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Review your complete study configuration and launch. Once launched, your study is live and ready to receive participants.

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Overview

This is the final step before your study goes live. Take a moment to review everything and ensure your study is configured exactly as you want it.

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What You’ll See

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Summary Cards

At the top of the screen, three cards summarize your key configurations:
CardShows
Study TypeThe template you selected (e.g., “NPS and CSAT”)
InterviewerThe voice you chose (Elliot or Paige)
Interview TypeThe mode you configured (Chat, Audio, or Video)

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Study Name

Your study name is displayed prominently. This is how the study will appear in your dashboard.

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Research Plan Preview

The complete research plan is displayed, including:
  • Objective
  • Background
  • North-Star Learning Goal
  • Key Sub-Questions
  • Conversation Flow
  • Interviewer Guidelines

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Final Review Checklist

Before launching, confirm:
  • Objective clearly states what you’re trying to learn
  • Questions are written in participant-friendly language
  • All important topics are covered
  • Time allocations are appropriate for each section
  • Voice selection matches your brand and audience
  • Interview mode is appropriate for your participants
  • Study name is descriptive and recognizable
  • You’ve tested the conversation (recommended)

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Making Last-Minute Changes

If you need to modify anything before launch:
  1. Click Back to return to the relevant step
  2. Make your changes
  3. Click Save & Continue through subsequent steps
  4. Return to this screen to launch

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What Happens Next

After you launch, here’s what to expect:
1

Study goes live

Your study is immediately active and can receive participants
2

Invite participants

From the dashboard, you’ll invite participants via email, link, panel, or widget
3

Conversations happen

As participants complete interviews, data flows into your dashboard
4

Review and analyze

Access transcripts, listen to recordings, and generate reports
Important: Launching does not automatically send invitations to anyone. After launching, you’ll need to actively invite participants from your study dashboard.

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Launching Your Study

When you’re ready:
1

Review one final time

Scroll through the research plan to confirm everything looks right
2

Click Launch

Click the Save and Launch button (with the 🚀 icon)
3

You're live!

Your study is now active and you’ll be taken to the study dashboard

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After Launch

Once launched, you’ll be redirected to your Study Dashboard where you can:
  • Invite participants using multiple methods
  • Monitor progress with real-time metrics
  • Review calls as they complete
  • Generate reports once you have enough responses

Invite Participants

Learn about all invitation methods

Dashboard Overview

Navigate your study dashboard

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Can I Make Changes After Launch?

Yes, but with caveats:
Change TypePossible?Recommendation
Edit research planYesAvoid after participants have responded
Change interviewer voiceYesAvoid after participants have responded
Change interview modeYesAvoid after participants have responded
Rename studyYesSafe to do anytime
Best Practice: We strongly discourage making changes to your study after participants have started completing interviews. Changing questions or flow mid-study means earlier and later responses won’t be directly comparable, which can compromise your analysis.
If significant changes are needed after collecting responses, consider creating a new study instead.

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Frequently Asked Questions

There’s no formal pause feature. To effectively pause, stop sending new invitations. Existing links will still work unless you delete the study.
You can delete the study and create a new one. Note that deleting is permanent—all data will be lost.
Immediately. Once launched, you can start inviting participants right away from the dashboard.
This depends on your plan. Contact support for details on study limits.