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This guide walks you through your first study in Great Question, from setting up your workspace to reviewing what participants told you. The first three steps are the same for every study. After that, pick the tab that matches your study: a moderated interview you run live, or an unmoderated test or survey participants complete on their own.

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1. Set up your workspace

Sign in at greatquestion.co. If a teammate invited you, accept the invite to join their workspace. Otherwise you’ll be offered Create a new workspace, and whoever creates the workspace becomes its Admin. Before you build anything, check two things. Your role. Great Question has three roles: Admin, Creator, and Observer. Admins and Creators can create studies; Observers can view and share research but can’t create studies. If the New study button is greyed out, you’re an Observer. Select Request upgrade or ask an Admin to change your role. See User roles and permissions. Your connected accounts. Connect your Google or Microsoft account under Settings → Integrations. Great Question sends study invitations from your own email address, so you need a connected account (or a verified custom sender domain) before you can invite anyone. Interview studies also use your calendar to offer participants times to book. See the Google and Microsoft integration guides. If you’ll run interviews over Zoom, connect it too: see Zoom integration.
Inviting teammates now means they can observe sessions and see results as soon as they land. See How to add team members.

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2. Add candidates

Candidates are the people you can invite to research. You can add them before you create a study or from inside the study later. On the Candidates page, select Add Candidates and choose one of: If you don’t have a list yet, you have two other options. You can share a generic Invite via link from your study, and anyone who responds is added as a candidate automatically. Or you can recruit external candidates from a marketplace (step 4 in each tab below). To build a pool you can recruit from again and again, set up Panel recruitment.

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3. Create your study

Select New study in the left sidebar. The Create new study page groups study types into four sections:
Study types your plan doesn’t include show an Upgrade or Add-On badge. If a type you expect is missing entirely, an Admin may have restricted it under Governance. The study type is set when you create the study and can’t be changed afterwards.
To skip setup work, you can also open an existing study and select Duplicate to copy its setup into a new draft, or apply a saved interview, screener, or survey template once your study is created. See Templates & guides.

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4. Build, launch, and run your study

Choose Interviews to run 1:1 sessions you moderate live. The study builder walks you through Plan, Screener, Recruiting, Calendar, and Review. Screener and Recruiting only appear if you turn them on.Plan. Give the study a title, set how many participants you need, and add an incentive if you’re offering one. This is also where you turn on a screener to qualify people before they book, a consent form, and external recruitment if your own candidates won’t be enough.Screener. If you turned it on, add qualifying questions. Mark the answers that qualify or disqualify someone so you only talk to the right people.Calendar. Select Connect my calendar if you haven’t already. Your calendar must be connected to publish an interview study. Then set the session duration, your available days and hours, your timezone, and the location: Zoom, Google Meet, Microsoft Teams, Webex, in person, or a custom link. Participants only see times when you’re free. See Scheduling tool for buffers, multiple moderators, and round robin.Review. Check the summary and select Create to publish. If you’re paying incentives through Great Question, the button reads Create & Fund and asks you to fund the study from your wallet, by card, or by requesting approval from an Admin.Invite participants. On the Participants tab, select Add to pick people from your candidates, a segment, or a CSV. Then select them and choose Compose → Participation invite, or Screener invite if your study has a screener. Each invitation links to a booking page where the participant picks a time. Reminder emails are off by default, so turn them on in the study’s settings if you want participants reminded before their session.Run the session. Join the call at the booked time. How the recording reaches Great Question depends on your location:
For Google Meet and Microsoft Teams, livestream must be on before the session starts. Turning it on afterwards won’t recover a recording that didn’t happen. See Observer rooms.
After the session. Mark the participant as completed to send their thank-you and release their incentive, or turn on auto-complete in the study’s Automation settings. See How to send incentives.For the full setup, including multi-moderator interviews, see Customer interviews.
Want interviews without scheduling them yourself? An AI moderated interview runs 1:1 sessions with an AI interviewer that asks your questions and follow-ups, records, and transcribes, so participants can take part whenever suits them. You build it by chatting with the study studio. See AI moderation. AI moderated studies depend on your plan.

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5. Review results in your repository

Everything your study produces lands in your research repository, so the whole team can find it later, not just the person who ran the study.
  • Open a session’s interview room to watch the recording and read the transcript. See Interview rooms.
  • Clip key moments into highlights, and combine highlights into reels to share. See Highlights and Reels.
  • Write up what you learned as an insight your team can read and comment on. See Insights 101.
Great Question’s AI features can do much of this for you. AI Synthesis summarizes themes and key insights once an interview study has at least three completed, transcribed sessions, and Ask AI answers questions across your whole repository with cited quotes. AI is off for new accounts until an Admin turns it on under Settings → AI & MCP. See Great Question AI.

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Next steps

Build your candidate pool

Organize candidates with attributes and segments so the next study is faster to recruit.

Set up incentives

Fund your wallet and choose how participants get rewarded.

Reuse your setup

Save interview scripts, screeners, surveys, and emails as templates.

Share your research

Share highlights, reels, and insights with teammates and stakeholders.

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Troubleshooting

Still need help? Contact us at support@greatquestion.co — median response time is 19 minutes during support hours.