Skip to main content
Duplicating a study creates a copy of all settings while starting fresh with conversations. Use this to run similar studies without rebuilding from scratch.

​
When to duplicate

Duplicate a study when you want to:
  • Re-run a study: Repeat it after product changes
  • Test variations: A/B test different outreach messages or goals
  • Target new segments: Same questions, different audience
  • Create templates: Build a base configuration for recurring studies

​
What gets copied

When you duplicate a study, the new copy includes:
CopiedNot copied
Study name (with date suffix)Conversations
Study goalsQ&A analysis
Target personaMetrics
Agent configurationStudy status (resets to Draft)
Outreach messages (all languages)Test/live aliases
The duplicate starts as a Draft with zero conversations. Launch it to begin collecting data.

​
How to duplicate

​
From the study table

1

Select studies

In the study list, check the box next to one or more studies you want to duplicate.
2

Click Duplicate

Click the Duplicate button in the toolbar that appears.
3

Confirm

Review the confirmation dialog and click Duplicate to proceed.

​
Naming convention

Duplicates are automatically named with the original name plus the current date: 
Original: "Checkout Flow Feedback"
Duplicate: "Checkout Flow Feedback - Dec 18"
Naming duplicates to reflect their purpose helps keep things organized when testing variations.

​
After duplicating

Before launching your duplicate:

​
Review and adjust

  1. Goals: Modify if testing different questions
  2. Persona: Update if targeting a different segment
  3. Agent: Adjust tone or name if needed
  4. Outreach: Revise messaging for the new context

​
Test first

Always use test mode to verify the duplicate behaves as expected before going live.

​
Bulk duplicating

You can duplicate multiple studies at once:
  1. Select multiple studies in the study table
  2. Click Duplicate
  3. All selected studies are duplicated as separate drafts
Bulk duplicates are created in the background. The study list refreshes automatically when they’re ready.

​
Use cases

​
Recurring studies

Duplicate your quarterly feedback study each cycle. Keep settings consistent to track changes over time.

​
A/B testing outreach

  1. Create your study with outreach version A
  2. Duplicate it
  3. Change only the outreach message in the duplicate
  4. Run both simultaneously and compare engagement

​
Segment comparison

  1. Create a study with broad goals
  2. Duplicate it multiple times
  3. Adjust persona in each duplicate (e.g., free users vs. paid users)
  4. Compare insights across segments

​
Next steps

Create a study

Build a study from scratch.

Test vs. live mode

Verify your duplicate before launching.