Start with the study setup chat

When you create a new study, Strella opens a setup chat. Tell it what you want to learn. It asks clarifying questions, then drafts both a screener and a question guide you can edit in Build.

Before you start

You'll need:

• A clear sense of your research question, even if rough. "I want to understand why X" is enough.
• An idea of who your participants are (B2B or B2C, and a description of the audience).

You can leave the rest blank, and the chat asks you for it.

Steps

1. Create a new study

   From your Projects list, click New project. Strella creates the study and opens the setup chat right away.

2. Tell it the basics

   Describe what you want to learn and who from. Give it as much context as you want up front: the more it has, the sharper the first draft. Already have a study outline? Upload it (see the next step).

3. Answer its follow-ups

   The chat will ask about objectives, the audience, what participants do during the interview, and how you want to recruit. Each answer makes the draft sharper.

4. Upload supporting docs (optional)

   Attach supporting material such as a research brief, a discussion guide, or images (PDF, DOCX, TXT, MD, or images, up to five files). Anything you give it becomes context for the draft, so an existing outline can produce a near-complete study in one pass.

   A screenshot can go straight in: copy it and paste into the message box, with no need to save it as a file first.

5. Edit the plan in your own words (optional)

   The plan beside the chat fills in as you talk: Background, Research Objectives, and Target Audience. To rewrite a section yourself, click Edit next to it, change the text, and click Save. The assistant builds on your wording from its next reply.

   Edit is unavailable while the assistant is still writing the plan. If you are mid-edit when it starts, Save waits until it finishes and keeps what you typed.

6. Create the project

   When the chat says it's ready, click Create project. Strella opens the Build screen with a complete screener and question guide loaded.

You have a draft. Nothing is published yet, so review it, edit anything you don't like, and publish when you're ready.

Tips

• Be specific about your audience. "B2B" generates generic questions; "VPs of revenue ops at companies with 200 to 2,000 employees who currently use HubSpot" generates targeted ones.
• Fix one section by editing it. If a single section is off, click Edit and rewrite it. If the whole draft is heading the wrong way, start a new chat with a sharper brief.

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