Setup Interview

This step sets how participants experience the interview. It has five collapsible sections. Your choices save automatically.

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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.

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Interview format

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

• Studies with concept links can’t use chat. Concept links need a screen-capable interview, so Chat is disabled once the study has them.
• Synthetic studies must use chat. Choosing Synthetic as the recruiting method switches the format to chat.

Choosing Voice or Video also adds a consent screener to your screener questions. It tells participants the format and roughly how long the interview takes, based on your plan. It screens out anyone unwilling to take part, and for video, anyone without a webcam they’re willing to use. Switching to chat removes it.

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Interview language

Select the language for the interview. Eighty-two are available, plus auto-detect.

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Pick a specific language wherever you can

Setting a specific language localizes the whole participant experience. The screener questions and the moderator’s opening line are translated into it, as well as the conversation. Auto-detect (Ask Participant) lets each participant choose their language once the conversation starts. The screener questions and the moderator’s opening line stay in English. A participant who came for a Spanish interview meets an English screener and greeting first. For multi-market research where each market matters, running one study per language gives every participant a fully localized experience. It also gives you results you can compare market by market.

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Recruiting method

How you’ll reach participants. Three options: This choice determines your invite options after launch. BYOP studies get a study link, email invites, embed codes, and an external panel connection. Panel studies get panel recruiting and niche audience requests. Synthetic studies recruit from synthetic participants. When you first choose Synthetic, the format switches to chat, and four targeting attributes are added to your screener to shape the AI respondents: Age, Gender, Household Income, and Ethnicity. Remove any you don’t need. Synthetic isn’t available for studies with concept links.

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Screener questions and targeting attributes

Qualify participants before they reach the interview.

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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.

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Custom questions

Click Add Question to write your own. Each custom question has one of three types: On multiple-select questions, Must Select means a participant has to choose that option to qualify, May Select means choosing it is fine either way, and Reject screens out anyone who chooses it. Click Add “Other” to add an Other option, and tick Allow freeform so participants can type their own answer. To qualify people on a number, use a select question with options. A number range on a Text Input only limits what participants can enter. Standard attributes follow the same rules. Most are option-based; Zip Code is a text input where you list Allowed ZIP codes and Disallowed ZIP codes (comma-separated; leave the allowed list empty to accept all). Questions can be reordered by dragging, and collapsed while you work on others.

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Randomize 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.

• When enabled, participants see that question’s answer options in a fresh random order each time they open the screener. Which options qualify or disqualify is unchanged.
• 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.

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Continue

Review your selections and click Save & Continue.

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Frequently asked questions

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Next steps