Edit Project

Edit Project |

Update the discussion guide, refresh the respondent sheet, and revise project settings midstream without losing active or completed interviews.

Project Library Back to Project

Mid-study editing

Project Setup Status

A quick visual read on what is ready before you launch the project.

Set the title, choose an AI provider, upload a discussion guide, upload a respondent list, and add at least two stimuli to enable saving changes.

Project setup

Set up the project, choose the AI provider, attach the guide and respondent list, upload the ad stimuli, and save the project into its working view.

1. Project settings

Start with the project title, tone, and depth. Objectives, target audience, and category context are populated by discussion guide parsing and can be unlocked for editing afterward if needed.

Project title

Tone

Depth

Chat labels

Show section labels like First reaction, Clarity, and Trust inside the transcript bubbles.

Show labels in chat

Resume later

Let respondents pause and return using the same unique link. If enabled, the interview can be resumed for a limited number of hours.

Allow resume later

Resume window (hours)

Guide-populated fields

Upload the discussion guide below to fill objectives, target audience, and category context. After parsing, you can unlock these fields if you want to refine the wording.

Objectives

Target audience

Category context

2. AI provider

Choose the model that will actually conduct the interview. This section stays blank until you explicitly select a provider.

Provider

Model

Base URL

3. Discussion guide

This becomes the official hidden moderator brief. When you upload a PDF, the AI parses it, fills the guide-managed project fields, and drafts the planned coverage for the interview.

Upload discussion guide PDF

PDF only. You can click or drag a guide directly into this box.

This flow is designed to use the discussion guide as the main source for objectives, target audience, category context, and moderator coverage.

4. Respondent list

Borrowing the same pattern as the Analysis App, you upload the respondent list first and the project handles invitation and stimulus rotation from there.

Upload respondent profiles

CSV, TSV, XLSX, JSON, or text. You can click or drag the file into this box.

Upload a respondent list so the project can generate invite-ready respondent records and rotate the stimulus order automatically.

5. Stimulus

Upload up to three ad videos. Respondents are automatically assigned a rotating viewing order based on the uploaded stimuli.

Stimulus poll

Ask up to three quick 1-to-5 ratings after each first exposure before the open-ended reaction.

Enable polling

Poll questions

Selected: Brand feeling. Ratings can be changed during the stimulus discussion, and extreme ratings are probed after the first-reaction response.

Stimulus A

Upload the first ad available for rotation across respondents.

Stimulus title

Upload stimulus video

MP4, WebM, or MOV. The respondent will watch this inline in the interview.

Upload a video for this stimulus. Two videos are required before launching the project, and a third is optional.

The AI moderator will use the selected guide and respondent profile as hidden context. During the interview, each assigned stimulus is shown inline and the respondent must watch it twice before the first-reaction answer unlocks.