Use a study to answer a product question with customer feedback. Test a screen, explore a workflow, or interview customers, then keep the findings with the idea or initiative they inform.
Choose a study method
| If you want to… | Choose |
|---|---|
| Give people tasks inside a working prototype and review tracked interactions | Prototype study |
| Ask fixed questions, compare options, or see where people click on an image | Self-guided study |
| Let AI ask follow-up questions about a topic or prototype | AI-guided interview |
| Lead the conversation yourself and review imported transcripts | Live interview |
For example, use a self-guided study to ask where someone would click to export a report. Use an interview to explore why their current export process fails.
Start a study
Open Studies → New, or open an idea or initiative and use its Studies workspace. Choose a method and define the question you need to answer and who can help answer it.
To test a prototype, open New study and choose Prototype study, or select Test with people on a ready prototype and choose Prototype study there. The guide explains the setup and alternatives.
To decide who to invite, choose who the study is for: start with the customers who asked for the idea, or draw from a panel your team keeps.
To collect responses inside your product, embed a published study.
Review what you learned
Read the responses or transcripts, then review the findings and record a decision. Findings describe what the evidence supports. Record impact captures the decision your team made on the initiative.
For ongoing customer requests and voting, use the Ideas Portal.
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