Define objectives and context in an AI moderated study

To give the AI moderator of your study guidance, you'll start by defining your overall research objectives and providing any context that might be useful. You'll find both of these settings on the AI moderator tab of your study under the Questions view:

Research objectives

In the Research objectives field, clearly state what you hope to achieve in your study. Maybe you want to evaluate the intuitiveness of a new user interface, or assess how participants perceive your company's rebrand. Whatever your goal, follow these guidelines:

• Write 3–5 clear objectives, and keep each to one sentence.

• Focus on what you want participants to share, reflect on, or demonstrate.

• Keep objectives specific and distinct. Avoid combining multiple goals into one.

The AI moderator uses these objectives when asking questions, crafting follow-ups, and probing for more information. They're also used during analysis (for AI summaries, themes, and more), so define them with both fielding and analysis in mind.

Moderator context (optional)

Use the optional Moderator context field to give the AI moderator guardrails to keep in mind during sessions. Maybe your company uses specific terminology, or there are things you don't want the AI moderator to mention. You can also include past research findings here so the moderator knows what you already know and what you still want to find out.

For help adding your questions next, see Add questions to an AI moderated study.