Key Concepts Explained
AI Design Assistant: Think of this as your research partner. It helps you build your study by suggesting questions, objectives, and improvements based on your research goals. You’re always in control - you can accept, decline, or modify any suggestions. Topic Guide Structure: Your guide has three main parts:- Research Briefing: The overall context and goals
- Research Objectives: What you want to learn (usually 3-5 objectives)
- Questions: Specific questions for each objective
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
Quick Reference
Question Types:- 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
Complete Written Guide
If you prefer to read or want a reference, here’s the complete step-by-step process:Step 1: Access the Dashboard
- Log into your Conveo account
- 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
Step 2: Start Your Topic Guide
- Click the prompt box and describe what you want to research
- You can provide context in two ways:
- Upload documents (PDFs, Word docs, etc.)
- Type directly in the text area
- Click “Send” to start working with the AI design assistant
Step 3: Review Research Briefing
The AI will automatically generate:- Study title based on your research description
- Research briefing with overall context and goals
- Review and accept/decline these suggestions as needed
Step 4: Set Research Objectives
- The AI will suggest research objectives for your study
- You can:
- Accept all suggestions
- Accept some and decline others
- Manually edit any objective
- Typically aim for 3-5 clear, focused objectives
Step 5: Create Questions
- For each research objective, the AI will generate relevant questions
- You can:
- Use the prompt box to ask for specific types of questions
- Accept/decline individual questions
- Manually edit questions as needed
Step 6: Configure Question Settings
For each question, you can set: Question Type:- 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
Step 7: Fine-tune Your Guide
- 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”
- The AI will propose changes that you can accept or decline
Step 8: Configure Study Settings
- Language Settings:
- Set participant-facing languages
- Choose reporting language
- Study Presentation:
- Add a study title participants will see
- Write an introduction brief for participants
Best Practices
Before You Start:- 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
Anything missing? Let us know at [email protected] and we’ll help you out!