We’re so glad you’re here! This guide will walk you through the key steps to get started with our platform, from accessing your account to setting up projects, recruiting participants, and analyzing insights. This is just the tip of the iceberg - the “Outset 101” so to speak - the best way to learn the platform is to get started with your own research projects.
#1 Setting Up Your Study [5 minutes]
Set up your first AI Interview study
Learn about project organization, including projects and studies
#2 Writing Your First Standard AI Interview Guide [10 minutes]
Learn about the different question types and how to structure your guide
Write multiple types of questions (Conversational, Multiple Choice, Rating), including an example of concept testing
Learn basics of prompting the AI interviewer
#3 Demo Video of Study (optional) [6 minutes]
Demo interview using our example guide
Try out the demo study yourself if you want! (reminder that your responses will be recorded) [LINK]
#4 Running Test Interviews [7 minutes]
Run test interviews and review your test results
Note: we always recommend you and your team run test studies before launch! It's very helpful to improve the participant experience and test your logic and instructions to the AI Interviewer
#5 Adding Screeners and Quotas [6 minutes]
Add screener questions to filter your participant audience
Set up quotas for specific categories of participants (read about more advanced quotas at our help center - LINK)
#6 Recruiting Participants [9 minutes]
Recruit via Outset (with Prolific and User Interviews)
Recruit with an outside panel or your own sourcing
#7 Reporting Overview [9 minutes]
Review AI-generated insights with the "Insights" page
Learn the basics of setting up your own Custom Reports
We can’t wait to see what you build! You can also view more training materials at our help center (LINK), and feel free to reach out to our Customer Success team ([email protected]) with any additional questions.