Setting up your topic guide

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Key Concepts Explained

• Research Briefing: The overall context and goals
• Research Objectives: What you want to learn (usually 3-5 objectives)
• Questions: Specific questions for each objective

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Pro Tips

• Start with context: The more background you give the AI, the better its suggestions will be
• Use the prompt box: You can ask for anything - “make this question multi-select” or “add more follow-ups”
• Follow-up settings matter: This controls how much the AI will probe after each question. More follow-ups = deeper insights but longer interviews
• Context box is private: What you write here guides the AI but isn’t shown to participants

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Quick Reference

• Open-ended: Best for exploratory research
• Single select: When you want one clear answer
• Multi-select: When multiple answers are possible

• None: Just the main question
• Limited: 1-2 follow-ups
• Extensive: Deep probing for rich insights

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Complete Written Guide

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Step 1: Access the Dashboard

1. Log into your Conveo account
2. You’ll see the main dashboard with:
   • Prompt box at the top for communicating with the AI
   • Study summary at the bottom showing your drafted and completed studies

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Step 2: Start Your Topic Guide

1. Click the prompt box and describe what you want to research
2. You can provide context in two ways:
   • Upload documents (PDFs, Word docs, etc.)
   • Type directly in the text area
3. Click “Send” to start working with the AI design assistant

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Step 3: Review Research Briefing

• Study title based on your research description
• Research briefing with overall context and goals
• Review and accept/decline these suggestions as needed

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Step 4: Set Research Objectives

1. The AI will suggest research objectives for your study
2. You can:
   • Accept all suggestions
   • Accept some and decline others
   • Manually edit any objective
3. Typically aim for 3-5 clear, focused objectives

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Step 5: Create Questions

1. For each research objective, the AI will generate relevant questions
2. You can:
   • Use the prompt box to ask for specific types of questions
   • Accept/decline individual questions
   • Manually edit questions as needed

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Step 6: Configure Question Settings

• Open-ended: Participants provide free-form answers
• Single select: Multiple choice with one answer allowed
• Multi-select: Multiple choice with multiple answers allowed

• Add images, videos, or Figma designs
• Include links for UX testing
• Upload documents for reference

• None: Just ask the main question
• Limited: 1-2 follow-up questions
• Extensive: Deep probing for rich insights
• Automatic: Let the AI decide based on context

• Write background information for the AI moderator
• This guides how the AI will probe and follow up
• Note: This is private and not shown to participants

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Step 7: Fine-tune Your Guide

1. Use the prompt box to make changes:
   • “Make question 3 multi-select”
   • “Add more follow-ups to objective 2”
   • “Change the study title to be more specific”
2. The AI will propose changes that you can accept or decline

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Step 8: Configure Study Settings

1. Language Settings:
   • Set participant-facing languages
   • Choose reporting language
2. Study Presentation:
   • Add a study title participants will see
   • Write an introduction brief for participants

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Best Practices

• Have a clear research goal in mind
• Gather any relevant documents or materials
• Think about your target participants

• Start with broad context, then get specific
• Use the prompt box liberally - the AI can handle complex requests
• Don’t worry about perfection - you can always edit later

• Mix question types for variety
• Use open-ended questions for exploratory research
• Use single/multi-select for specific feedback
• Set follow-up levels based on how deep you want to go

• Test your topic guide with colleagues before launching to catch unclear questions
• Review the AI’s question suggestions critically - accept what works, modify what doesn’t
• Ensure your research objectives align with your overall business or research goals
• Check that follow-up settings match your time constraints and depth requirements