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Notes are instructions your agent follows as ground truth during the interview. Where your interview guide tells the agent what to learn, notes tell it how to behave: the constraints, context, and terminology to respect every time.

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Add a note

Open Research notes in the Study Builder, or the Research notes tab in study settings, and add a short instruction. You can add or edit notes at any time, including after a study is live, to adjust how the agent behaves mid-study.

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What to put in a note

Use notes for anything the agent should follow that doesn’t belong in your interview guide:
  • Constraints: “Don’t ask about pricing.” “Never promise a refund.”
  • Terminology: “Call it the Inbox, not the Feed.”
  • Background context: “We shipped checkout v2 last week; some customers are still on v1.”
  • Behavioral instructions: “If they mention a bug, ask for the steps to reproduce it.”
  • A/B variants: “Variant B customers see the new onboarding. Ask about that flow.”
Notes apply to the whole interview. To steer how your agent digs into one specific item, use that item’s Follow-ups instructions instead.
Notes are the fastest way to correct agent behavior. If interviews aren’t going the way you want, add a note instead of reworking your guide.

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What’s next

Write your interview guide

Set the questions and topics your agent covers.

Persona attributes

Give the agent context about who it’s interviewing.

Customize outreach

Write the first message participants see.

Review interviews

Check how your changes land in real interviews.