The Research plan

Everything you need to run real research.

AI-assisted authoring, conversational follow-up on open-ends, anonymous email distribution, wave-over-wave trending, and export that lands in SPSS as a finished dataset. This page is the full contents of the plan — not a summary, and not a list of what other plans are missing.

3×
Faster to first data

AI drafts the questionnaire, reviews it for bias, and flags weak questions before you field.

90%
Less time coding open-ends

Answers arrive auto-themed and quoted in a readout, instead of as a column to read by hand.

$0
Per response, own audience

Field to your own list as often as you like. Panel sample is bought separately, as needed.

Why teams choose it

What this plan is for

◈
Ask the follow-up while they're still there

The single biggest loss in survey research is the thin open-end you can't go back and probe. AI Interviewer asks in the moment, in context, so you get the reason behind the rating instead of “it's fine.”

≋
Skip the week of manual coding

Open-ends come back clustered into themes with counts, sentiment tagged, and quoted in a paste-ready executive summary. What used to be a week of tabbing is a scroll.

⤓
Hand your analyst a finished dataset

SPSS export carries variable names, value labels, and measurement levels. Run the syntax and the file opens ready to analyse — no re-declaring 60 variables by hand.

◷
Run a programme, not a series of one-offs

Link repeated runs into a series and every metric charts wave over wave. Send to a named list, track who has responded, and remind the rest — without ever tying a response back to a person.

Included

Every AI tool in the platform

Allowances are generous by design — they exist to stop runaway automation, not to meter ordinary use.

AI InterviewerBeta

When a respondent gives a thin open-end, the AI asks a follow-up in the moment — the way a moderator would. Probes are generated against the question's own context, so a one-word answer becomes something you can actually code.

Included500 probes per survey
AI Author

Describe what you need to learn and get a drafted questionnaire — question types chosen to fit, scales set, logic scaffolded.

Included200 per month
AI Reviewer

Reads a finished draft for leading, double-barrelled, and biased items, plus broken scales and missing options — each flag with a one-click fix.

Included300 per month
AI Themes

Auto-coded clusters across every open-end, so a thousand free-text answers arrive as themes with counts rather than a column to read by hand.

Included50 per month
AI Exec Summary

A paste-ready readout of the findings — what moved, what didn't, and what the open-ends say — written from the actual response set.

Included50 per month
AI Parse

Paste a questionnaire you already run — a Word doc, a competitor's export, a list in an email — and get a working survey draft to edit.

Included50 per month
Included

Employee engagement & eNPS

The area of the platform that has moved most this year.

Templates
  • ✓Employee Engagement — annual or semi-annual, with eNPS built in
  • ✓Employee pulse — 5–8 questions, monthly or quarterly
  • ✓Exit interview
  • ✓Well-being check-in — UWES-3 and K6-lite scales, credited
  • ✓Return-to-office
  • ✓Training evaluation — paired pre and post
  • ✓Recruiting & candidate experience
  • ✓Benefits enrolment & satisfaction
  • ✓Performance review — paired self and manager
Measurement & privacy
  • ✓Net Promoter Score scored on the eNPS scale — promoters, detractors, and the index, not just a mean
  • ✓Responses store no IP address, no user agent, and no email — the record is structurally anonymous, not anonymised after the fact
  • ✓Minimum-N gating — set a floor, and any filter combination that narrows below it suppresses the charts and open-text rather than rendering them
  • ✓Wave-over-wave eNPS trending, so a quarterly pulse reads as a trend line rather than four unrelated dashboards
  • ✓Listening templates ship with anonymous phrasing and no demographic block appended by default
  • ✓Fraud scoring and attention checks compose with your result filters
On the anonymity claim

The response record genuinely carries no identifying field — no IP address, no user agent, no email. That is a property of the data model, not a setting somebody has to remember to switch on, and it is a stronger position than most tools in this category can state.

Minimum-N gating closes the other half: an author who filters down to a three-person slice sees a suppression panel, not three people's free-text comments. It guards against accidental disclosure through the results interface — it is not a technical guarantee against a determined author with developer tools.

