There may be times that you want to direct your AI moderator to skip certain questions. We have that flexibility within Outset, but it requires some specific types of prompting. Read on to learn more about these common use cases!
Common use cases for skip logic
There are several common use cases for wanting to use skip logic to skip certain questions within an interview guide:
Use case #1: use answers from a participant interview response to skip a question
Use case #2: use input from the screener to skip a question
Use case #3: ask the AI moderator to make a judgment call on whether a question should be skipped
Use case #4: use input from participant metadata (via URL) to skip a question
Video overview of skip logic set-up
Watch this video below to learn how to set up skip logic for these four common use cases within the Outset interview guide.
Video demo of skip logic (OPTIONAL)
Watch the video below to see a demo of the coffee study we've described above, with a walk-through of how the AI moderator skips or asks various questions
Example phrasing for setting up skip logic
See below for the written examples we covered in the videos above, along with some important tips for getting the best results!
💡TIP: We recommend using phrasing similar to the "skip logic" below for best results. The AI Moderator responds best to "Only ask if" or "Skip if" phrasing, as is used in these examples. We always recommend testing things out on your end to confirm that the skip logic is working for you as expected!
Use case #1: use answers from a participant interview response to skip a question
Interview Guide Question:
“How frequently would you purchase this type of product, assuming they are sold individually?”
Skip logic:
Only ask if participant selected 4 or 5 in response to question “On a scale of 1 to 5, how likely would you be to purchase this Marshmallow Product in the next 30 days?”
💡TIP: When you're referencing specific guide questions, make sure to use the exact guide question phrasing with quotation marks like above for best results.
Use case #2: use input from the screener to skip a question
Interview Guide Question:
You mentioned that you prefer iced coffee to hot coffee. Which of the following options
Skip logic:
Only ask if the participant responded “Iced coffee” in response to {What is your favorite type of coffee?} in chat metadata
💡TIP: When you're referencing screener questions, use this formatting above for best results. Read more about referencing participant metadata from screeners here (LINK).
Use case #3: ask the AI moderator to make a judgment call on whether a question should be skipped
Question:
“How do you imagine this product fitting into your day-to-day life or routine today?”
Skip logic:
Skip if participant already indicated that they would not use this product, or that they highly dislike this product
Use case #4: use input from participant metadata (via URL) to skip a question
Interview Guide Question:
You mentioned that your favorite coffee shop is Starbucks - can you tell me more about your experience with Starbucks, and how you think it compares to other coffee shops?
Skip logic:
Only ask if participant favorite coffee shop is Starbucks according to {favorite_store} in chat metadata
💡TIP: the {favorite_store} phrasing above refers to a participant metadata variable called "favorite_store" that is passed in via URL. Read more about passing in participant metadata via URL here (LINK).
Setting up skip logic is a great way to make your interview more dynamic and customized to the participant. Hope these tips help, and feel free to reach out to the Outset team via Messenger or [email protected] for further questions!