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Creating an AI Interviewer study with the Build tab

Learn how to build a study from start to finish.

Build Section Help Guide

The Build section provides a clear, organized, and user-friendly way to create and manage your AI Interviewer study from start to finish.

Sections under Build

Each section is designed to represent a part of the study. The left panel includes the following:

  1. Welcome

    • Customize a greeting for participants to introduce them to your study.

    • Toggle on/off
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  2. Participant Agreement

    • Add any necessary agreements participants need to consent to before proceeding.

    • Toggle on/off
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  3. Screening Questions

    • Add screening questions to ensure the right audience completes your study.

    • Choose from a single-choice or multi-choice question type.

    • Edit your rejection message or choose to add a redirect URL.

  4. AI moderated interview
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    Create a discussion guide with:
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    • Sections

    • Section goals (optional)

    • Questions

      • Set probe depth - None, light follow-up, or richer follow-up - for each question

    You'll see an time estimate per section. This estimated time will show to participants. They'll also be able to see the number of sections.
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  5. Thank You Screen

    • Show a closing message to thank participants for their time and effort.

    • You can also choose to add a redirect URL here.
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  6. Closed Screen

    • Customize a message to inform participants if the study is no longer accepting responses.

    • You can also choose to add a redirect URL here.
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  7. Review and publish

    • You can choose to publish immediately to generate a shareable link or publish at a later time.

    • Once published, you can share the study link to invite participants on your own.

    • For Optimal Recruitment's specialized service, you can either submit a request before or after your study goes live. Our recruitment team will begin sourcing participants as soon as your study goes live.

    • You can also preview your study before publishing.

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