This guide shows the shortest path from a blank starting point to a draft study you can review.
You will create one study, choose text or voice, choose follow-up depth, and know where to review results.
Before You Start
You do not need polished questions. Bring a rough goal, the audience you want to learn from, and what you want to understand.
Describe what you want to learn in plain language. Lemma can turn that into study context, starter questions, and follow-up guidance.
How To Create Your First Study
Step 1: Open New Study
Use New Study from the sidebar.
Step 2: Choose text or voice
Pick Text conversation or Voice conversation.
Use voice when spoken detail matters. Use text when a written path is better for the participant.
Step 3: Choose follow-up depth
Pick Quick pulse, Standard interview, or Deep dive.
Use more depth when you need Lemma to ask more follow-up questions.
Step 4: Pick a starting point
You can start from:
- Smart Builder, where you describe what you want to learn
- Upload Discussion Guide, if you already have a guide
- a template, such as Customer Discovery, Customer Satisfaction, Product/Service Feedback, or Employee Experience
Step 5: Review the draft
Review the generated background, goals, tone, key terms, welcome message, closing message, and questions.
Step 6: Test before using it
Use Test Interview or Review before using the study with real participants.
Step 7: Know where results appear
After sessions are completed, open Responses for the evidence table, Transcript for the source wording, Insights for synthesis, and Research to ask questions across the study data.
FAQs & Common Issues
What should I type into Smart Builder?
Type the audience, what you want to learn, and any constraints. A rough brain dump is enough.
When should I use a template?
Use a template when your study matches a common workflow already available in the UI.
Should I edit the questions?
Yes. Smart Builder gives you a draft. Review the questions, follow-up settings, and instructions before using the study.