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Tell Convo what you want to learn and it builds everything for you — discussion guide, screener, and settings.

How the AI Study Builder works

1

Describe your research

Tell Convo what you want to learn in plain language. You can also upload an existing discussion guide (PDF or text) and Convo converts it automatically.
2

Review the discussion guide

Convo generates topics, questions, and follow-up probes. Edit anything that doesn’t feel right.
3

Set up your screener

Convo suggests screener questions based on your goals. Add, remove, or tweak them.
4

Configure settings

Pick session duration (anywhere from 30 to 90 minutes), group size, and customize the welcome screen.
5

Launch

Review everything and activate. You’re ready to recruit.

Tips

  • Start with the AI builder. You can always edit the generated guide afterward. It’s faster than building from scratch.
  • Be specific about what you want to learn. “How do people feel about our onboarding?” gives better results than “tell me about users.”
  • Don’t over-scope. One clear research question per study. If you have three, run three studies.

Study lifecycle

Once you launch, your study moves through four stages:
StatusWhat it means
DraftStill being designed. Edit anything.
ActiveLive. Participants can join, sessions can run.
CompletedSessions are done. Results available.
ArchivedStored for reference, no longer active.
Once a study is Active, the screener can’t be changed. Finalize it before launching.