AI Study Creation (Upload Brief)
Overview
Yazi's AI Brief Upload feature allows you to generate a complete study — questions, answer options, routing logic, and AI interview configuration — from a research brief document. Instead of building questions manually from scratch, you upload your brief and the AI constructs a ready-to-edit study in minutes.
This can save hours of setup time, particularly for complex multi-day studies or projects with detailed research objectives.
How It Works
Step 1: Create a New Study
Click New Research
Choose Single Day or Multi-Day Sequential Study
Select Upload Brief (instead of manual setup)
Step 2: Assign Methodology (Multi-Day)
For multi-day studies, you'll see a list of activities corresponding to your study days. For each day/activity, assign the methodology you want:
Survey — the AI will generate structured questions with answer options
AI Interview — the AI will construct the interview configuration prompt, research objectives, topic areas, and probing guidance
Diary Study — the AI will generate the menu structure and journey questions
Tip: Match the methodology assignment to what you know about each phase of your research. An opening baseline works well as a survey; an exploratory final phase works well as an AI interview.
Step 3: Upload Your Brief
Upload your research brief as a Word document. Your brief should include:
Research objectives and goals
Target audience description
Key topics and themes to explore
Any specific questions you need asked
Methodological preferences or constraints
Brand or product context
The more detail in your brief, the better the AI output.
Step 4: Generate
Click Generate. The AI processes your brief and constructs the study. This takes a few minutes — the AI is:
Reading and interpreting your research objectives
Assigning questions to the survey portions
Constructing AI interview prompts and configuration fields
Building menu structures for diary components
Step 5: Review and Edit
Once generated, you'll see the complete study laid out across all activities. Review and refine:
Toggle question types — switch between single-select, multi-select, open text, voice note, etc.
Add or remove questions — insert additional questions or delete irrelevant ones
Add answer options — expand or revise the AI-generated options
Configure routing logic — add skip logic, branching, or screen-outs
Add back navigation — configure return-to-menu options for diary studies
Preview questions — click the preview button to see exactly how each question will look in WhatsApp
Edit AI interview configuration — review and refine the AI moderator prompt fields
Publishing
Once you're satisfied with the study:
Click Create Study to publish it to WhatsApp
The study is now live and can be tested using the test link
Use the test link to complete the study yourself and verify the experience before inviting real participants
Important: The study is not live until you click Create Study. You can edit freely before publishing — no changes affect real participants until the study is published.
Post-Completion Actions
After publishing, you can configure what happens when a participant completes the study:
Completion message — add a customised closing note thanking the participant or explaining next steps
Broadcast trigger — connect a pre-created broadcast message that fires automatically when a participant completes (e.g., a thank-you message, incentive notification, or follow-up study invite)
To add a triggered broadcast:
Create the broadcast message in advance in the Broadcast Messages tab
In the study settings, select the broadcast to trigger on completion
The message fires automatically to each participant as they finish
Brief Writing Tips
The quality of the AI output is directly tied to the quality of your brief. For best results:
Be specific about objectives — "Understand why customers churn in the first 3 months" is better than "Customer research"
Name your target audience clearly — demographics, behaviors, and context help the AI tailor questions appropriately
List key topics explicitly — the AI will allocate questions across the topics you specify
Include any mandatory questions — if there are specific questions that must appear, state them clearly
Specify methodology preferences — if you want voice notes for certain questions or specific question formats, note it in the brief
Include brand and product context — names, terminology, and competitive context help the AI write relevant questions
Known Limitations
Generation time — AI processing takes a few minutes. The more complex the brief, the longer it takes.
Review always required — the AI produces a strong starting point but always requires human review and editing before launch. Treat the output as a first draft, not a final product.
Methodology assignment is manual — for multi-day studies, you must manually assign which methodology applies to each day before uploading the brief.
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