Upload briefing documents once and the setup assistant remembers them

Every study starts with context: the brief with its objective, the deck with the segments, sometimes last year's findings. Without a place to keep that context, a new conversation with the study setup assistant meant attaching the brief again and explaining the background one more time. Now you upload briefing documents to a study once, and the setup assistant remembers them across every conversation.

A silent walkthrough, from the first upload to a new conversation that already knows the brief.

How it works

• Upload once. Open the study's Documents tab and add your research brief and any background decks.

• Draft from your documents. Ask the study setup assistant for a topic guide, a new section or a participant welcome, and it works from what you added.

• Come back any day. Start a new conversation and the documents are already there. Nothing to attach, nothing to explain again.

• Review and decide. The assistant drafts. You choose what goes into the study.

Every new conversation starts with your context

Setup rarely happens in one sitting. You draft the guide on Monday, add a section after a stakeholder call on Thursday and write the welcome on Friday. With the brief and the deck stored on the study, each of those conversations starts from the same objective and the same segments.

Research teams asked for it in four situations

These come from teams we work with in consumer goods, food and drink, travel and hospitality, fashion, animal health and life sciences. We kept them anonymous.

• Start from the brief you already wrote. Bring the internal brief with its background and objective instead of retyping it.

• Build on earlier research. Add past reports on the same category when a new study picks up the topic again.

• Work from your own segments. Give the assistant the segmentation or personas your team already uses.

• Draft the guide from the objectives. Let the first draft of the topic guide follow the brief, then shape it yourself.

What this means for your research

Your context goes in once and stays with the study, from the first draft to the last edit. The assistant drafts from the documents you upload, so check each draft against your objectives before the study goes live. The answers still come from participants in their video conversations.

Study briefing documents in about three minutes

A narrated walkthrough of the Documents tab, three setup conversations across a week and the four situations.

Read the topic guide setup guide to set up your next study.