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Documentation Index

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Discovery Gen is a dedicated workspace in Quikly for structured discovery with a client — separate from the brief quality analysis that runs inside the proposal editor when you click Analyze with Quimy. Use Discovery Gen when you want a guided interview, a visual scorecard across dimensions, and a shareable report before you open a proposal.
Where to find it: Open app.getquikly.com/discovery from the app navigation, or start a new session at app.getquikly.com/discovery/new.

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What you get

  • Phased questions — Quimy generates the next set of questions based on the meeting type, your answers so far, and optional prior context.
  • Five dimensions — Each question maps to a discovery dimension; partial scores update as you complete phases.
  • Executive summary & scorecard — After the last phase, Quimy produces a narrative summary and a radar-style scorecard.
  • Exports — Download a PDF, copy the report as Markdown, or start a new proposal with the summary pre-filled and linked to this discovery report.

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Meeting types

Choose the frame that best matches the session. This steers tone and focus for generated questions:
TypeWhen to use it
First contactInitial alignment, pain points, and fit.
Technical deep-diveStack, integrations, constraints, and implementation risks.
Commercial alignmentBudget, procurement, timelines, and decision-makers.

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Session setup (step 1)

  1. Pick the meeting type and optionally link a client from your CRM (name, company, email, industry, size are filled when you select one).
  2. Add prior context — notes from a previous call, email thread, or RFP excerpt. This improves question relevance and scoring.
  3. Optionally attach files (e.g. PDF, DOCX, TXT, MD) for Quimy to consider. Limits and allowed types are shown in the UI.
  4. Choose layout:
    • Standard — Step through phases one screen at a time.
    • Live — Optimized for running the session live with the client (same flow, different presentation).
Your report is saved as you go; you can return from Discovery list anytime.

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Interview & phases (step 2)

  • Each phase contains AI-generated questions tagged by dimension (see below).
  • Answer in text, or mark a question as skipped if it does not apply.
  • When you finish a phase, Quimy requests the next phase and updates partial scores when applicable.
  • If you change answers after a summary was generated, the UI can indicate that the report is stale and offer regenerate so scores and summary stay aligned.

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Score dimensions

Questions roll up into five dimensions (labels adapt to your UI language):
DimensionCovers
Project readinessStage, deliverables, validation, existing assets
Technical capabilitySkills, infrastructure, stack preferences
Scope claritySpecs, priorities, non-functional requirements
Financial solidityBudget, funding, payment capacity
Operational readinessDecision-makers, timeline, availability
The summary view shows a scorecard (including a radar chart) and a concise client/context block when generated.

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Summary & handoff (step 3)

When discovery is complete:
  • Review the summary, scorecard, and any risk signals or service recommendation surfaced by Quimy.
  • Use Copy to get a Markdown version for Notion, email, or your wiki.
  • Use Download PDF for a client-ready document.
  • Click Start proposal (or equivalent) to open the new proposal flow with:
    • Brief text prefilled from the discovery summary
    • Discovery report linked on the proposal for traceability

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Managing reports

From the Discovery list:
  • In progress vs Completed sessions are grouped for quick access.
  • Duplicate creates a new report from an existing one (useful for a follow-up meeting with the same client).
  • Delete removes a report you no longer need.
Reports are scoped to your user, or to your team when you work in a team workspace.

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AI usage

Discovery Gen uses Quimy for next-phase generation and final summary. Usage counts against your plan’s AI quotas like other Quimy features. If you use Bring Your Own Key (BYOK) in Settings → AI, those calls can use your configured provider where supported.
Discovery Gen complements — but does not replace — brief quality analysis in the proposal editor. Use Discovery Gen for live or async workshops; use Analyze with Quimy on the proposal brief when you are already building the commercial document.
  • Discovery Copilot — Browser extension for live meetings (Meet, Zoom Web, Teams Web): transcript + coaching with your Quikly context
  • AI features — Brief analysis, requirements, rates, and proposal-side Quimy tools
  • Clients — Linking discovery to CRM clients
  • Agent Mode — Chat-guided proposal creation