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Key Topics Covered

Custom Welcome Page Branding - Discover how to upload your company logo or custom images to personalize the participant welcome experience and reinforce your brand identity. Interview Configuration Options - Allow to AI to read question aloud and change its tone Security & Acces Settings - Control interview access and participation rules, including device restrictions and multiple completion settings

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Pro Tips

Choose Your AI Tone Strategically - Match your AI interviewer’s tone to your target audience. Formal works well for B2B research, while friendly tones often get better engagement from consumer participants. Screen Sharing Considerations - Only enable screen sharing if you actually need visual analysis. It can make participants nervous and reduce participation rates, but provides valuable behavioral insights when needed. Device Lock-in Trade-offs - While device lock-in prevents fraud, it can frustrate participants with technical issues. Consider your research goals - high-security studies benefit from this, while exploratory research might not need it.

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Quick Reference

Essential Settings:
  • Welcome image: Upload logo or branding image
  • Voice reading: On/Off toggle for AI reading questions aloud
  • Camera recording: On/Off toggle for visual recording
  • Screen sharing: Optional participant screen capture
  • Device lock-in: Restrict to single device per interview
  • AI tone: Formal, Friendly, Humorous, or Neutral
Default Settings:
  • Camera recording: Required
  • Request screen sharing: OFF
  • Text-to-speech (voice reading): ON
  • AI tone: Neutral
  • Allow multiple completions: OFF
  • Lock interview to original device: OFF
  • Pause after question (diary studies only): No pause

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Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

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Step 1: Access Detailed Settings

Navigate to your topic guide and click on the “Detailed Settings” section. This opens a configuration panel with multiple customization options for your interview experience.

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Step 2: Add Welcome Page Branding

Upload an image for the participant welcome page. This could be:
  • Your company logo
  • A study-specific graphic
  • Your organization’s branding
  • Any visual that helps participants feel comfortable and professional
Best Practice: Use high-quality images (recommended size: 200x200px minimum) and ensure they represent your brand appropriately.

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Step 3: Configure Interview Behavior Settings

Set up the four key interview configuration options: Voice Reading (Default: ON)
  • When ON: AI reads questions aloud to participants
  • When OFF: Questions appear as text only
  • Consider: Some participants prefer reading, others prefer listening
Video Recording (Default: ON)
  • When ON: Records both audio and video
  • When OFF: Records audio only
  • Impact: Video enables emotional and visual analysis features
Screen Sharing (Default: OFF)
  • When ON: Participants share their screen during interviews
  • When OFF: No screen sharing required
  • Use Case: Behavioral research, usability testing, or visual task analysis
Device Lock-in (Default: OFF)
  • When ON: Participants must use the same device throughout
  • When OFF: Participants can switch devices if needed
  • Security: Prevents fraud but may frustrate participants with technical issues

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Step 4: Select AI Interviewer Tone

Choose from four tone options:
  • Formal: Professional, business-like communication
  • Friendly: Warm, approachable, conversational
  • Humorous: Light-hearted, includes appropriate jokes
  • Neutral: Balanced, neither too formal nor too casual
Selection Strategy: Match your tone to your target audience and research objectives.

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Step 5: Schedule Pauses in Diary Studies

Pause scheduling is only available on studies with Allow multiple completions turned on. This is the setting used for diary studies, where each participant completes the interview across multiple sessions.
Diary studies often need participants to stop mid-interview, complete a real-world task, then return later. You can schedule a timed pause after any question so participants know exactly when to come back. How to add a pause:
  1. Open a question in your topic guide.
  2. Click the No pause after pill in the question’s settings row — it sits alongside the probing and routing controls.
  3. A modal opens showing the question. Fill in:
    • Pause statement (required) — guidance the AI uses when announcing the break. For example: “Please go and run your laundry now, then return to continue.” The AI uses this as context; it is not read out verbatim.
    • Duration — choose a preset (1 min, 5 min, 10 min, 15 min, 30 min, 1 hr) or enter a custom number of minutes.
    • Lock resume until timer expires — off by default. When on, the participant cannot continue until the full duration has elapsed, and direct URL navigation is also blocked.
  4. Click Add pause. The pill updates to show the duration, e.g. ● 30m pause after.
To edit or remove a pause, click the duration pill to reopen the modal. Change any setting and save, or click Remove pause. What participants experience: After answering a question that has a pause, the AI interviewer announces the break using the statement as guidance. The participant is then shown a pause screen with their return time.
  • Without enforcement (default): The return time is shown and the Resume Interview button is active — participants can come back early if they choose.
  • With enforcement: The button shows Come back at [time] and stays disabled until the timer elapses. Attempting to navigate directly to the interview URL also redirects back to the pause screen.
Notes:
  • Only one pause per question.
  • Pauses are preserved when a diary study is duplicated.

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Best Practices

Before You Start:
  • Review your legal requirements for participant consent
  • Prepare your privacy policy and terms of service
  • Design or source appropriate branding images
  • Consider your target audience’s preferences and comfort level
While Working:
  • Test each setting with a small group before full deployment
  • Monitor participant feedback about the interview experience
  • Adjust tone and settings based on early results
  • Keep detailed notes of your configuration choices
Quality Control:
  • Test all settings with a practice interview before launching your study
  • Review your terms and conditions for clarity and legal compliance
  • Verify that your chosen settings align with your research goals and participant expectations
  • Consider the trade-offs between security/data quality and participant experience
Anything missing? Let us know at support@conveo.ai and we’ll help you out!