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Study bots

Use private conversations to give study instructions, follow progress, and review changes.

Study bots help you create and edit questionnaires through a conversation in the dashboard. You can give instructions, answer follow-up questions, and review the resulting changes in your study.

Starting a private conversation

  1. Open the account where you want to work.

  2. Click the + button in the private conversations rail at the bottom right of the dashboard.

  3. Type your instructions in the message box and press Enter to send them.

A private dashboard conversation where Marek greets Bob and Bob introduces his study-building capabilities.

A private conversation with Bob, a GroupSolver study bot.

Giving the bot instructions

Describe the research goal, the audience, and what you want the bot to create or change. For an existing study, identify the study and explain which part needs work.

You can ask for help with question wording, routing, or quotas. Include any requirements the bot should follow, such as required questions, answer options, or screening rules.

Following and continuing a conversation

The conversation shows your instructions, the bot’s replies, and its progress. If the bot asks a question, reply in the same conversation to provide the missing information.

Click an existing conversation in the rail to reopen it and continue working. Conversations are private to the user who started them.

Interrupting work

While the bot is working, click Interrupt conversation in the conversation header to stop the current run. Send another message when you are ready to continue with revised instructions.

Reviewing the study

Open the study in Visual Flow to review the questionnaire. Check the question wording, routing, and quotas against your requirements, then test the respondent experience before launching.

For more on working with study content, see Navigating the Study design.

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