Creating Your First Project

Build and publish your first interview project.

Prerequisites

• Verified Tellet account
• Research objective defined

Project Creation

Access Workspace

1. Log in to Tellet dashboard
2. Select workspace from left sidebar (default: "My workspace")
3. Click Create a new Tellet
4. Select "Start from Scratch"

Note: You may also see "From Template" and "Create with AI" options — these are coming soon.

Name Project

Enter a descriptive project title. Examples:

• "User Onboarding Feedback"
• "Customer Satisfaction Study"
• "Mobile App Pain Points Research"

Click Create Project.

Required Configuration Fields

Before publishing, complete 12 required fields across three sections:

• Instructions (interviewer setup)
• Discussion Guide (opening message and questions)
• Share (participant limits)

Instructions Section

Configure the AI interviewer's identity and behaviour.

Interviewer Name

Name your AI interviewer. Examples:

• "Alex" (neutral)
• "Sarah" (friendly)
• "Dr. Chen" (formal)
• "Research Assistant" (functional)

Company Name

Enter the organisation name displayed on the consent screen. Examples:

• "Acme Corporation"
• "Stanford Research Lab"
• "Sarah Johnson Consulting"

Research Objective

Define the specific learning goal for this study. Examples:

• "Understand why users abandon signup process"
• "Identify pain points in checkout flow"
• "Learn what features users want in mobile app"

Note: AI interviewer uses this to generate contextual follow-up questions.

Target Audience

Describe the participants you want to reach. Examples:

• "Users who signed up in last 30 days"
• "Small business owners with 5-50 employees"
• "Current premium plan subscribers"

Tone of Voice

Select a communication style:

• Friendly: Warm, approachable, good for building rapport with participants
• Formal: Polished, confident and professional, appropriate for business executives
• Neutral: Objective and balanced, ideal for academic research
• Empathetic: Understanding and compassionate, essential for sensitive topics
• Challenging: Probing and critical, suited for stress-testing ideas

Primary Language

Select the default interview language. Supports 64 languages including:

• English, Spanish, Chinese, Chinese (Traditional), Cantonese
• Arabic, French, German, Japanese, Portuguese

Language Flexibility

Allow Participants to Choose Language: Toggle ON to let participants select preferred language.

Use when:

• International audience
• Multi-language participant pool
• Higher quality responses needed in native languages

Analysis Language

Select the language for AI-generated insights and themes — it can differ from the interview language. You must select one before publishing.

Privacy Policy URL

Enter your organisation's privacy policy URL. Required format: https://yourcompany.com/privacy

Required for compliance (GDPR, CCPA).

Discussion Guide Section

Configure interview questions and messages.

Opening Message

Create a welcome message for participants. Template:

Hi! Thank you for participating in our research.

I'm [Interviewer Name], and I'll be asking you about [topic]. Your feedback will help us [benefit].

There are no right or wrong answers - we want to hear your honest thoughts.

Let's get started!

Interview Questions

Add questions (minimum 1 required, maximum 40 per discussion guide).

To add question:

1. Click Add Question
2. Enter question text (max 700 characters)
3. Set follow-up depth (0-3)
4. Optional: Add media (images/videos)
5. Save

Follow-up depth levels:

• 0: Ask once, move on (factual questions)
• 1: One probing question (most questions)
• 2: Two follow-ups (complex topics)
• 3: Deep exploration (key questions only)

Question writing guidelines:

• Use open-ended format
• Start broad, then specific
• Focus on experiences, not hypotheticals
• Keep language clear and simple

Example question set (5 questions):

1. "Can you describe your experience signing up for our product?" (2 follow-ups)
2. "What was the easiest part of the signup process?" (1 follow-up)
3. "What was the most challenging or confusing part?" (2 follow-ups)
4. "How did the signup process compare to other products you've used?" (1 follow-up)
5. "If you could change one thing about the signup process, what would it be?" (1 follow-up)

Adding Media to Questions

Attach images, video, audio, or PDFs to questions:

1. Click media upload option on question
2. Select file (JPEG, PNG, WebP, GIF, MP4, MP3, WAV, or PDF — up to 10 per question)
3. Media displays above question text for participants

Use for:

• Feature screenshots
• Design mockups
• Visual elements for evaluation

Share Section

Maximum Participants

Set the number of participants you want, based on your research goals and resources.

When limit reached:

• New participants see a message that the group is currently full
• Limit can be increased later
• In-progress interviews continue unaffected

Optional Features

Context Training

Provide text snippets to train the AI interviewer:

• Text snippets (max 1,400 characters each)
• Add product descriptions, terminology, or brand information
• Unlimited snippets can be added

Use when:

• Topic requires specific knowledge
• Specialized terminology used
• Participants may reference product features

Screening Questions

Add pre-interview qualification questions to filter participants.

Screening workflow:

1. Participants answer screening questions
2. Responses categorised: Qualified, Disqualified, or Irrelevant
3. Only qualified participants proceed to main interview

Use when:

• Specific participant criteria required
• Recruiting from broad pool
• Need to filter unqualified participants

Testing

Before publishing, test complete interview flow.

