As an Admin, you can set guidelines that automatically apply to every new study created in your workspace. This ensures research quality and brand consistency as your team scales.
What Guidelines Can Include
- Required screening questions that appear in every new study
- Tone-of-voice instructions for the AI moderator
- Standard demographic questions applied across all discussion guides
- Company or brand context so the AI always has background information
How to Set Guidelines
- Go to the Workspace tab on your homepage.
- Select Study Guidelines.
- Write your guidelines in plain text — the AI interprets and applies them automatically.
- Save. All new studies created after this point will incorporate these guidelines.
Guidelines apply to new studies only — they don’t retroactively update existing ones. Update your guidelines before starting a new research cycle.
