> ## 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.

> Review and refine the research plan that Charles generated. This is your opportunity to make direct edits before the study goes live.

# Review Goals

Review and refine the research plan that Charles generated in the previous step. This is your opportunity to make direct edits before the study goes live.

***

## 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")

**Example names:**

* "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:

| Tool                 | Function                                          |
| -------------------- | ------------------------------------------------- |
| **Undo/Redo**        | Reverse or restore recent changes                 |
| **Heading dropdown** | Change text to Heading 1, Heading 2, or paragraph |
| **Bold**             | Make text bold                                    |
| **Italic**           | Make text italic                                  |
| **Link**             | Add a hyperlink                                   |
| **Bulleted list**    | Create a bulleted list                            |
| **Numbered list**    | Create a numbered list                            |
| **Quote**            | Format text as a block quote                      |

### Making Edits

1. Click anywhere in the document to place your cursor
2. Highlight text to modify or delete it
3. Type to add new content or use formatting tools

### Common Edits

| Edit Type             | How To                                                     |
| --------------------- | ---------------------------------------------------------- |
| **Add a question**    | Navigate to the relevant section and type your question    |
| **Remove a question** | Select and delete questions that aren't relevant           |
| **Adjust focus**      | Modify time estimates and question counts for each section |
| **Refine language**   | Adjust wording to match how your customers talk            |

***

## Saving Your Changes

Your changes are saved automatically as you edit. When you're satisfied with the research plan:

1. Review the complete document one more time
2. Click **Save & Continue** to proceed to [Step 4: Set Up Your Interviewer](/creating-a-study/setup-interview)

***

## Going Back to Charles

If you want Charles to make more substantial changes to the plan:

1. Click **Back** to return to Step 2
2. Tell Charles what changes you'd like
3. Charles will update the plan, and you can review it again

***

## Frequently Asked Questions

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

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

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