English
Russian	★★★★☆	Solid for formal use; some nuance risk with informal phrasing
Chinese (Mandarin)	★★★★☆	Strong in formal/clinical settings; tone and idiom pose minor challenges
Polish	★★★★☆	Generally strong, depending on register
Arabic (MSA)	★★★☆☆	Good in formal register; dialects more variable
Japanese	★★★☆☆	Strong for technical terms
Korean	★★★☆☆	Reliable in formal speech
Hindi	★★★☆☆	Moderate accuracy, common medical vocabulary well handled
Turkish	★★★☆☆	Good for structured calls
Romanian	★★★☆☆	Clear for written/formal input
Hebrew	★★★☆☆	Works well for medical content
Cantonese	★★★☆☆	Good with formal speech and English mix;
Vietnamese	★★☆☆☆	Moderate performance
Thai	★★☆☆☆	Complex grammar, lower resource availability
Indonesian	★★☆☆☆	Fairly basic translation support
Filipino (Tagalog)	★★☆☆☆	Fairly basic translation support

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What's new?

We’ve launched the first integration between Techspert’s Data Capture and AI Assistant.

Now, when you upload external transcripts to the Data Capture, they’re automatically sent to the AI Assistant and tagged under the correct segment - no manual steps needed.

How it works

• Upload an externally hosted call to Data Capture.
• The AI Assistant places the expert in the correct segment.
• Query insights or generate outputs as you would with any Techspert-hosted call.

Why?

This update gives you more flexibility in your post-call analysis. You can now power your AI Assistant with external calls, so you won’t miss out on smart summarization, fast Q&A, or searchable insights.

Who is this applicable to?

All customers using Techspert’s Data Capture. Please note only Zoom and Teams file types are supported.  

What’s new?

Download expert quotes as short audio snippets directly from the project portal.

No more scrubbing through long recordings or opening editing tools. Just grab the quote you want and download the audio in seconds. It’s the fastest way to bring expert voices into your deliverables.

How it works:

1. Locate a quote in any location on the portal. 
2. Click the download icon, next to the save icon.
3. Done, your audio snippet is downloaded and ready to use

Why this matters

Customers often tell us, “We’d love to use more of this content in our outputs, but we don’t have time to clip it all.” Now you don’t have to.
Audio Snippets make it effortless to include real voices in deliverables, presentations, and share-backs, so expert calls become even more valuable.

Who’s this applicable to?

All customers who run calls through Techspert lines.

What’s new?

You can now ask experts to answer follow-up questions directly from the project portal.

Whether you need a quick clarification or want to dig deeper into something an expert said, follow-up questions give you a flexible way to keep learning from the same experts, without needing to schedule another call.

How it works:

1. In the 'Completed Connection' tab, click the 'Ask Follow-up Question' button.
2. Choose your expert(s)
3. Add your questions
4. Select how much time you’d like them to spend on their answers
5. Set a deadline
6. Submit the form - we’ll take care of the rest.

Once answers are ready, you’ll find them saved in the 'Completed Connections' area, in a new tab next to the expert's biography, titled 'Follow-Up Questions'.

This feature also works on closed projects, simply submit the form and our Project Team will pick up your request.

Why this matters

You’ve told us you want faster ways to follow up on insights — especially when you're mid-synthesis or prepping a deliverable. This feature gives you just that: direct access to expertise on your terms.

Who’s this applicable to?

All Techspert customers with access to the project portal.

What's new?

Introducing Techspert's automated Data Capture.  

Turn expert calls into structured insights with Techspert's Data Capture. Expert responses are automatically organized into a Q&A grid, making it easy to spot key themes, track expert alignment, and identify areas of divergence. Hyperlinked, timestamped references take you straight to the original audio snippet, for instant validation. No more sifting through transcripts or struggling with spreadsheets; just clean, structured data, ready for analysis, all in one place.

Features include: 

• Fully integrated grid, auto-filling within 30 minutes of calls concluding
• Answers referenced with source material
• Cells can be edited in-line 
• Upload calls run internally or via third-party vendors 
• Fully HIPAA and GDPR compliant

Why?

Techspert’s Data Capture is designed to replicate the workflow top consultancies and researchers use when creating data capture spreadsheets in Excel. By using the Data Capture, you will be able to bypass the hours spent taking notes and get straight to creating value.

Who is this applicable to?

All Techspert customers. Request a demo here: https://techspert.com/platform-demo

• *New expert added
• *Expert availabilities updated
• *Expert availabilities expiring (last remaining expert availability is within 24 hours)
• Call scheduled
• Files generated (transcripts, summaries, recordings)
• Project put on hold
• Project resumed
• Project kicked off
• Project closed

What's New?

ECHO Ask moves out of BETA with a series of powerful upgrades, including a default project-level assistant with no more file limits, custom segment creation, and full chat history. New features include:

• Project-level assistant. Now, when you go to ECHO Ask in your project portal, all completed calls are automatically loaded. No setup or configuration is required to get going.
• Create your own custom segments. Whether you want insights from just Payer and KOL segments or the experts you spoke with on Monday, you can now configure this in one easy step.
• No more file limits. N=50, no problem.
• Full chat history. All your chats are now saved, so you can revisit them whenever you need.
• Improved file library. You can now see all files in one place, with clearer labels, so you can jump between transcripts and call recordings more easily.

Why?

As our most hotly requested feature by customers, this change allows users to use ECHO Ask at a project level, pulling in all data across every project segment.

These changes improve your access to critical insights without the need for manual setup or limitations. By enhancing the ECHO Ask experience, we aim to streamline workflows and empower you to make more informed decisions with verifiable data at your fingertips.

