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For Researchers: Features explained
For Researchers: Features explained

Learn about features for researchers on how to use the platform.

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Written by Sharekh
Updated over a month ago

CleverX platform overview and features

CleverX is a completely new way to deliver the highest quality of human insights for research. The entire platform is powered by AI — so customers can get fast access and can recruit the most relevant business participants for research needs.

CleverX overview and research methods


Steps to conducting research

Find and recruit research participants

Find hard-to-reach business participants with transparent and true professional identities at the participant level.

Target using 300+ powerful filters across industries, geography, role, seniority and company data. Here's a way to browse research participants


AI Powered screeners

Use the powerful AI to build screeners in seconds based on your study details. It will help you further qualify and get the best-fit participants.

This AI screener builder comes with skip-logic, automated qualification, multiple question types, drag & drop and easy customizations to save hours of work.


CleverX screeners


1:1 and 1:many messaging for free

CleverX allows all it's users to message each other for free. As a researcher you can simply send 1:1 or bulk messages like 1:many to participants.

The messaging feature comes with the ability to share documents such as NDA’s, share study files, and also confirm screener answers or ask questions before or after any study.

Messaging on CleverX

Conduct research

CleverX is a tool agnostic platform, which means no matter where you are hosting your study, you can connect it to CleverX platform and invite participants in to any environment.

Conduct research without limiting yourself ranging from Surveys, Usability tests to Interviews. All you have to do is connect your audience to live study link from tools like Qualtrics, Forsta, Typeform, Zoom, Microsoft teams, Maze, Loop11 etc.

These powerful workflows support both moderated & unmoderated research methods.

Research tool integrations on CleverX

Incentivize participants

You can use the CleverX platform to incentivize participants completely hassle free.

The platform supports 200+ countries via Bank transfers, Stripe, PayPal and 2000+ gift card options. You can also track your rewards and spend easily from your dashboard.

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