Strella docs
GuidesDeveloper
Strella docs
GuidesDeveloper
Welcome to StrellaChangelog
Run your first studyHow AI helps you in StrellaGlossary
The Build screenStart with the study setup chatSet up your study detailsWrite research objectivesBuild your screenerBuild your question guideBest practicesAdd survey questions to your interviewAdd a stimulus to your interviewHost a prototype and add it to your interviewAdd a card sortAdd a tree testRandomize sections (A/B variants)Conditional sectionsVersion historyUse the build assistantPreview your interviewUpload an existing discussion guideImport from another study
How the AI moderator worksVoice, language & behaviorRecording modesCustom dictionary & pronunciationCustomize the participant experienceWhat the AI moderator can't do
How recruitment worksSchedule moderated interviewsHire from a participant panelBring your own participantsManage share links & redirectsPass data with URL parametersControl access & schedulingSet quotasApprove, reject & invitePay participants you recruitedReport a participantWatch the funnel
Publish your studyEdit a study after launch
Get oriented in ResultsBring in interviews you ran elsewhereReview a single interviewBrowse analysisCode responsesSee how participants complete on-screen tasksSee how participants sorted your cardsSee how participants use your Figma prototypeUse Strella's AI chatAI chat best practices
Build & share a reportCreate & share a highlight reel
Teammates, organizations & workspacesDelete projectsProject defaultsBilling & creditsConnect FigmaAPI, MCP & AI assistantsParticipant data accessMedia links and who can open themActivity logs
Step typesScreener question typesRecording settingsParticipant statuses & funnel stagesSupported languagesVoice optionsBrowser & device requirements
MCP serverConnect an AI clientTools & skills referenceUse cases & example promptsWhat's newSecurity & privacyFAQ & troubleshooting
Recruit participantsApprove, reject & invite
Recruit participants

Approve, reject & invite

Once participants start arriving, you decide who moves forward. The Participants table is where you approve, reject, invite, and tag.

The Participants table in Recruit is where you triage incoming candidates. Each row is one person. Tabs along the top group them by status: Qualified, Invited, Completed, Disqualified.

Steps

  1. Open Recruit → Participants

    The default view shows everyone who's currently Qualified: they've passed the screener but haven't been invited yet.

    People keep applying while you have the page open. Select Refresh, at the right of the toolbar next to the ⋮ menu, to pull in everyone who has applied since you opened it and update the counts on each tab.

  2. Review a candidate

    Scroll right in the table to see each participant's screener answers in their own columns, or click a row to open the detail side panel (answers, demographics, and metadata). When available, the AI rating column shows an overall 1 to 5 star score. Hover the rating for the per-criterion breakdown: each criterion (Research Fit, Consistency, No Gaming, Engagement) is marked Pass, Warning, or Fail with a short reason.

    The Participants table with an AI Rating column, and the hover breakdown showing Research Fit, Consistency, No Gaming, and Engagement each marked Pass.

  3. Invite or reject

    With a participant selected (in the row or the detail side panel):

    • Invite: sends them an email with a link to join the interview. They click it and start, with nothing to schedule. Someone who came in through your own share link or CSV needs an email address for this, so a participant without one has no Invite button, and a bulk invite skips them and tells you how many it skipped.
    • Reject: disqualifies them from the study. Useful when screener logic let them through but they don't fit on closer review.

    For bulk actions, multi-select rows and use the bulk action bar at the top.

  4. (Or) let auto-invite handle it

    Auto-invite is a setting on each audience, not a toggle on this table. Open Recruit → Audiences, then use a row's ⋯ menu: Manage for a panel order, or Manage share link → Link settings for a share link. Switch on Auto-invite qualified participants and Strella invites anyone the AI rates 4 to 5 stars automatically. The Qualified tab stays empty for that audience; those participants land directly in Invited.

    Use auto-invite when you trust the screener to filter cleanly and you don't need to review case-by-case.

  5. Add tags

    Tags are study-specific labels you can add to any participant (e.g. "key account", "follow up later"). Add them in the Tags column of the Participants table, or from the participant's Profile tab when you open their interview. Useful for filtering after the interview when you want to compare reactions across a custom segment.

Invited participants get an email with a link to join the interview. They click it and start, with no time to book.

Tips

  • AI ratings are guidance, not policy. A low-rated participant might still be a great interview if the topic fits their experience. Hover the rating for the per-criterion breakdown before rejecting on the overall star count alone.
  • The Completed tab is your bench of finished interviews: click in to jump to the recording, transcript, and AI analysis. (Or use Analyze → Review a single interview directly.)

Related

Watch the funnel

See the table's tabs as conversion steps.

Set quotas

Cap how many of each segment can pass.

Review a single interview

What to do once an interview finishes.

Report a participant

Stop the payout and flag fraud after an interview.

Set quotas

Quotas cap how many participants of a given segment can complete the study. Set them per screener answer.

Pay participants you recruited

Pay the participants you brought in yourself in one step: pick who to pay, set one payment method and one incentive, and confirm.

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