Engage Overview

Engage is the recruitment and data-collection half of User Evaluation. The Analyze side helps you understand data you already have. Engage gathers data when you don't.

You can launch four kinds of studies:

Study type	What happens	Best for
AI-Curated Interview	An AI agent calls each participant over the web, asks adaptive follow-up questions, and gives you a recording plus a transcript.	Discovery interviews, concept testing, prototype feedback.
AI-Curated Survey	A chat-style survey with adaptive follow-ups.	Qualitative depth at scale, without scheduling calls.
AI-Generated Survey	A fixed-question survey built from your brief. Standard form, lots of responses.	Quick quantitative checks, screener-only studies, broad reach.
Live Interview	A scheduled call you host yourself; we handle invites, recording, transcription.	Talking to people directly.

All four live under Interviews & Surveys in the left navigation. Click New to launch the wizard.

How a study runs

Every study type follows the same shape:

1. Describe the research goal in a short brief.
2. Pick the audience. Filter the User Evaluation participant pool by demographics and qualifications, or invite your own contacts. See Audience & recruiting.
3. Add a screener if you want one. See Screeners.
4. Write the script for interviews and curated surveys.
5. Set the details: incentive, deadline, max participants, redirect URLs.
6. Review and launch.

Once launched, the matcher invites participants automatically. Every completed session lands as a file in the study's project on the Analyze side, where chat, tags, clips, reports, and decks work the same as on any other project data.

Pricing model

Engage runs on a monthly interview budget. Surveys count as ¼ of an interview each, so 1 interview seat covers 4 survey invites. Check your budget in Settings → Plan & Usage, or compare plans on the pricing page.

Pick a study type from the left to dive in. Or read Audience & recruiting first to understand who you can recruit.