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Review the research plan Charles generated in the previous step, and edit it directly before the study goes live.

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Name your study

At the top of the screen, name your study. Charles suggests a name based on your conversation, and you can change it. Names can be up to 40 characters. A good name includes:
  • The research type (e.g., “NPS Deep Dive”)
  • A date or quarter (e.g., “Q1 2026”)
  • 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”

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Check the research plan

Below the study name, the full research plan opens in a rich text editor. It includes:
  • Objective: what the study aims to accomplish. It should directly address your business question.
  • Background: context about your company and situation that informs how the moderator approaches conversations.
  • Learning Goals: specific, answerable research questions, each with the evidence needed underneath. A goal can also list relevant perspectives or a boundary. Older plans may also have a separate Key Questions list.
  • Conversation Flow: a section-by-section outline of how each interview will progress, including time estimates.
  • Study-Specific Rules: instructions that guide how the moderator runs the conversation.

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Edit the research plan

Click into the document and type to edit. The toolbar has undo and redo, a heading dropdown, bold, italic, links, bulleted and numbered lists, and block quotes. Changes save automatically as you edit. For bigger changes, click Back to return to Customize Plan and tell Charles what you’d like. He updates the plan, and you can review it again here. When the plan is ready, click Save & Continue.

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Frequently asked questions

Yes. Keep new content in the same overall structure so the moderator can follow it.
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.
There’s no strict limit, but longer plans mean longer interviews. Most effective studies have 4–6 main topic areas with 2–4 questions each.
No. The plan guides the moderator. Participants only experience the conversation.

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Next steps

Step 4: Setup Interview

Choose the voice, format, language, recruiting method, and screeners.

Step 2: Customize Plan

Go back to Charles for bigger changes to the plan.