Describe who you need and get your screener and quotas set up

You know who you want to talk to: 40 US grocery shoppers, ages 25 to 55, half who shop in the store and half who order delivery. Turning that into a working setup used to take several steps: panel targeting, screener questions, quota groups, and a check that the segment targets add up to the response limit. Now you can describe the sample in a sentence and let the Recruit assistant set it up.

A silent walkthrough, from one sentence to a configured Recruit page.

How it works

• Describe who you need. Open your study's Recruit page and type the brief into the assistant in plain words, for example "I need 40 US participants, 50/50 gender split, ages 25 to 45".

• Panel targeting. The assistant picks an integrated panel that covers your market and sets the targeting.

• Screener questions. It adds screener questions written to Conveo's screener guidelines.

• Quotas and the response limit. It creates the quota groups with segment targets that add up, and sets the study's response limit to match.

• Change it in the chat. When the brief changes, say so and the assistant updates the setup. Each change shows up on the Recruit page as it happens, and you can still edit anything by hand.

The quota math is done for you

Quotas are where setups tend to go wrong, with segments that add up to more people than the study allows. The assistant works out the targets from your brief and keeps them in line with the response limit.

Research teams asked for it in five situations

These come from teams in consumer goods, home goods, media, travel, consulting, financial information, beauty and streaming. We kept them anonymous.

• Starting from an existing screener. Teams wanted to bring the screener they already had instead of rebuilding it.

• Splits that add up. Researchers wanted gender, age and country splits set correctly without doing the arithmetic.

• The audience in plain words. Teams wanted to describe who they were after and get the screener questions from that.

• Mixed-language samples. Teams recruiting English and Spanish speakers wanted help setting up the market and language questions.

• Which panel covers which market. Researchers wanted to know where a panel could recruit before committing to a market.

What this means for your research

You spend setup time on who you want to hear from. The assistant proposes and applies the setup; you review it before launch. Feasibility in a given market is still confirmed project by project. The topic guide is a separate step: the study assistant drafts what you ask, and the Recruit assistant sets up who you ask.

The Recruit assistant in about three minutes

A narrated walkthrough: the brief, the setup it builds, a change to the brief, and the five situations.

Read the recruiting participants guide for panels, screeners and quotas.