Getting started
The dashboard and study cards
Your studies at a glance: status, activity, and completion counts, filterable by project.
The Studies dashboard lists every study as a card. Each card shows the study's status badge (live, draft, or closed), its objective, and four figures: Created (when the study was made), Activity (conversations this month), Total Conv. (all conversations), and Completed (finished conversations). Test runs are excluded from these counts.
Filtering and paging
- Filter tabs across the top: All studies, one tab per project, and No project for unfiled studies.
- The list shows up to 100 studies per page, with Previous and Next controls when you have more.
Starting points
- New study starts a blank study.
- Start from a template offers built-in study types you can edit.
- Templates for your business generates tailored drafts from your website's URL.