Test Process

1. Click Test chat in top navigation
2. Complete entire interview as participant
3. Answer questions and observe AI responses
4. Verify media displays correctly
5. Confirm flow logic

Verification checklist:

• Question clarity and interpretability
• Conversational flow and pacing
• Follow-up question relevance
• Interview length (time yourself)
• Technical elements (images, videos load correctly)

Post-Test Adjustments

• Reword unclear questions
• Adjust follow-up depth if too long/short
• Fix technical issues
• Update opening message if needed

Recommendation: Have a colleague run through the interview to catch anything ambiguous.

Publishing

Pre-Publish Check

Verify project status indicator:

• Draft (warning icon): Missing required fields, cannot publish
• Ready (checkmark): All requirements met, can publish

If Draft status:

1. Review each section (Instructions, Discussion Guide, Share)
2. Fill missing required fields
3. Ensure at least one interview question added
4. Status updates to Ready automatically

Publish Steps

1. Click Publish button
2. Review confirmation dialog
3. Click Confirm/Publish
4. Status changes to Live

Publishing effects:

• Interview goes live
• Participants can access via share link
• Responses count toward participant limit
• The discussion guide and most settings are locked while the project is Live — only a limited set (privacy policy, analysis language, response types, theme, participant maximum, panel settings) stays editable

Note: Can unpublish later. When unpublishing, you can optionally delete completed conversations and all associated analysis data. Unpublishing is blocked if there are active (in-progress) conversations.

Distribution

Share Link

Access unique interview URL in Share tab. Format: https://chat.tellet.ai/abc123xyz

Distribution methods:

Direct Link:

• Email to participants
• Slack/Teams messages
• Social media posts
• Newsletter announcements

QR Code:

1. Click Generate QR Code
2. Download image
3. Print on flyers, business cards, posters
4. Participants scan with phone to access

Use for: conferences, in-store research, events, physical locations

Website Embed:

1. Click Get Embed Code
2. Copy HTML code
3. Paste into website
4. Interview appears on page (participants don't leave site)

Panel Integration:

1. Configure panel settings in Share tab
2. Set completion tracking
3. Get panel-specific link
4. Add to panel study (Prolific, User Interviews)

Recommendation: Test with 5-10 participants before full distribution.

Monitoring Responses

Overview Tab

Track high-level statistics:

• Total conversations
• Completion rate
• Average interview duration
• Participant demographics (if collected)

Key metrics to monitor:

• Low completion rate: Interview may be too long or confusing
• Longer than expected duration: Too many follow-ups
• Steady completions: On track

Questions Tab

Analyse question-level data:

• AI-identified themes across responses
• Theme frequency
• Representative quotes
• Individual answers
• Response categories

Use to:

• Identify patterns
• Find common pain points
• Extract stakeholder quotes
• Discover unexpected themes

Transcripts Tab

Review complete conversations:

• Full conversation transcripts
• Context for responses
• Detailed user stories
• Filter/search functionality
• Multi-language translation

Research Assistant (Beta) Tab

Ask questions about your research in natural language. The Research Assistant is a conversational AI agent that has access to all your interview data — transcripts, analysis, comparisons, categories, and statistics — and replies with cited quotes, tables, charts, or full reports.

Examples:

• "What are the main themes from the pricing question?"
• "How do Premium customers differ from Free customers?"
• "Generate an executive summary of the top three findings"
• "How many respondents mentioned onboarding problems?"

Answers cite respondents by index (e.g., [R7]) so you can click through to the source transcript.

Data Export

Export formats available:

• Excel (.xlsx): The default — opens directly in Excel with no setup
• CSV: For quantitative analysis (Google Sheets, SPSS)
• TXT: For qualitative analysis (coding software)

Access export options in Overview or Transcripts tabs.

Project Status Lifecycle

Draft: Building project, missing required fields, cannot publish

Ready: All required fields complete, ready to publish

Awaiting Approval: Editor has submitted a publish request; waiting for Admin or Owner to approve

Approved: Admin or Owner has approved the request; project can now be published

Live: Accepting participants, collecting responses

Completed: Closed to new participants, data preserved, analysis available

Troubleshooting

Cannot Publish

Publish button greyed out:

• Check status indicator for "Draft" warning
• Review all sections for red asterisks or warnings
• Ensure at least one interview question added
• Fill all required fields

Test chat Not Working

Test interview won't start:

1. Clear your browser cache
2. Try incognito/private browsing mode
3. Test a different browser

Contact [email protected] if the issue persists.

Changes Not Saving

Edits disappear on refresh:

1. Check internet connection
2. Look for save confirmation messages
3. Refresh page to verify changes
4. Test in incognito mode

Contact [email protected] if changes fail to save.

Participants Cannot Access

Link not working for participants:

1. Verify project published (check status in dashboard)
2. Check participant limit not reached (Share tab)
3. Confirm complete URL shared (email may break long URLs)
4. Request participant error message details

Common participant issues:

• Outdated browser (recommend Chrome, Firefox, Safari, Edge)
• JavaScript disabled
• Corporate firewall blocking connection

Next Steps

1. Monitor first responses
2. Explore AI insights
3. Review Research Design Guide for advanced techniques
4. Set up team collaboration - Shared Workspaces
5. Configure panel integration - Panel Integration
6. Learn analysis features - Results Analysis

Support

• Email: [email protected]
• Documentation: FAQ
• Best practices: Research Design