Customer research, continuously

Create your first interview program.

Set the questions the business needs answered, capture approved brand context, and let the interviewer pursue specific evidence without drifting.

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Draft Invite reward

Research objectives

What must this interview learn?

0 required

Interview rules

Stable defaults

Context readiness

Approved source snapshot

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The active guide is pinned to an immutable snapshot. Missing product facts or claim boundaries block generation.

Add operator-approved context

Use this only for facts already approved by the brand. Each line receives an operator source receipt in the immutable snapshot.

Approved by Approved product facts Prohibited or unapproved claims Current growth priorities Claim boundaries were reviewed for this snapshot I confirm these facts and claim boundaries are approved for interview use

Next safe action

Add objectives

Start with the specific decisions this research needs to improve.

Ready for a staff test?

Check the active guide, voice model, follow-up director, and recording setup before inviting anyone. This runs a small provider connection check.

Customer and Klaviyo audience

Select interview recipients

The full Customer List and full synced Klaviyo population are visible for research decisions. Sending remains limited to records with valid email permission.

Loading source totals…

Search Source Customer segment Klaviyo list / segment Email permission Sort by

All Customer List and enrichment filters

Enrichment VIP / influencer B2B lead Email present Phone present Email type Minimum spend Maximum spend Minimum orders Maximum orders City State / region Country Customer tags Product purchased First-order product Exclusive product buyer Last order after Last order before Gender Ethnicity Generation Age range Income range Life stage Household Urbanicity Interests contain Klaviyo engagement SMS permission Minimum predicted CLV Maximum churn probability

0 matching 0 contactable 0 selected Select this page

Select	Person	Source	Customer value	Email permission

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Shopify thank-you rewards

Interview incentives

Checking Shopify…

Each approved version is immutable and pins to the invite. Multiple offers can stay live for different customer segments.

Personalized invite batch

Email selected people

Checking sender configuration…

Interview incentive Subject Email body

Keep {{landing_url}} in the message. Each person receives a different private link with unique UTM content and customer/Klaviyo attribution.

UTM campaign

Sending requires an explicit confirmation. Email-open signals may be affected by inbox image proxies; clicks and interview activity are first-party events.

Attributed outreach

Create your first interview program.

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What must this interview learn?

Stable defaults

No guide generated

Select interview recipients

Set up a survey

Questions

Live and recent

Select a session

Session

Insights and exact customer language

Define the interview lane

Interview invite created

Adapt questions to this brand

Add interview incentive