Creating a Project with an AI-Powered Setup

Prompt-to-project — Type what you want to learn and get a full draft in seconds.

Smart screener generation — AI creates qualified/disqualified screener questions based on your research goals.

Targeting built in — Demographics, job profiles, and audience criteria are set automatically.

Edit anything, anytime — Refine AI suggestions directly in the canvas, or keep chatting to adjust.

Start from scratch — Prefer full manual control? Skip the guided setup entirely.

Want a fast starting point and are happy to refine from there

Have a clear research goal, but don't want to configure every field manually

We are setting up a common study type (interviews, surveys, usability tests)

Have very specific, non-standard project requirements

Want full manual control over every field from the start

Are replicating an existing project with exact settings

Type a natural-language description of what you're researching. Be as specific as you can; the more detail you give, the better the AI draft will be.

Good example: "I want to understand how construction professionals learn new skills on the job — specifically foremen and site managers with 5+ years of experience in commercial construction."

Audience targeting — Who exactly do you want to reach? What job titles, seniority levels, and company sizes?

Demographics — Age range, gender, location, or other criteria.

Recruitment scope — How many participants, which countries, and any specific filters?

Project Goals — A summary of your research objectives based on your conversation. This is optional.

External Details — The project title and description that participants will see when they browse available studies.

Project Type — The suggested methodology (e.g., Video call, Online task, Survey).

Audience — The target audience demographics and criteria, configured from your chat.

Screener Questions — Draft screening questions with qualifying and disqualifying answer options, generated from your research goals and targeting. You can track your progress using the Progress checklist in the top-right corner:

Edit directly in the canvas — Click into any field (project goals, external details, screener questions, targeting criteria) and edit the text, options, or settings directly.

Keep chatting to adjust — Use the prompt input at the bottom of the screen to give the AI follow-up instructions. For example: "Make the screener shorter," or "Add a question about years of experience," or "Change the target audience to include senior managers only." The AI will update the draft based on your instructions.

Specific things you can edit:

Be specific in your prompt. Include the role, industry, experience level, and what you're trying to learn. The AI uses your prompt to generate everything. More context means a better first draft.

Iterate with follow-up prompts. You don't have to get it right in one shot. Keep chatting with the AI to refine the draft, ask it to adjust targeting, add screener questions, or change the project type.

Edit directly when it's faster. For small tweaks (fixing a typo, removing one answer option), just click into the canvas and edit. For bigger changes (rethinking the audience), chatting is faster.

Edit aggressively. The AI gives you a starting point, not a finished product. Always review screener questions for accuracy and relevance to your specific study.

Preview the screener. What makes sense to you as a researcher might read differently to a participant. Use Preview to check clarity and flow.

The AI generated something irrelevant or off-topic. Try being more specific in your follow-up messages — correct the AI by telling it exactly what's wrong and what you want instead. For example: "No, I want to focus on commercial construction, not residential." If the results are still off after a few rounds, you can choose Start from scratch and build manually

The screener questions don't match what I need. Screener questions are a starting point. Edit the question text, adjust the qualifying/disqualifying answers, delete questions that don't apply, and add your own. You have full control.

The AI didn't populate all sections. The AI builds your project through a conversation. Some sections (like Audience or Screener Questions) won't populate until you've answered the AI's follow-up questions. Keep chatting to move through the steps, or fill in the remaining sections manually in the canvas.

I want to start over completely. Choose Start from scratch to skip the AI-guided setup and build your project manually from an empty canvas. [[Confirm: Where does this option appear — in the canvas, or during project creation?]]

The AI is slow or not responding. This can happen during high-traffic periods. Wait a moment and try again. If the issue persists, you can always fill in the fields manually and skip the AI step.

Can I switch between an AI-powered setup and a manual setup mid-project? Yes. You can edit any field directly in the canvas at any time, and you can choose "Start from scratch" to skip the AI entirely. The AI and manual editing work together to use whichever approach fits the moment.