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Getting started as a researcher

The path from a research question to results, step by step.

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Written by Jyoshita

This is the path from a question to results. Your first study takes about twenty minutes to set up.
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1. Start with what you want to learn

Not the method, the question. "Why do people abandon our trial in week two" is a good starting point. The method follows from it.

Describe that to the study builder in plain language. It will ask a few clarifying questions and draft a study, including the screening questions used to find the right people.

You can also upload a brief, a research plan or an existing document and have it build from that.


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2. Pick a method

Four to choose from, and the builder will suggest one:

  • A survey for structured answers at scale.

  • An AI interview for conversational depth without scheduling anything.

  • A moderated interview when you want to talk to someone yourself.

  • An unmoderated test when you need to watch people actually use something.

See Study types: which to use when if you're unsure.
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3. Choose your audience

Describe who you need: role, industry, company size, and any experience that matters (like having recently evaluated a vendor).

  • Professional audiences: our recruitment team takes that brief and sources the people.

  • Consumer audiences: we recruit through panel partnerships.

  • Already have the people? Invite them with a link instead.

Before you launch you'll get an honest view of whether your criteria are findable, and roughly how long it will take.


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4. Review and launch

Check the screening questions, the study itself, and the incentive. You'll see the full cost: with credits and participant incentives shown separately, before anything is charged.
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5. Watch it fill

Responses arrive as people complete the study. You review them, and approving a response releases the participant's payment.

That last part matters more than it sounds: participants are waiting on you, so reviewing promptly keeps them happy and keeps them coming back.
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6. Read the results

Sessions are transcribed and summarised automatically, with themes, quotes and sentiment pulled out.
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A good first study

Keep it small. Ten to fifteen responses on a single clear question will teach you more than a sprawling study, and you'll learn how the platform behaves before committing a real budget.

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