Skip to main content
This walks you through the full Convo workflow. By the end, you’ll have a completed study with insights and video clips.
1

Create your study

Log in to Convo and click New Study. Two options:
  • AI Study Builder — describe your research goals and Convo generates a discussion guide, screener, and settings.
  • Manual editor — build everything yourself with the form-based editor.
Either way, you end up with a discussion guide (topics the AI moderator will cover), a screener (to filter participants), and interview settings (duration, group size, etc.).
The AI Study Builder is the fastest way to start. You can always edit the generated guide afterward.
More on creating a study
2

Recruit participants

Two paths:
  • Our panels — general population participants are available directly in Convo. For professional or B2B recruitment, contact our team.
  • Bring your own — share a direct link with your participant list. They’ll go through the screener and video check on their own.
Once participants qualify, they’re scheduled into sessions automatically.More on recruiting
3

Sessions run on their own

the AI moderator welcomes participants, walks them through your discussion topics, and wraps up. You don’t need to be there.Sessions are recorded and transcribed in real time. The Director Agent monitors quality behind the scenes and adjusts the flow if needed.More on sessions
4

Analyze results

After sessions finish, hit Run Analysis from your study dashboard. Convo processes the transcripts, finds patterns, and generates your results. Usually takes a few minutes.More on results
5

Explore your findings

Your results include:
  • Summary — findings, decisions, agreements, and debates across all sessions
  • Deep Dive — moment-by-moment breakdown of how each topic played out
  • Themes — patterns with supporting quotes
  • Clips — video highlights you can share with stakeholders
  • Explore — chat interface to ask questions about your data
Start with your results or jump into Explore

​
What’s next

Creating a study

The AI Study Builder walkthrough.

Your results

What Convo gives you after sessions.