How to create my first research project?

Question Type

User Manual Question

Quick Start (5 minutes)

Step 1: Access Create Page

Entry Points:

Homepage → "Start New Study"
Or sidebar → "Create Study"

Step 2: Describe Research Needs

Input Field: "What do you want to research?"

Example Inputs:

"I want to test acceptance of new sparkling coffee product"

Tips:

Describe in natural language
1-2 sentences is enough
No need to be professional

Click "Start"

Step 3: Plan Mode Conversation Clarification

AI will ask you some questions to help clarify research intent.

Step 4: Review Research Plan

AI generates complete plan for your review and confirmation.

Step 5: Start Execution

Click "Confirm Start", AI automatically executes research.

Detailed Creation Process

Phase 1: Describe Needs (1 minute)

Example Inputs

Product Testing:

"Test my new product: zero-sugar sparkling coffee,target users are 25-35 year-old female white-collar workers"

User Insights:

"Understand why users churn,we are a fitness app"

Market Analysis:

"Analyze Gen Z attitudes and willingness to pay for sustainable fashion"

Input Tips

✅ Good Inputs:

Clear and specific: State research object and goals
Include background: Brief intro to your product/industry
Mention constraints: If there are budget or time limits

❌ Avoid Inputs:

Too vague: "Help me do market research"
Too complex: "Analyze the entire industry future trends and our strategic positioning and..."
Too simple: "Coffee" (AI doesn't know what you want to research)

Phase 2: Plan Mode Clarification (3-5 conversation rounds)

Typical AI Questions

Question 1: "Who is your target audience?"

Example Answers:

✅ "25-35 year-old female white-collar workers in tier-1 cities, frequent coffee drinkers"
✅ "Not sure, help me analyze"
❌ "Everyone" (too broad)

Question 2: "What aspects do you want to understand?"

Example Answers:

✅ "Acceptance, pricing, packaging design"
✅ "Comprehensive understanding, your recommendation"
❌ "Everything" (needs to be more specific)

Question 3: "Any special requirements?"

Example Answers:

✅ "Limited budget, hope to complete within 2 hours"
✅ "Need to report to boss, want to use SWOT framework"
✅ "No special requirements"

Question 4: "Any reference materials?"

Example Answers:

✅ "Have product intro PPT" (upload file)
✅ "Have competitor website links"
✅ "No"

Clarification Process Example

Conversation Flow:

User: "Test sparkling coffee new product"AI: "Okay, who is your target audience?"User: "25-35 year-old female white-collar workers"AI: "What aspects do you want to understand? Acceptance, pricing, or others?"User: "Acceptance and pricing"AI: "Any reference materials? Like product intro or packaging design draft?"User: "Have product intro PPT" (uploads file)AI: "Got it. I will design a research plan,including user discussions and in-depth interviews to test acceptance and pricing.One moment..."

Phase 3: Review Research Plan (2-5 minutes)

AI Generated Plan Example

Research Plan: Sparkling Coffee New Product TestResearch Objectives:- Test product acceptance- Validate pricing strategy (¥15-20 range)- Collect user feedbackTarget User Profile:- 25-35 year-old female white-collar workers in tier-1 cities- Regular coffee drinkers (3+ times per week)- Health-conscious, willing to try new productsResearch Steps:1. Define target users (10 minutes)   - Screen 8 AI personas matching criteria   - 2 price-sensitive types   - 3 health-anxious types   - 3 social early-adopter types2. Group Discussion (30-40 minutes)   - 8-person Discussion   - Discuss product concept and pricing   - Quickly identify acceptance and controversy points3. In-depth Interviews (60-80 minutes)   - Select 5 people for 1-on-1 Interview   - Deep dive into purchase motivation   - Test 3 pricing scenarios (¥15/¥18/¥20)4. Generate research report (10 minutes)   - Acceptance assessment   - Pricing recommendations   - Product optimization directionsEstimated time: 2-3 hoursEstimated cost: ~¥80-120 in tokensOutput:- Complete research report (PDF)- User interview records- Actionable product and pricing recommendations

Review Checklist

Check 1: Are research objectives correct?

Do they match your actual needs?
Any important aspects missing?

Check 2: Are target users correct?

Is the population definition accurate?
Are screening criteria reasonable?

Check 3: Are research methods appropriate?

Is the Discussion + Interview combination suitable?
Is the number sufficient (8 discussion + 5 interviews)?

Check 4: Are time and cost acceptable?

Estimated time: 2-3 hours
Estimated cost: ¥80-120
Within budget?

