Prerequisites
Before you begin, have ready:- A clear research question — what are you trying to learn?
- Context about your company and situation
- A list of people to invite, or a plan to use our research panel
Step 1: Create Study
Choose one of three study types: In-depth Interview, Concept Test, or Prototype Test. In-depth Interview is selected by default. Click Save & Continue.Not sure which? Start with In-depth Interview and tell Charles what you want to learn. You can change it later.
Step 2: Customize Plan
Chat with Charles about your company, what you’re trying to learn, and any hypotheses you have. Your research plan builds in the panel on the right as you talk. Example input:“We’re Nike Store and our satisfaction scores have dropped over the past few months. We want to understand why customers are less happy and what’s driving the decline.”This step usually takes 5–10 minutes. The more context you give Charles, the more useful the plan.
Step 3: Review Goals
- Give your study a descriptive name
- Review the generated research plan
- Edit any questions or flow directly
- Click Save & Continue
Step 4: Setup Interview
Five things to configure:- Moderator voice — preview the options and pick one
- Interview format — Chat, Voice, or Video. You choose this; participants can’t change it
- Interview language — 30 languages, or auto-detect and let the participant pick
- Recruiting method — bring your own participants, or use our panel. This determines your invite options later
- Screener questions — qualify participants before they reach the interview
Step 5: Test Conversation
Recommended. Optional, but a test run catches problems before real participants hit them.
- Click Start Test Conversation
- Experience the interview the way a participant will
- Leave feedback when you’re done
Step 6: Ready to Launch
Review your complete study configuration — study type, moderator, format, and the full research plan — then click Save and Launch. Your study is live. Launching doesn’t invite anyone yet.Step 7: Invite Participants
You’re taken to your study dashboard. Open the Invite Participants menu — what you see depends on the recruiting method you chose in Step 4.
See Recruiting Participants for how to choose and what each method costs.
What’s Next?
- Creating a Study — detail on each setup step
- Study Types — what each of the three actually does
- Recruiting Participants — every way to reach participants
- Reviewing Your Results — transcripts, reports, and the Intelligence Hub