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

​
Add a note

Open Notes in the Study Builder, or the Brief 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.

​
What to put in a note

Use notes for anything the agent should follow that doesn’t belong in a goal:
  • 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 vs. goals

  • Goals define the topics the agent covers, the things you want to learn.
  • Notes define how the agent conducts the interview, the rules and context it respects.
Goals shape the conversation’s scope; notes shape its conduct. When the two could conflict, the agent follows your notes.
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 goals.

​
What’s next

Create a study

Set up goals, agent, and notes in the builder.

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.