The Setup Process
Before You Begin
What You’ll Need
- A clear research question — what are you trying to learn?
- Context to share — background about your company, your situation, or your hypotheses
What You’ll Create
- A research plan tailored to your specific question
- A configured moderator ready to run natural conversations
- A study ready to launch to your participants
Tips for Success
Invest time in customization The more context you give Charles in Step 2, the better your research plan. Don’t rush it. Always test before launch A ten-minute test conversation can save you from discovering a problem after twenty participants have already hit it. Size the study before you launch it Most studies are smaller than the confidence people want from them. The sample size calculator shows what your planned number actually buys, and what it would take to reach the confidence you’re after. Keep your research focused Resist asking about everything. A study that goes deep on 4–6 topics beats one that skims twelve. Write for your participants Use language your participants actually use. Avoid internal jargon in your questions.After Launch
Once your study is live, you manage it from the Study Dashboard:Frequently Asked Questions
How long does setup take?
How long does setup take?
Most people finish in 10–15 minutes. Complex studies take longer.
Can I save and return later?
Can I save and return later?
Yes. Progress saves automatically — close the browser and pick up where you left off.
Can I duplicate an existing study?
Can I duplicate an existing study?
Yes. On the dashboard, open Actions and choose Duplicate Study to use it as a starting point for a new one.
What if I make a mistake?
What if I make a mistake?
Click Back at any point to revise an earlier step. Most things can still be changed after launch, though changing questions mid-study makes early and late responses harder to compare.