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

> How to create a research study in User Intuition — six setup steps, then inviting participants from your dashboard.

# Creating a Study Overview

Setting up a study takes about 10–15 minutes across six steps. A seventh — inviting participants — happens on your dashboard once the study is live.

***

## The Setup Process

| Step | Name                                                     | What You'll Do                                                  |
| ---- | -------------------------------------------------------- | --------------------------------------------------------------- |
| 1    | [Create Study](/creating-a-study/create-study)           | Pick one of the three study types                               |
| 2    | [Customize Plan](/creating-a-study/customize-plan)       | Work with Charles to tailor the research plan                   |
| 3    | [Review Goals](/creating-a-study/review-goals)           | Review and edit the generated plan                              |
| 4    | [Setup Interview](/creating-a-study/setup-interview)     | Moderator voice, format, language, recruiting method, screeners |
| 5    | [Test Conversation](/creating-a-study/test-conversation) | Experience the study as a participant would                     |
| 6    | [Ready to Launch](/creating-a-study/ready-to-launch)     | Review everything and launch                                    |
| 7    | [Invite Participants](/recruiting/overview)              | From your dashboard, once the study is live                     |

***

## 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](/resources/sample-size) 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:

| Guide                                                 | Description                             |
| ----------------------------------------------------- | --------------------------------------- |
| [Dashboard](/managing-your-study/dashboard)           | Metrics, study status, and the tabs     |
| [Study actions](/managing-your-study/study-actions)   | Edit, duplicate, pause, rewards, delete |
| [Recruiting participants](/recruiting/overview)       | Every way to reach participants         |
| [Calls & transcripts](/results/calls-and-transcripts) | Review completed interviews             |
| [Reports](/results/reports)                           | Generate and interpret insights         |

***

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How long does setup take?">
    Most people finish in 10–15 minutes. Complex studies take longer.
  </Accordion>

  <Accordion title="Can I save and return later?">
    Yes. Progress saves automatically — close the browser and pick up where you left off.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>