- The study must be a draft. On a live study, you can read the guide under Settings > Brief and steer the agent with research notes.
Choose questions or topics
When you create a study, the builder asks “How do you want to build your Interview guide?” and drafts the guide in the style you pick. Each item is one of two types:- Question: asked as written, so every participant hears the same wording and you can compare answers across interviews.
- Topic: the agent writes its own questions about the area, which leaves room for answers you didn’t expect.
Edit the guide
- Edit an item: click its text. Changes save automatically.
- Add an item: click Add question, then switch the new item to a topic or a choice question with the type select if you need one.
- Edit from the chat: ask the builder, for example “Merge Q4 and Q5 into one question”. Questions you paste into the chat are kept word for word as Question items.
Set up a choice question
Use a choice question when you want to count the answers, such as which payment method a shopper tried. To add one, set an item’s select to Choice, or ask in the chat:Add a single-choice question on which payment method they tried firstThen shape the answer on the item:
- Single choice or Multiple choice: Single choice when exactly one option applies to each participant, Multiple choice when several can.
- Options: between 2 and 20, each with its own label. Participants see them in the order you set and can answer only from your list, so on Single choice cover every likely answer, adding an option such as “None of these” where it applies.
- Question text: write the question alone. Participants see the options under it.
Steer the follow-ups Optional
Study depth sets how many follow-ups the agent asks on every item. To change that for one item, click Follow-ups on the item:-
Follow-up instructions: where the agent should dig on this item, for example:
If they hesitate at the payment step, ask whether it is the price, the payment methods, or trust.
Instructions apply to this item only. - Follow-up depth: how many follow-ups this item gets, whatever the study depth. The default, Study default, follows the study depth. With No follow-ups, the agent acknowledges the answer and moves on.
Show images, a video, or a Figma prototype to participants Optional
Attach images, a video, or a Figma prototype to an item to get reactions to screens, mockups, ads, packaging, or a product demo. The agent shows them to participants when it asks the question or explores the topic, and participants play a video in the interview.- On the item, click Concept testing.
- Click Upload and pick either up to 4 images (PNG, JPEG, or WebP, up to 20 MB each) or one video (MP4, MOV, or WebM, up to 100 MB). Each item holds up to four images, one video, or one prototype. To use an attachment already in the study, click it under Reuse from this study.
Attach a Figma prototype
- Open the prototype in Figma’s presentation view. Choose Share prototype, enable Anyone with the link can view, and copy the link.
- On an empty guide item, open Concept testing and click Prototype.
- Paste the link and click Preview. Check it in a signed-out browser too: your Figma session may give you access that participants don’t have.
- Click Attach prototype. To reuse one, select it under Reuse from this study, preview it, and attach it.
Related
Interview guide
How questions, choice questions, topics, and study depth shape each interview.
Launch a study
Preview your questions, then go live.