Step 1: Log in at https://app.socialtrait.ai/ and click + New Research on the dashboard.
Step 2: Select Focus Group Discussion (Auto).
3. Add Your Research Context
You have two ways to define the research context:
Option A — Upload a Context Brief (recommended if you have a brief document) Click "Upload a Context Brief" to upload a PDF or DOCX file. The platform will automatically parse the document and pre-populate the Research Objective field with a suggested objective. Review and edit the suggested objective before proceeding.
Note: The "Context Brief" label may appear differently for your organization - the Socialtrait team may have customized it to match your organization's terminology based on your admin's input (e.g., "Creative Brief", "Study Brief", or "Background Document").
Option B — Write the Research Objective directly Type your objective in the field (up to 5,000 characters). See tips on writing an effective research objective.
Step 4: Select your Target Audience. A modal will open showing all communities in your organization's account. Use the Search Audience bar to find a community. Click the eye icon on any card to preview community details. Select a community and click Add to confirm. If you need a new community, click + Custom Audience at the bottom of the modal. Read about audience options.
Step 5: Attach assets (optional). Upload images, videos, or text files as stimuli, or reuse previously uploaded assets from your library. Supported asset types and formats | Using the Asset Library.
Step 6: Click Next to review your setup. You can Discard, Save as Draft, or Kick-off Research.
Saving as a draft? You will be prompted to enter a name for the study before it can be saved. This is required because study names are automatically generated by AI only when a study is kicked off.
Step 7: Click Kick-off Research to launch. The study name will be automatically generated by AI once research is in progress.
You'll receive an email notification when the report is ready. You do not need to stay logged in.
📹 Video tutorial: Watch how to conduct an Auto-FGD