> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getquikly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Discovery Gen

> Run structured client discovery sessions with Quimy: phased questions, scorecard, summary, PDF export, and handoff to proposals.

**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.

<Note>
  **Where to find it:** Open [app.getquikly.com/discovery](https://app.getquikly.com/discovery) from the app navigation, or start a new session at [app.getquikly.com/discovery/new](https://app.getquikly.com/discovery/new).
</Note>

## 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.

## Meeting types

Choose the frame that best matches the session. This steers tone and focus for generated questions:

| Type                     | When to use it                                              |
| ------------------------ | ----------------------------------------------------------- |
| **First contact**        | Initial alignment, pain points, and fit.                    |
| **Technical deep-dive**  | Stack, integrations, constraints, and implementation risks. |
| **Commercial alignment** | Budget, procurement, timelines, and decision-makers.        |

## 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.

## 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.

## Score dimensions

Questions roll up into five dimensions (labels adapt to your UI language):

| Dimension                 | Covers                                           |
| ------------------------- | ------------------------------------------------ |
| **Project readiness**     | Stage, deliverables, validation, existing assets |
| **Technical capability**  | Skills, infrastructure, stack preferences        |
| **Scope clarity**         | Specs, priorities, non-functional requirements   |
| **Financial solidity**    | Budget, funding, payment capacity                |
| **Operational readiness** | Decision-makers, timeline, availability          |

The summary view shows a **scorecard** (including a radar chart) and a concise **client/context** block when generated.

## 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

## 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.

## 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.

<Tip>
  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.
</Tip>

## Related

* [Discovery Copilot](/guides/discovery-copilot-extension) — Browser extension for live meetings (Meet, Zoom Web, Teams Web): transcript + coaching with your Quikly context
* [AI features](/guides/ai-features) — Brief analysis, requirements, rates, and proposal-side Quimy tools
* [Clients](/guides/clients) — Linking discovery to CRM clients
* [Agent Mode](/guides/agent-mode) — Chat-guided proposal creation