• How to create and configure AI-moderated interview projects in Quals.ai
• How to manage participants, screeners, interview flows and media
• How to analyse responses and generate qualitative insights
Quals.ai Tutorials
Complete Guide to Creating and Running AI-Moderated Interviews
This tutorial series explains how to use Quals.ai, an AI-moderated qualitative research platform, to design, launch and analyse interviews at scale. The videos walk through the full Quals.ai workflow - from creating projects and interview guides to managing participants, testing flows and generating insights.
These tutorials are designed for UX researchers, insights teams, product managers and research agencies who want to run high-quality qualitative research more efficiently using AI moderation.
What you'll learn
Quals Tutorial 01: Creating a Project and Objective
This tutorial shows how to create a new project in Quals.ai and define a clear research objective. You’ll learn how objectives shape the behaviour of the AI moderator and influence the direction of the interview.
In this video you’ll learn how to:
• Create a new qualitative research project in Quals.ai
• Define research objectives that guide AI-moderated interviews
• Understand how objectives affect questioning and flow
• Define research objectives that guide AI-moderated interviews
• Understand how objectives affect questioning and flow
Quals Tutorial 02: Building the Interview Guide
This video explains how to build an interview guide in Quals.ai. You’ll see how to structure questions, prompts and follow-ups so the AI moderator can conduct natural, insight-driven conversations.
In this video you’ll learn how to:
• Structure an interview guide for AI moderation
• Design effective open-ended questions
• Control interview logic and progression
• Design effective open-ended questions
• Control interview logic and progression
Quals Tutorial 03: Uploading Media
Learn how to upload media into Quals.ai projects, including images or other assets used to stimulate discussion during interviews. Media can help participants respond more naturally and in greater depth.
In this video you’ll learn how to:
• Upload and manage media assets in Quals.ai
• Use media to enhance qualitative interviews
• Ensure media is correctly linked to interview questions
• Use media to enhance qualitative interviews
• Ensure media is correctly linked to interview questions
Quals Tutorial 04: Receiving Media
This tutorial focuses on how participants submit media responses during interviews. You’ll learn how Quals.ai captures and organises participant-generated media for later analysis.
In this video you’ll learn how to:
• Enable participant media uploads
• Understand how Quals.ai stores incoming media
• Prepare media responses for analysis and reporting
• Understand how Quals.ai stores incoming media
• Prepare media responses for analysis and reporting
Quals Tutorial 05: Calibrating the Moderator Profile
Here you’ll learn how to calibrate the AI moderator profile in Quals.ai. This determines the tone, style and behaviour of the AI interviewer, helping align interviews with your research goals.
In this video you’ll learn how to:
• Configure the AI moderator’s personality and tone
• Align moderation style with research objectives
• Improve response quality through calibration
• Align moderation style with research objectives
• Improve response quality through calibration
Quals Tutorial 06: Choosing Interview Input Type
This video explains the different interview input types available in Quals.ai and how to choose the right format for your research. Input types affect how participants interact with the AI moderator.
In this video you’ll learn how to:
• Choose between different interview input options
• Match input types to research objectives
• Optimise participant experience and response depth
• Match input types to research objectives
• Optimise participant experience and response depth
Quals Tutorial 07: Testing the Flow
Before launching a study, it’s essential to test the interview flow. This tutorial shows how to test and validate interview logic to ensure a smooth participant experience.
In this video you’ll learn how to:
• Test interview flows in Quals.ai
• Identify and fix logic issues
• Ensure interviews run as intended
• Identify and fix logic issues
• Ensure interviews run as intended
Quals Tutorial 08: Defining Target Audience
This tutorial covers how to define and configure your target audience in Quals.ai. Clear audience definitions help ensure you collect relevant and reliable qualitative insights.
In this video you’ll learn how to:
• Define participant criteria
• Align audience settings with research goals
• Improve data quality through targeting
• Align audience settings with research goals
• Improve data quality through targeting
Quals Tutorial 09: Enabling the Welcome Page
Learn how to enable and customise the welcome page participants see when starting an interview. A clear welcome page improves engagement and completion rates.
In this video you’ll learn how to:
• Enable the Quals.ai welcome page
• Customise participant instructions
• Set expectations for the interview experience
• Customise participant instructions
• Set expectations for the interview experience
Quals Tutorial 10: Enabling Screener Questions
This tutorial explains how to enable screener questions to qualify participants before they enter the main interview flow.
In this video you’ll learn how to:
• Add screener questions in Quals.ai
• Filter participants based on criteria
• Improve research validity and relevance
• Filter participants based on criteria
• Improve research validity and relevance
Quals Tutorial 11: Enabling Redirect
Here you’ll learn how to enable redirects at the end of an interview, such as sending participants to a survey, incentive page or external platform.
In this video you’ll learn how to:
• Configure interview end redirects
• Connect Quals.ai with external tools
• Manage participant journeys post-interview
• Connect Quals.ai with external tools
• Manage participant journeys post-interview
Quals Tutorial 12: Creating the Project & Editing
This video revisits project creation with a focus on editing and refining an existing Quals.ai project as requirements evolve.
In this video you’ll learn how to:
• Edit existing projects
• Update interview guides and settings
• Maintain consistency across research iterations
• Update interview guides and settings
• Maintain consistency across research iterations
Quals Tutorial 13: Sending Test Links
Before launching live, it’s important to test interviews with real users or stakeholders. This tutorial explains how to generate and share test links.
In this video you’ll learn how to:
• Generate test interview links
• Share links with stakeholders
• Validate the participant experience
• Share links with stakeholders
• Validate the participant experience
Quals Tutorial 14: Analysis and Reporting
This tutorial focuses on analysing interview data and producing reports in Quals.ai. You’ll learn how to turn AI-moderated conversations into actionable insights.
In this video you’ll learn how to:
• Review and analyse interview responses
• Identify patterns and themes
• Generate qualitative research reports
• Identify patterns and themes
• Generate qualitative research reports
Quals Tutorial 15: SmartAsk
The final tutorial introduces SMARTASK, a feature within Quals.ai designed to enhance how questions are asked and refined during interviews.
In this video you’ll learn how to:
• Use SMARTASK within Quals.ai
• Improve question quality and relevance
• Increase depth and clarity of participant responses
• Improve question quality and relevance
• Increase depth and clarity of participant responses
