For the complete documentation index, see llms.txt. This page is also available as Markdown.

AI moderated study pre-launch checklist

Before you launch your AI moderated study, take a minute to make sure everything is in order. This leads to a smoother experience for participants and easier analysis for you.

Note: Some items are required to launch. To view any unmet requirements, click the Launch button in the top-right corner. If the button is green, you've met them all.

Study settings

  • A clear, engaging title and description.

  • An accurate participant limit and incentive.

  • Any applicable custom informed consent enabled.

  • The right conversation style for your research.

Research setup (AI moderator tab)

  • Clear, distinct research objectives.

  • Any guardrails or background added to moderator context.

  • A custom introduction, if you want to set expectations up front.

  • Follow-ups enabled with follow-up guidance provided on individual questions as desired.

Screener questions (auto-recruit only)

  • Specific (but not too exclusive) targeting attributes.

  • Multiple choice questions with knockout logic.

When you're ready to launch your study, see Launch an AI moderated study for more information.