Your Options

Option 1: Satisfied, start directly

Click "Confirm Start"
AI executes immediately

Option 2: Need adjustments

Click "Modify Plan"
Tell AI what to change
AI updates plan

Option 3: Not satisfied, regenerate

Click "Regenerate"
AI generates new plan based on needs

Phase 4: Execute Research (Automatic)

AI Starts Execution:

Executes step by step according to plan
Real-time progress display
Can check progress midway

You Can:

Continue using other features
Close the page (research continues)
Wait for completion notification

Advanced Tips

Tip 1: Upload Reference Materials

Supported Materials:

Product intro PPT
Competitor links
User feedback screenshots
Interview records (if available)

Benefits:

AI better understands your product
Generated plan more precise
Saves clarification time

Example:

User: "Test new product concept"AI: "Can you share product intro?"User: Uploads product intro PPTAI: Reads and generates more precise research plan

Tip 2: Specify Budget and Time Constraints

State constraints upfront:

User: "I want comprehensive market analysis,but limited budget, hope to complete within 3 hours"AI: "Understood. I'll design a streamlined plan,prioritizing the most important parts"

AI Will Adjust:

Reduce interview count
Simplify research steps
Focus on core questions

Tip 3: Specify Research Framework

If you have preferences:

User: "Use SWOT framework to analyze our competitive advantages"AI: "Okay, I'll design research plan using SWOT framework"

AI Will Follow Your Specified Framework:

Design research steps
Organize report structure
Ensure output aligns with framework

Tip 4: Reference Previous Research

If not first time:

User: "Similar to last research,but testing different product"AI: "Understood. I'll reference your last research structure,adjusting for new product"

Benefits:

Maintain research consistency
Results comparable
Save design time

Common Questions

Q1: How long does creating research take?

Time Allocation:

Input needs: 1 minute
Plan Mode clarification: 3-5 minutes
Review plan: 2-5 minutes
Total: 5-10 minutes

Q2: Must I upload reference materials?

Not required.

With materials: AI understands more accurately
Without materials: AI infers from description

Recommendation:

If available, best to upload
If not, can still proceed

Q3: Will Plan Mode ask many questions?

Usually 3-5 questions:

Target audience
Research scope
Special requirements
Reference materials

If needs are clear:

May only ask 1-2 questions

If needs are vague:

May ask 5-8 questions

Q4: Can I skip Plan Mode and execute directly?

Not recommended:

Plan Mode helps clarify needs
Avoids wrong direction
Saves execution time

But if you're experienced:

Can provide very detailed needs
Plan Mode will quickly generate plan
Execute immediately after review

Q5: Can I modify plan after generation?

Yes. You can:

Modify research steps
Adjust target users
Change research methods
Add or remove content

How to Modify:

Click "Modify Plan"
Tell AI what to change
AI updates automatically

Real Cases

Case 1: Product Testing (Most Common)

User Input:

"Test my new product: a smart bracelet,focusing on exercise monitoring and sleep analysis,target users are 25-40 year-old fitness enthusiasts"

Plan Mode Generated Plan:

Research Plan: Smart Bracelet Product TestSteps:1. Screen 10 fitness enthusiast AI personas2. Discussion of product concept (8 people)3. Interview in-depth (5 people)4. Test pricing (¥199/¥299/¥399)5. Generate reportEstimated time: 3 hours

Case 2: User Churn Analysis

User Input:

"Analyze user churn reasons,we are an online education platform,users start churning heavily after 3 months"

Plan Mode Generated Plan:

Research Plan: User Churn Reason AnalysisSteps:1. Define churned user profile2. Interview 10 churned users in-depth3. Dig into real reasons for churn4. Compare with active users (5 people) to find differences5. Generate churn analysis report + retention strategyEstimated time: 4 hours

Case 3: Market Opportunity Analysis

User Input:

"We want to enter elderly fitness market,want to know market opportunities and user needs"

Plan Mode Generated Plan:

Research Plan: Elderly Fitness Market Opportunity AnalysisSteps:1. Market trend analysis (webSearch)2. Social media observation of elderly fitness discussions3. Interview 10 elderly users4. Analyze needs, pain points, willingness to pay5. Generate market opportunity reportEstimated time: 6 hours

Bottom Line

"Creating research is simple: Describe needs → Plan Mode clarifies → Review plan → Start execution. Key is to answer AI questions honestly, don't pretend to know."

Remember:

✅ Describe needs in natural language
✅ Answer Plan Mode questions honestly
✅ Review plan before executing
✅ Upload reference materials (if available)
✅ Specify budget and time constraints

Related Feature: Plan Mode Doc Version: v2.1