Included

The rest of the platform

Question types
  • ✓Multiple choice, checkbox, dropdown, short and long text, multi-textbox, rating, linear scale, slider, date, file upload
  • ✓Matrix, ranking, constant-sum, and image choice
  • ✓Net Promoter Score, scored as an index rather than a mean
  • ✓MaxDiff with best–worst scaling and utility scores
  • ✓Video responses — respondents record from the browser
Structure & reuse
  • ✓Conditional logic and branching
  • ✓Piping, looping, and carry-forward
  • ✓Balanced random assignment to 2–50 survey cells, with cell and study capacity caps and completed-answer quotas
  • ✓Research-grade templates across HR, brand, CX, product, events, and public opinion
  • ✓Reusable question blocks — demographics at three depths, DEI, and firmographics
  • ✓Question Bank for your own saved blocks
  • ✓Unlimited surveys, questions, and simultaneously active surveys
Fielding & distribution
  • ✓Unlimited responses from your own audience — no per-response charge, ever
  • ✓Panel access at pay-as-you-go rates, from 10 completes, with demographic targeting
  • ✓Email distribution to a named recipient list — paste addresses or upload a CSV
  • ✓Response tracking and reminders, capped at two reminders each
  • ✓Mobile-first renderer, one question per page
  • ✓Save-and-resume, so a closed tab doesn't cost you the response
Response quality
  • ✓Fraud scoring — speeder detection, matrix straight-lining, and duplicate-answer detection
  • ✓Attention checks
  • ✓Flagged responses surfaced for your review, not silently dropped, and excluded with one toggle
  • ✓Enabled per survey, so a short internal pulse isn't held to a panel study's standard
Results & analysis
  • ✓Results dashboard with per-question charts
  • ✓Survey waves — link repeated runs into a series and chart each metric wave over wave, with the delta against the previous wave
  • ✓Filter by any answer, composed with AND / OR, and share the filtered view as a URL
  • ✓Minimum-N suppression on filtered slices, with a floor you set per survey
  • ✓Individual response browser, and video responses reviewed in-dashboard
Getting data out
  • ✓SPSS — a labelled CSV plus an .sps syntax file, so running the syntax builds a finished dataset
  • ✓CSV and XLSX, in standard, condensed, expanded, or raw column shapes
  • ✓Question-summaries report as well as individual responses
  • ✓Export scoped to whatever filter you currently have applied
  • ✓Signed webhooks to Slack, Sheets, Zapier, Notion, and Airtable
Agents & API
  • ✓Build surveys with your AI agent — connect Claude or any MCP client and draft, edit, and publish by asking
  • ✓REST API covering the same actions the editor takes: create, read, update, publish, and read responses
  • ✓Personal access keys, scoped and revocable, minted from Dashboard → API Keys
  • ✓A key acts as you — same ownership, collaborator rules, and caps as the editor
Brand
  • ✓Logo, primary and accent colours, background, and custom fonts
  • ✓Saved brand kits, reusable across every survey on the account
  • ✓Theme presets
  • ✓White-label — the SurveyGenie mark comes off the respondent-facing survey
Team
  • ✓Per-survey collaboration at view or edit access — no per-seat charge
  • ✓Email invitations for collaborators, with signup handled for them
  • ✓Survey cloning and duplication
  • ✓Published surveys lock structural edits, so a live study can't change underneath its own responses
Reference

Allowances at a glance

FeatureAllowanceResets
AI Author200Monthly
AI Reviewer300Monthly
AI Themes50Monthly
AI Exec Summary50Monthly
AI Parse50Monthly
AI Interviewer probes500Per survey
Active surveysUnlimited—
Questions per surveyUnlimited—
Responses from own audienceUnlimited—
Collaborators per surveyUnlimited—
Panel completesPay-as-you-go—

Monthly allowances reset on the first of the month. The AI Interviewer allowance is per survey, so every new study starts with a full 500.

Common questions

Before you ask

Is the AI Interviewer allowance monthly, or per survey?+

Per survey. Every new study starts with a fresh 500 probed responses, so a big quarterly programme doesn't eat the allowance a smaller study needs the same month. Probes are only spent when the AI actually decides a follow-up is warranted — a well-answered open-end costs nothing.

How is this different from just adding my own follow-up question?+

A fixed follow-up fires for everyone, including the people who already answered well — which lengthens the survey and annoys your best respondents. AI Interviewer reads what was actually written and only probes when the answer is thin, then asks something specific to it rather than a generic “can you tell us more?”

If I send invites to named people, are the responses still anonymous?+

Yes, and the mechanism matters. Each recipient gets a unique invite link. When they submit, the response is stored exactly as any anonymous response would be — the invite token is never written to it, in any form, including hashed. A separate write marks that person as having responded, timestamped only to the hour. So the system knows that somebody responded, which is all a reminder needs, and cannot reconstruct what anybody said. There is no column, relation, or index linking a recipient to a response.

Can a manager work out who said what by filtering results?+

Not through the interface. Set an anonymity floor on the survey, and any filter combination that narrows below it — department plus tenure plus location, say — suppresses the charts and open-text instead of rendering them. Worth being precise with your own people: this is a guardrail against accidental disclosure in the results view, not a technical guarantee against somebody determined with developer tools.

Can I get my raw data out, or is it locked in?+

Out, in whatever shape you need. SPSS with a labelled CSV and syntax file, XLSX, or CSV — each in standard, condensed, expanded, or raw column shapes, and scoped to whatever filter you have applied. Signed webhooks push responses to Slack, Sheets, Zapier, Notion, or Airtable as they arrive. Your data is yours; there is no export gate and no vendor lock-in.

How small a study can I run on the panel?+

Ten completes is the practical minimum. Panel sample is pay-as-you-go on every plan, including Free, so there is no subscription gate on buying sample and no minimum commitment — buy as few or as many completes as the question warrants.

Do I need to buy seats for my team?+

No. Collaboration is per survey — invite a colleague at view or edit access on any study, as many as you need, with no per-seat maths. If your organisation reaches the point where everyone needs their own account with SSO and audit logs, that is the conversation to have about Enterprise.

What happens if somebody starts a survey but doesn't finish?+

Their answers autosave as they go, so a network blip or a closed tab doesn't wipe their progress — if they come back within seven days, the survey resumes where they left off. Drafts don't count toward your response total, but they stay visible on the Responses tab if you want to see where people drop off. Nothing is deleted.

What happens if I reach a monthly allowance?+

You will have seen it coming — the account page shows current usage against each allowance throughout the month. New runs of that one tool pause until the reset; everything else, including your surveys, your live fielding, and all existing results, carries on untouched. If you are regularly running into a ceiling, that is worth a conversation rather than a workaround.

Ready to field something?

Start on Research, or talk to us first if you want to walk through the employee-listening setup.