Write your notes
On a draft, notes are in the Research notes section of the study page in the Study Builder, and changes save automatically. On an ended study, notes are read-only. Notes support basic formatting: bullet lists (- ), bold, and italic.
You can also give context in the builder chat. When you mention an A/B test, a product version, or who you want to hear from, the builder saves it in the notes.
For the checkout study, notes might read:
We redesigned the payment step on June 2. Shoppers on the mobile app still see the old version.
- Call it “checkout”, not “cart” or “basket”.
- Don’t ask about delivery times; another team covers them.
- If a participant mentions an error message, ask what it said.
What to put in notes
Notes can cover background, the audience, terminology, constraints, how to react to a situation, and which A/B variants participants may have seen. Describe who you’re interviewing in your objective or in the builder chat, and the builder records it in the guide or in your research notes. Notes apply to the whole interview. To steer how the agent digs into one guide item, use that item’s follow-up instructions. Keep reward details out of notes: set them in the study’s Reward section instead (see Offer a reward). Details about each participant, such as their plan or country, go in the study link. They are saved with the interview for filtering; the agent does not see them. See Pass participant data in the link.Change notes on a live study
To correct how the agent behaves mid-study, for example to stop it from asking about a topic, edit the notes in Settings > Brief, in the Research notes section, and click Save and publish. See Launch a study.Related
Customize your agent
Set the agent’s name, avatar, tone, and reveal policy.
Interviews
How the agent runs each interview.