> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userintuition.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> Launch your first customer research study in about 15 minutes. This guide walks you through the essential steps to go from zero to collecting insights.

# Quickstart Guide

This guide gets you from zero to collecting customer insights in about 15 minutes. For detailed documentation on each step, see the [Creating a Study](/creating-a-study/overview) section.

***

## 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

1. From the dashboard, click **Create Study** or navigate to the Setup section
2. Choose from six study types: Win/Loss Analysis, Churn Analysis, NPS/CSAT, Customer Onboarding, Brand Health, or Custom Design
3. 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

1. Select **Talk to Charles** (voice) or **Chat Instead** (text)
2. Tell Charles about your company, what you're trying to learn, and any hypotheses you have
3. Watch as your research plan appears in the right panel, customized to your needs

**Example input:**

> "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, American) or Clara (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:

1. Click the **Actions** dropdown in the Invites tab
2. 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](/creating-a-study/overview) — Detailed guide for each setup step
* [Inviting Participants](/recruiting/overview) — All the ways to recruit participants
* [Understanding Reports](/managing-your-study/reports) — How to generate and interpret insights
* [Key Concepts](/getting-started/key-concepts) — Understand the platform fundamentals