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Using AI-Assisted Guide Editing

AI-assisted guide editing helps you build and refine interview guides faster, with less manual effort. It is designed to make guide setup more streamlined and approachable, especially for teams without deep research experience

Written by Gavriil Kochevrin
Updated over a month ago

1. Where you’ll find AI-assisted editing

When you’re on the Guide page, the AI guide editing chat automatically opens alongside your guide. This chat acts as your workspace for making changes with AI.

You can collapse the chat to the right at any time if you want more room to focus on the guide itself. Expanding it again brings you right back to the conversation and editing context.

All chats are private to you.

2. Editing questions with AI

You can use AI to edit individual questions or answer choices, or ask it to update multiple at a time! This is useful when you want to improve clarity, adjust wording, or rethink response options. You can also add stimulus to questions via a file upload in the AI guide editor.

While AI is editing a question:

  1. The question is temporarily locked so you can’t edit it at the same time.

  2. The chat references the specific question being worked on, for example “Editing Q3,” and shows a loading state.

  3. You can see the question text or changes being made in real time, so nothing feels hidden.

  4. A subtle visual indicator appears on the question to show it’s actively being worked on.

Once the edit is ready, you review the change and approve it before it’s applied, or choose to auto-accept changes.

3. Applying skip logic and structure changes

AI-assisted editing can help with more than just wording. You can ask AI to:

  1. Apply or modify skip logic based on responses.

  2. Duplicate individual questions or entire sections.

  3. Add a new section with questions.

These actions can save significant setup time, especially for complex or repeated research studies.

4. Getting suggestions from AI

If you’re not sure what to include in your guide, you can ask AI for feedback and suggestions. Based on your stated research goals, AI can recommend:

  1. Additional questions you may want to ask.

  2. Gaps in your current guide.

  3. Opportunities to improve flow or coverage.

This is particularly helpful for non-researchers who want guidance without starting from scratch.

5. Review and approval always stay with you

When you’re reviewing changes, you have options for approval. You can explicitly accept or reject every single suggested change, or you can choose to turn on “auto-accept changes” and skip this step. You can always turn this setting back off in the top right corner of the chat.

AI-assisted guide editing is best used for drafting, expanding, and restructuring your guide quickly. Final review and judgment should always be done by a researcher to ensure the guide meets your standards and research goals.

Hope this helps! If you have any further questions, please reach out to our team at [email protected] or via chat.

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