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 customers to invite (or plan to use our research panel)
Step 1: Choose Your Study Type
- From the dashboard, click Create Study or navigate to the Setup section
- Choose from six study types: Win/Loss Analysis, Churn Analysis, NPS/CSAT, Customer Onboarding, Brand Health, or Custom Design
- Click Save & Continue to proceed
Tip: Not sure which to pick? Choose Custom Design and describe your needs to Charles.
Step 2: Customize Your Plan
- Select Talk to Charles (voice) or Chat Instead (text)
- Tell Charles about your company, what you’re trying to learn, and any hypotheses you have
- Watch as your research plan appears in the right panel, customized to your needs
“We’re Nike Store and our NPS scores have dropped significantly over the past few months. We want to understand why our customers are less satisfied and what’s driving the decline.”
Step 3: Review Your Study
- Give your study a descriptive name
- Review the generated research plan
- Make any direct edits to questions or flow
- Click Save & Continue
Step 4: Set Up Your Interviewer
- Choose a voice: Elliot (male, Canadian) or Paige (female, American)
- Select a mode: Chat, Audio, or Video
- Click the play button to preview each voice
- Click Save & Continue
Step 5: Test Your Conversation
Recommended: We strongly recommend testing before launch. This step is optional but helps you catch issues before real participants experience them.
- Click Start Test Conversation
- Experience the interview as a participant would
- Provide feedback when finished
- Test conversations don’t count against your usage limits
Step 6: Launch Your Study
- Review your complete study configuration
- Click Save and Launch 🚀
- Your study is now live!
Step 7: Invite Participants
From your study dashboard:- Click the Actions dropdown in the Invites tab
- Choose your invitation method:
- Add Invites — Email your own customers
- Copy Study Link — Share a link anywhere
- Create Panel — Recruit from 4M+ participants
- Copy Widget Code — Embed in your app
What’s Next?
- Creating a Study — Detailed guide for each setup step
- Inviting Participants — All the ways to recruit participants
- Understanding Reports — How to generate and interpret insights
- Key Concepts — Understand the platform fundamentals