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Setting up a study in User Intuition takes about 10-15 minutes and follows a six-step process. By the end, you’ll have a live study ready to collect insights from your customers.

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The Setup Process

StepNameWhat You’ll Do
1Choose Your Study TypeSelect the research template that matches your goals
2Customize Your PlanWork with Charles to tailor the research plan
3Review Your StudyReview and edit the generated research plan
4Set Up Your InterviewerChoose your AI interviewer’s voice and mode
5Test Your ConversationExperience the study from a participant’s perspective
6Launch Your StudyReview everything and launch

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Before You Begin

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What You’ll Need

  • A clear research question: What are you trying to learn?
  • Target participants in mind: Who will you interview?
  • Context to share: Background about your company, situation, or hypotheses

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What You’ll Create

By the end of this process, you’ll have:
  • A customized research plan tailored to your specific needs
  • A configured AI interviewer ready to conduct natural conversations
  • A live study link you can share with participants

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Tips for Success

Invest time in customization The more context you provide to Charles in Step 2, the more tailored and effective your research plan will be. Don’t rush this step. Always test before launch A 10-minute test conversation can save you from discovering issues after participants have completed interviews. Keep your research focused Resist the urge to ask about everything. Focused studies that go deep on 4-6 topics deliver more actionable insights than broad studies that skim many topics. Write for your participants Use language your customers understand. Avoid internal jargon in your questions.

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After Launch

Once your study is live, you’ll manage it from the Study Dashboard:
GuideDescription
Dashboard OverviewNavigate the dashboard and understand key metrics
Inviting ParticipantsAdd participants via email, panel, widget, or link
Viewing Calls & TranscriptsReview completed interviews and audio
Understanding ReportsGenerate and interpret AI-powered insights
Edit & Delete StudiesManage your study configuration

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Frequently Asked Questions

How long does setup take? Most users complete setup in 10-15 minutes. Complex custom studies may take longer. Can I save and return later? Yes. Your progress is saved automatically. You can close the browser and return to continue. Can I duplicate an existing study? Yes. From the dashboard, you can duplicate any study to use as a starting point for a new one. What if I make a mistake? You can click Back at any point to revise previous steps. Some changes can be made after launch; others require creating a new study.