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This step configures how participants will experience the interview. There are five sections, each collapsible.

Moderator Voice

Choose who will conduct the interview. Each voice is built for research conversations — warm, professional, and easy to sit with for twenty minutes. To preview one, click the play button on its card. We recommend listening to each before you choose, since the voice sets the tone of every conversation in the study. Click a card to select it. Your choice saves automatically.
In chat format, participants never hear the moderator, so the voice selection applies to voice and video only. The moderator’s personality stays the same across all three.

Interview Format

How participants will interact with the moderator. You choose the format; participants can’t change it. Whatever you set here applies to every interview in the study.

Interview modes in depth

Permissions, screen sharing, cost, and what each format is good for.

Interview Language

Select the language for the interview. Twenty-nine are available, plus auto-detect.
English
Arabic (العربية)
Bulgarian (Български)
Chinese (中文)
Croatian (Hrvatski)
Czech (Čeština)
Danish (Dansk)
Dutch (Nederlands)
Filipino
Finnish (Suomi)
French (Français)
German (Deutsch)
Greek (Ελληνικά)
Hindi (हिन्दी)
Indonesian (Bahasa Indonesia)
Italian (Italiano)
Japanese (日本語)
Korean (한국어)
Malay (Bahasa Melayu)
Polish (Polski)
Portuguese (Português)
Romanian (Română)
Russian (Русский)
Slovak (Slovenčina)
Spanish (Español)
Swedish (Svenska)
Tamil (தமிழ்)
Turkish (Türkçe)
Ukrainian (Українська)

Pick a specific language wherever you can

Setting a specific language localizes the whole participant experience, not just the conversation: the screener questions and the moderator’s opening line are all translated into it before the participant sees them. Auto-detect (Ask Participant) doesn’t do that. It lets each participant choose their language once the conversation starts — but the screener questions stay in English, and so does the moderator’s opening line. A participant who came for a Spanish interview meets an English screener and an English greeting first, which is a confusing way to begin.
If you know most interviews will be in one language, set that language rather than using auto-detect. Reserve auto-detect for genuinely mixed audiences where you can’t predict the language and are willing to accept an English screener.
For multi-market research where each market matters, running one study per language gives every participant a fully localized experience — and gives you results you can compare market by market.

Recruiting Method

How you’ll reach participants. Two options: This choice determines your invite options after launch. BYOP studies get a study link, email invites, and an embed code. Panel studies get panel recruiting and niche audience requests.

Recruiting participants

How to choose between them, and what each costs.

Screener Questions and Targeting Attributes

Qualify participants before they reach the interview.

Standard attributes

Six common attributes are one click away as pills: Age, Gender, Zip Code, Region, Household Income, and Ethnicity. Click one to add it to your screener. For anything beyond those, click Advanced to browse the full catalog of standard qualifications.

Custom questions

Click Add Question to write your own. Each custom question is either Single Select (participants pick one option) or Multiple Select (they pick several). For each answer option you can mark whether it disqualifies the participant — anyone choosing it won’t proceed to the interview. Questions can be reordered by dragging, and collapsed while you work on others.

Randomizing Answer Options

When editing a multiple-choice screener question, use the Randomize options checkbox next to the question type to shuffle the order of that question’s answer options.
  • It’s available on single-select and multiple-select questions.
  • When enabled, participants see that question’s answer options in a fresh random order each time they open the screener.
  • Randomizing helps reduce order bias—the tendency to pick whichever option appears first—so your qualifying data better reflects genuine choices.
  • Leave it unchecked to always show options in the order you wrote them. That’s the better choice when the order is meaningful, such as ranked scales or ascending ranges.
Randomization changes only the order options are displayed. Which options qualify or disqualify a participant is unaffected.

Proceeding to the Next Step

Review your selections and click Save & Continue to move to Step 5: Test Conversation.

Frequently Asked Questions

Yes — either here, or by asking Charles in Step 2. He’ll use standard qualifications where they fit.
They’ll see an error. Voice and video need a working microphone, and video needs a camera. Chat works anywhere.
After launch, from the dashboard Actions menu. See Study actions.