About conversations
A conversation is a single AI-moderated interview — the complete setup you design and deploy to participants. It defines what the AI Moderator asks, how it follows up, the persona it presents, and the language it uses.
Conversations go through a simple lifecycle: you build and save them as drafts, test them in preview, then publish when ready. Only published conversations can be inserted into a survey for participants to view.
Creating a conversation
Section titled “Creating a conversation”- On the EVE Qual Pro home page, click CREATE NEW and select Conversation from the dropdown — or click the Let’s Go! card under Conversation if you haven’t created anything yet.
- Enter a name when prompted, then confirm.
- The conversation builder opens full-screen.
The conversation builder
Section titled “The conversation builder”The builder is organised into three panels:
Panel 1 — Conversation Setup
Section titled “Panel 1 — Conversation Setup”Contains three sections, each covering a different aspect of the conversation design:
| Section | What you configure |
|---|---|
| Frame the Study | Research context, objectives, AI Moderator tone, and language settings |
| Break the Ice | The opening introduction, optional stimulus media, and laddering questions |
| Probing Strategy & Sign Off | Default probe and prompt briefings, probe/prompt limit, and conversation ending |
See Define the study and Design the conversation for details on each section.
Panel 2 — Manage Topics
Section titled “Panel 2 — Manage Topics”Where you add and configure the topics the AI Moderator will cover. Each topic can be probed (followed up when mentioned) and prompted (introduced if not mentioned). See Define the study.
Panel 3 — Preview & Test
Section titled “Panel 3 — Preview & Test”Contains two sections:
- Conversation Companion — Set the AI Moderator’s name and avatar. See Moderator settings.
- Conversation Preview — Run a live test session against your current draft before publishing. See Preview and publish.
The conversation phases
Section titled “The conversation phases”When a participant runs your conversation, the AI Moderator works through a fixed sequence:
Introduction → Laddering → Probing → Prompting → Ending
Understanding this sequence helps you design each part of the conversation with its purpose in mind — see The qualitative approach for more on why the sequence is structured this way, and Design the conversation for how to configure each phase.
Frequently asked questions
Section titled “Frequently asked questions”Do I need to fill in the builder panels in order?
No — you can fill in any section in any order. That said, Panel 1 (Conversation Setup) is a good starting point since the research framing informs everything else. To run a preview, you’ll need to have filled in: Context, Research objectives, Conversation tone, Conversation introduction, and at least one topic.
Can participants access a conversation before I publish it?
No. Draft conversations aren’t accessible to participants. Only published conversations are available for deployment. Use the preview in Panel 3 to test your draft before publishing.
Can I edit a published conversation?
Yes. You can edit and save a published conversation at any time — saving creates an updated draft without affecting the currently published version. Publish again when you’re ready to push changes live. Each publish creates a new version in the version history.
Can I rename a conversation after creating it?
Yes. In the EVE Qual Pro content table, use the more menu (⋮) on the project row to rename it.
Can I duplicate an existing conversation?
The quickest way to reuse a proven setup is to save it as a methodology via SAVE AS METHODOLOGY in the action bar. When you create a new conversation, apply that methodology and all your configuration fields are pre-filled. See Methodologies.
Can I have multiple conversations open at the same time?
The builder opens full-screen for one conversation at a time. Use CANCEL to exit the current builder before opening another conversation.
How do I get back to the EVE Qual Pro home page?
Click CANCEL in the action bar. If you have unsaved changes, you’ll be prompted to save and close or close without saving.