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Key Topics Covered

Terms and Conditions Setup - Learn how to add legal text and privacy policy links that participants must accept before starting their interview, ensuring compliance with data protection requirements. Custom Welcome Page Branding - Discover how to upload your company logo or custom images to personalize the participant welcome experience and reinforce your brand identity. Interview Configuration Options - Master the four key settings that control how your AI interviews behave: voice settings, video recording, screen sharing, and device restrictions.

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Pro Tips

Test Your Terms and Conditions - Always preview how your legal text appears to participants before launching your study. Long text blocks can be overwhelming, so keep it concise and clear. Choose Your AI Tone Strategically - Match your AI interviewer’s tone to your target audience. Formal works well for B2B research, while friendly tones often get better engagement from consumer participants. Screen Sharing Considerations - Only enable screen sharing if you actually need visual analysis. It can make participants nervous and reduce participation rates, but provides valuable behavioral insights when needed. Device Lock-in Trade-offs - While device lock-in prevents fraud, it can frustrate participants with technical issues. Consider your research goals - high-security studies benefit from this, while exploratory research might not need it.

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Quick Reference

Essential Settings:
  • Terms & Conditions: Add legal text + privacy policy link
  • Welcome Image: Upload logo or branding image
  • Voice Reading: On/Off toggle for AI reading questions aloud
  • Video Recording: On/Off toggle for visual recording
  • Screen Sharing: Optional participant screen capture
  • Device Lock-in: Restrict to single device per interview
  • AI Tone: Formal, Friendly, Humorous, or Neutral
Default Settings:
  • Voice Reading: ON
  • Video Recording: ON
  • Screen Sharing: OFF
  • Device Lock-in: OFF
  • AI Tone: Friendly

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Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

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Step 1: Access Advanced Settings

Navigate to your topic guide and click on the “Advanced Settings” section. This opens a configuration panel with multiple customization options for your interview experience.

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Step 2: Configure Terms and Conditions

In the first field, enter your terms and conditions text. This should include:
  • A brief explanation of the interview process
  • Reference to your privacy policy
  • Clear language about data usage
  • Any specific legal requirements for your jurisdiction
Pro Tip: Keep this text concise but comprehensive. Participants will see this before starting their interview and must check an “I accept” box to proceed.

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Step 3: Add Welcome Page Branding

Upload an image for the participant welcome page. This could be:
  • Your company logo
  • A study-specific graphic
  • Your organization’s branding
  • Any visual that helps participants feel comfortable and professional
Best Practice: Use high-quality images (recommended size: 200x200px minimum) and ensure they represent your brand appropriately.

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Step 4: Configure Interview Behavior Settings

Set up the four key interview configuration options: Voice Reading (Default: ON)
  • When ON: AI reads questions aloud to participants
  • When OFF: Questions appear as text only
  • Consider: Some participants prefer reading, others prefer listening
Video Recording (Default: ON)
  • When ON: Records both audio and video
  • When OFF: Records audio only
  • Impact: Video enables emotional and visual analysis features
Screen Sharing (Default: OFF)
  • When ON: Participants share their screen during interviews
  • When OFF: No screen sharing required
  • Use Case: Behavioral research, usability testing, or visual task analysis
Device Lock-in (Default: OFF)
  • When ON: Participants must use the same device throughout
  • When OFF: Participants can switch devices if needed
  • Security: Prevents fraud but may frustrate participants with technical issues

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Step 5: Select AI Interviewer Tone

Choose from four tone options:
  • Formal: Professional, business-like communication
  • Friendly: Warm, approachable, conversational
  • Humorous: Light-hearted, includes appropriate jokes
  • Neutral: Balanced, neither too formal nor too casual
Selection Strategy: Match your tone to your target audience and research objectives.

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Best Practices

Before You Start:
  • Review your legal requirements for participant consent
  • Prepare your privacy policy and terms of service
  • Design or source appropriate branding images
  • Consider your target audience’s preferences and comfort level
While Working:
  • Test each setting with a small group before full deployment
  • Monitor participant feedback about the interview experience
  • Adjust tone and settings based on early results
  • Keep detailed notes of your configuration choices
Quality Control:
  • Test all settings with a practice interview before launching your study
  • Review your terms and conditions for clarity and legal compliance
  • Verify that your chosen settings align with your research goals and participant expectations
  • Consider the trade-offs between security/data quality and participant experience
Anything missing? Let us know at support@conveo.ai and we’ll help you out!
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