ROLE: UX Researcher

examples/23-role-ux-researcher.halo policies |* parallel |! people

Collect user interview transcripts, run thematic analysis, cross-reference with behavioral data, and generate an evidence-backed research report

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// ============================================================
// ROLE: UX Researcher
// PURPOSE: Collect user interview transcripts, run thematic
//          analysis, cross-reference with behavioral data,
//          and generate an evidence-backed research report
// ============================================================

policy Privacy        : Redact(PersonalInfo) & Anonymize(Speaker)
policy ResearchBudget : MaxSpend(3.00)

// --- Tools ---
tool DovetailAPI     : POST("api.dovetail.app/graphql", apiKey: Env.DOVTAIL_KEY)
tool AmplitudeAPI    : POST("api.amplitude.com/1/export", apiKey: Env.AMPLITUDE_KEY)
tool SlackResearch   : POST("hooks.slack.com/services/ux-research")
tool NotionResearch  : POST("api.notion.com/v1/pages", apiKey: Env.NOTION_KEY)

// --- Store ---
tool PriorResearch   : VectorStore(Env.PINECONE_KEY, namespace: "interview-themes")
tool UserSegments    : VectorStore(Env.PINECONE_KEY, namespace: "user-personas")

// --- Agents ---
// The thematic analyst identifies patterns across interviews
@shadow(Analyst_Check)
agent ThematicAnalyst [anthropic/claude-sonnet-4, temp: 0.2]
  system """
    You are a qualitative research analyst. Extract themes
    from interview transcripts using affinity clustering.
    Tag each theme with frequency, sentiment, and supporting
    quotes. Preserve participant anonymity at all times.
  """
  equips PriorResearch, UserSegments
  requires Privacy, ResearchBudget

// The data trier validates themes against behavioral metrics
agent DataTrier [openai/gpt-4o-mini, temp: 0.0]
  system """
    You are a data validation specialist. Cross-reference
    qualitative themes against quantitative metrics to
    confirm or refute each finding. Report correlation
    strength and statistical confidence for every claim.
  """
  requires ResearchBudget

// The synthesizer produces the final report
agent ReportSynthesizer [openai/gpt-4o-mini, temp: 0.4]
  system """
    You are a research report writer. Produce evidence-backed
    findings with clear recommendations. Structure reports as:
    executive summary, methodology, key findings, supporting
    data, and prioritized action items.
  """
  equips NotionResearch

// --- The Pipeline ---
@timeout(15m)
@retry(2, 10s)
pipeline ResearchReport(study_id: String) -> Report:
  study_id
    // Step 1: Load all interview transcripts from Dovetail
    |> ThematicAnalyst.load_transcripts(
         study_id,
         PriorResearch
       ) as study

    // Step 2: Fan-out — parallel analysis: thematic + behavioral + persona
    |* {
         ThematicAnalyst.extract_themes(
           context.data.study.transcripts,
           ["pain_point", "satisfaction", "feature_request", "workflow"]
         ) as themes,
         DataTrier.validate_metrics(
           AmplitudeAPI,
           context.data.study.user_segment,
           context.data.study.timeframe
         ) as metrics,
         ThematicAnalyst.segment_users(
           context.data.study.speakers,
           UserSegments
         ) as segments
       }

    // Step 3: Gate — need at least 2 themes to report on
    |? (context.data.themes.primary_themes > 2)

    // Step 4: Cross-reference themes with behavioral data
    |> DataTrier.correlate(
         context.data.themes.ranked,
         context.data.metrics.validation
       ) as correlations

    // Step 5: Synthesize the full research report
    |> ReportSynthesizer.build_report(
         context.data.themes,
         context.data.correlations,
         context.data.segments,
         "evidence-backed"
       ) as report

    // Step 6: Send draft to research team for review
    |> SlackResearch.post(
         context.data.report.executive_summary,
         [context.data.report.full_doc, context.data.report.top_quotes],
         "ux-research-team"
       )

    // Step 7: Human-in-the-loop — researcher approves before publishing
    |! yield(
         SlackResearch,
         "Research report ready for review. Approve for stakeholder distribution?",
         [context.data.report.key_findings, context.data.report.recommendations],
         48h
       )

    // Step 8: Wait for researcher action
    ~> listen(SlackResearch.Reaction) as researcher

    // Step 9: Gate on approval
    |? (context.data.researcher.action == "approve")

    // Step 10: Publish to Notion and notify stakeholders
    |> NotionResearch.publish(
         context.data.report.content,
         "stakeholder-digest"
       )