Who is this applicable to?

All customers who use ECHO Ask.

What’s new?

We’ve added new thread management tools to help you stay organized when using ECHO Ask. You can now:

• Manage Multiple Threads: Create and view all your threads right in the UI.
• Access Chat History: Review chat histories for both active and past conversations.
• Archive Threads: Archive threads that you no longer need.

Here’s how it works:

• Threads stay active for 7 days, after which they become read-only.
• All threads, including archived ones, can be accessed from the ECHO Ask tab in your project portal.
• When you archive a thread, it’s removed from the UI entirely.

These updates make it easier to manage your conversations and keep things organized.

Why?

We made these changes to give you more control over your conversations and benefit from keeping conversations going in threads that have been trained.

Managing threads and finding past conversations should be easy, and archiving lets you clear out what you don't need.

Who is this applicable to?

All customers who use ECHO Ask.

• Enhanced Performance: Experience faster response times and more efficient processing of your requests.
• Improved Consistency: Discover a consistent performance every time, ensuring you can get the best response from ECHO Ask.
• Formatted responses: Gain more clarity in the format of ECHO Ask responses, for improved readability and onward analysis.

What's new?

Previously, usage reports were emailed to customers monthly or quarterly. Now, admin users can download these reports directly from the customer portal.

Accessible from the navigation bar, all completed and active contracts will display in the 'Usage Reports' area, with reports for active contracts being refreshed on a daily basis.   

Why?

This feature provides admin users with real time information on contract usage:

• Self-serve access: No more waiting for monthly or quarterly emails. Get the information you need right away.
• Real-time visibility: See how many contract units have been used and how many are left - at any time.
• Improved invoicing: Manage your reporting and invoicing - on your terms.

Who is this applicable to?

All contract customers. Your Customer Success representative will notify you when this feature has been enabled in your account.

What's new?

Introducing Techspert's quote library!

We are excited to announce a new feature in the ECHO Ask UI: the ability to favorite and unfavorite paragraphs. With this new feature, you can:

1. Save key quotes to the expert record in the completed connection page.
2. Remove quotes from your saved collection as needed.

Saved quotes are organized in a new 'Saved Quotes' tab against each expert record, making it easy to manage and reference important insights.

Why?

This feature allows users to save key moments from calls into a quote library - which can be used as a powerful resource when:

• Report writing.
• Evidencing recommendations with expert testimony.
• Conducting future secondary research.

By saving key moments from your calls, the quote library becomes a powerful, all-in-one resource for managing and utilizing expert insights.

Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

What's new?

Our new ECHO Ask UI displays transcripts and call recordings side-by-side with the AI Assistant chat interface. 

When generating an answer that contains a citation, you can now click the citation and the transcript and audio files will instantly snap to that location. 

This allows you to instantly verify the quote's accuracy, and to ensure the context in which the quote came from is appropriate.  

In this release we have also refined and updated the example prompts, improving the quality of the answers generated. 

Why?

Speed up the time it takes to synthesize research and generate quotes.  

Who is this applicable to? 

All customers who run calls on Techspert Zoom lines.

What's new?

For users who work with multiple brands or restricted/isolated business units, you can now access multiple Client Portal instances through a single login. 

Why?

To allow users to access multiple Client Portal instances where projects span across accounts. 

Who is this applicable to?

All customers. Please contact your Customer Success Manager to enable this on your account.  

What's new?

ECHO Call Summaries are improving. From 3rd April, all call summaries will now be powered by a more advanced LLM, which will in turn improve the quality and level of detail of the summaries being generated.
We tested this by running a transcript through the current vs new model, the difference was significant.

Why?

Better quality summaries.

Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

What's new?

All client users have now been granted co-host controls for meetings.  As co-host, you have the ability to admit and remove guests from a waiting room, rename attendees, and turn videos on/off. 

Why?

Better conference call experience, greater control over attendee anonymity. 

Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

What's new?

Customers can harness the power of generative AI with our cutting edge AI assistant, integrated directly into your Techspert project portal. Powered by your completed call transcripts, it surfaces and synthesizes insights from your respondent groups, saving hours of time for its users.

Features include: 

• Interactive Chat Interface - Engage in a dynamic conversation with your project data.
• Instant Insights - Ask any question and receive answers derived directly from your transcripts - no hallucinations. 
• Expert Quotes - Get evidence-backed points with direct quotes, complete with specific locations within the documents.
• Comparative Analysis - Effortlessly compare responses across different expert records or respondent groups within a project.

Why?

Our customers spend significant amounts of time on low value, time intensive, manual tasks. ECHO Ask unlocks this time by eradicating these tasks, so it can be better spent on value creation. 

Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

What's new?

Previously, client portal users had to view screener responses one by one.  Now, our screener comparison tool allows customers to review and compare all completed screeners side by side.  This feature is accessible from a button in the client portal UI, by the main navigation bar.  

Presented in table view, customers are shown one tab per project segment. This accounts for the fact that screeners are typically unique per respondent group.  

N.B. experts who have requested anonymity are excluded from the screener comparison table.  

Why?

Save time reviewing screeners. View all expert screening information in one place. 

Who is this applicable to?

All customers.

What's new?

Now, experts who nearly pass a screener but fail on one or two questions, will be published to the customer portal for review.  These experts will be presented with a ‘near pass’ flag. 

Why?

In many instances, screener requirements loosen or change as fielding progresses. This near pass feature allows our customers to review profiles that closely fit the project criteria. It also gives greater visibility to trends on where experts are failing, and give a steer on where to potentially relax screener criteria to achieve fielding success. 

Who is this applicable to?

All customers.