Overview
The Review Goals screen displays the complete research plan in an editable format. You can review every element of the plan and make changes directly in the document editor.What You’ll See
Study Name
At the top of the screen, you’ll see a field to name your study. Charles suggests a default name based on your conversation, but you can change it to whatever makes sense for your organization. Best practices for naming studies:- Include the research type (e.g., “NPS Deep Dive”)
- Include a date or quarter (e.g., “Q1 2024”)
- Include the customer segment if relevant (e.g., “Enterprise Customers”)
- “Nike Voice Survey”
- “Q4 Churn Analysis - SMB Segment”
- “Post-Launch NPS - Mobile App Users”
The Research Plan Document
Below the study name, you’ll see the full research plan in a rich text editor. The plan typically includes: Objective — A clear, concise statement of what the study aims to accomplish. This should directly address the business question you’re trying to answer. Background — Context about your company and situation that informs how the AI interviewer approaches conversations. Learning Goals — The primary insights the study must deliver. These are the non-negotiable outcomes that define success. Key Questions — Specific questions organized by theme that the interviewer will explore. Conversation Flow — A section-by-section outline of how each interview will progress, including time estimates. Study-Specific Rules — Instructions that guide the AI interviewer’s behavior, ensuring professional, unbiased conversations.Editing the Research Plan
The editor includes standard formatting tools:Making Edits
- Click anywhere in the document to place your cursor
- Highlight text to modify or delete it
- Type to add new content or use formatting tools
Common Edits
Saving Your Changes
Your changes are saved automatically as you edit. When you’re satisfied with the research plan:- Review the complete document one more time
- Click Save & Continue to proceed to Step 4: Set Up Your Interviewer
Going Back to Charles
If you want Charles to make more substantial changes to the plan:- Click Back to return to Step 2
- Tell Charles what changes you’d like
- Charles will update the plan, and you can review it again
Frequently Asked Questions
Can I add entirely new sections to the research plan?
Can I add entirely new sections to the research plan?
Yes. You can add any content you need. Just make sure it follows the overall structure so the AI interviewer can execute it properly.
What if I accidentally delete something important?
What if I accidentally delete something important?
Use the Undo button to restore deleted content. If you’ve made many changes and want to start over, click Back to return to Step 2 and regenerate the plan.
How long should the research plan be?
How long should the research plan be?
There’s no strict limit, but keep in mind that longer plans mean longer interviews. Most effective studies have 4-6 main topic areas with 2-4 questions each.
Will participants see this document?
Will participants see this document?
No. Participants only experience the natural conversation with the AI interviewer. This document guides the AI’s behavior but is not shown to participants.