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FAQs

Harshad avatar
Written by Harshad
Updated over 3 months ago

Q: How do I invite or remove team members?

A: Inviting Members:

Only Admins can invite new users. From the dashboard:

  1. Click your profile → Members.

  2. Enter the email address of the person you want to invite.

  3. Send the invitation. Once accepted, they can start collaborating immediately.

Removing Members:

Admins can remove users by going to the Members section and deleting the selected user.

Q: How do I reset my password?

A:

  1. Click Forgot Password.

  2. Follow the instructions sent to your registered email to reset your password.

Q: Can I set different permissions for different members?

A: No, custom permissions for individual members are not available.

  • Admins: Have full control over research, users, and account settings.

  • Users: Can create and manage their own projects but cannot access account-level settings or manage other users.

All members have the same baseline access, with Admins having additional privileges.

Q: I didn’t receive my invite email. What should I do?

A: Check your spam or promotions folder. If it’s not there, ask your Admin to resend the invitation.

Q: Can I edit or stop a study after launching it?

A: No, once a study is launched, it cannot be paused, stopped, or edited.

Q: Can I run multiple studies at the same time?

A: Yes, you can run multiple studies simultaneously. Keep in mind that running many studies at once may affect response times when generating results.

Q: Can I build or customize my own target audience?

A: Yes. During research setup, you can:

  • Select from pre-defined audiences.

  • Build a new audience by choosing demographics, generation, and interests.

  • Request a custom AI community via managed services.
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Q: How realistic are AI agent responses compared to real consumers?

A: AI agents are designed with over 50 attributes (demographic, psychographic, behavioral) and act like interactive personas. Their responses are highly lifelike and reliable, though they are still simulations.

Q: How long does it take to receive a completed report?

A: Reports are typically generated within minutes to hours, depending on study size and the number of attached documents. Users receive an email notification when the report is ready.

Q: In what formats can I export or share reports?

A: Reports can be previewed online, downloaded as PDFs, or shared via a generated link accessible to anyone with the link.

Q: Can I share reports with non-Socialtrait users?

A: Yes, use the Share link option to generate a link for external collaborators.

Q: Can I rename or delete old reports?

A: Yes. Completed reports can be renamed. To delete, go to the dashboard and click the three-dot menu → Delete.

  • Admins: Can delete any report.

  • Users: Can only delete their own reports.

Q: Do unused credits roll over to the next billing cycle?

A: No. Unused credits expire at the start of a new billing cycle.

Q: What happens if I run out of credits mid-project?

A: The project will pause until credits are available. You can wait for the next billing cycle or purchase a top-up.

Q: How do I purchase additional credits (top-ups)?

A: Contact the Socialtrait Sales team to request additional credits. They are added to your Wallet immediately.

Q: Are credits refundable if a study fails?

A: Credits are only deducted when a study completes successfully. While a study is in progress, the required credits are frozen and cannot be used elsewhere.

  • If the study completes successfully, the credits are deducted.

  • If the study fails, the frozen credits are released back to your account.

Q: How do I submit a feature request?

A: You can submit feature requests through the Support channel or via the Community/Feedback section on the platform.

Q: How can I get support if I’m having trouble accessing the platform?

A: First, try using the platform’s chat bot for assistance. If the chat bot isn’t available, you can email us at [email protected]. To find tutorials, FAQs, and support articles, go to Profile > Get Help inside the platform. This gives you quick access to our Knowledge Base anytime you need guidance.

Q: Why doesn’t the Intercom chat widget show up in Brave (or with ad-blockers)?

A: Browsers with built-in or extension ad-blockers (e.g., Brave, uBlock, Adblock Plus) can block the Intercom widget script. To fix:

1. Disable blocking for our site

  • Brave: Click the 🦁 Shields icon → toggle Shields down for this site (or allow “Trackers & ads” for this site).

  • Extensions (uBlock/Adblock): Add our site to the allow-list/“Not filter” list.

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