Editing & Deleting Studies

After launching a study, you can view its configuration, make edits, or delete it if needed. This guide covers study management actions available from the dashboard.

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Accessing Study Management

From your Study Dashboard:

1. Click the Actions button in the top-right corner of the header
2. Select from the available options:
   • View Study
   • Edit Study
   • Delete Study

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View Study

View the complete configuration of your study without making changes.

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What You’ll See

The View Study screen displays:

• Study Type: The research template you selected
• Study Name: The name you assigned
• Research Plan: Full objectives, questions, and conversation flow
• Interviewer Settings: Voice and mode configuration

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When to Use

• Stakeholder reviews: Share the study design with team members
• Quality checks: Verify the configuration before heavy recruitment
• Documentation: Reference the original research plan during analysis

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Edit Study

Modify your study’s configuration by returning to the setup flow.

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How to Edit

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What You Can Edit

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Important Considerations

Why avoid mid-study edits:

• Comparability: Changing questions mid-study means earlier and later responses aren’t directly comparable
• Analysis integrity: Reports assume consistent methodology across all interviews
• Pattern validity: Emerging patterns may be artifacts of methodology changes, not real trends

If you must edit after launch:

1. Note the date/time of changes
2. Consider segmenting analysis (before vs. after changes)
3. Be transparent in reporting about methodology changes

When it’s safe to edit:

• Before any real participants have completed interviews (test interviews don’t count)
• When fixing clear errors that would invalidate responses anyway
• When you’re essentially starting fresh with new participants

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Alternative to Editing

If significant changes are needed after collecting responses, consider:

1. Complete the current study with existing methodology
2. Create a new study with the updated design
3. Compare results across both studies if relevant

This preserves the integrity of both data sets.

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Delete Study

Permanently remove a study and all associated data.

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How to Delete

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What Gets Deleted

Deleting a study permanently removes:

• ❌ Study configuration and research plan
• ❌ All participant invitations
• ❌ All completed interviews and transcripts
• ❌ All generated reports
• ❌ All associated audio recordings

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Before Deleting

Ensure you have:

• Exported any needed transcripts or reports
• Saved any quotes or insights you want to keep
• Confirmed with stakeholders that the data is no longer needed

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When to Delete

Appropriate reasons to delete a study:

• Test or practice study that’s no longer needed
• Duplicate study created by accident
• Study with flawed methodology that produced unusable data
• Data retention compliance requirements

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Alternatives to Deletion

If you want to stop a study but keep the data:

• Stop invitations: Delete pending invites to prevent new responses
• Archive (if available): Move to archived status rather than deleting
• Export first: Download all data before deleting

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Study Lifecycle Best Practices

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Pre-Launch

1. Test thoroughly: Use the Test Conversation feature before inviting real participants
2. Review with stakeholders: Share the study configuration for feedback
3. Start small: Invite a few participants first to validate the experience

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Active Collection

1. Monitor regularly: Check the dashboard for new responses
2. Review early calls: Listen to the first few interviews to catch issues
3. Avoid edits: Resist the urge to tweak mid-study

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Post-Collection

1. Review all responses: Go through calls and transcripts systematically
2. Generate reports: Create analysis once collection is complete
3. Export data: Archive transcripts and reports for future reference
4. Document learnings: Note what worked well for future studies

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Frequently Asked Questions