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Key Concepts Explained

AI Study 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. AI Check Quality Assistant: Think of this as your quality reviewer. It helps you assess your study by checking for consistency, clarity, and opportunities for improvement across objectives, questions, and overall design. You stay in control—you can review, accept, or adjust any suggestions it provides. 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

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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
  • Leverage the Quality Control AI to get smart recommendations to improve your research objectives and questions—and easily update them by accepting the suggested changes

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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
Follow-up Levels:
  • Automatic probing: Automatic probing lets the AI moderator naturally decide when and how to ask follow-up questions, adapting to each participant’s responses while staying guided by your objectives and probe instructions.
  • No follow-up questions: no additional quesitons on top of the main question
  • 1-2 follow-ups
  • 2+ follow-ups

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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 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

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

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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

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
Stimuli (optional):
  • Add images, videos, or Figma designs
  • Include links for UX testing
  • Upload documents for reference
Follow-up Configuration:
  • Automatic: Let the AI decide based on context
  • No follow-up questions: no additional quesitons on top of the main question
  • 1-2 follow-ups
  • 2+ follow-ups
Context Box (important):
  • 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
Routing (optional):

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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

Before You Start:
  • Have a clear research goal in mind
  • Gather any relevant documents or materials
  • Think about your target participants
While Building:
  • 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
Question Design:
  • 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
Quality Control:
  • Test your topic guide with colleagues before launching to catch unclear questions
  • Leverage the quality control AI recommendations to pressure test the questions and objectives
  • 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!