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FAQs

Written by Harshad
Updated over a week ago

Q: How do I invite or remove team members?

Inviting: Only Org Admins can invite new members. Click your profile icon → Members → enter the email address in the Enter email address field → click the + button. Once the invitation is accepted, they can collaborate immediately.

The Members screen shows your current member count against the maximum allowed under your plan. If you need to increase your member limit, contact Socialtrait support via the Chat Widget or by emailing [email protected].

Removing: In the Members list, click the delete icon next to the member's name. Only Org Admins can remove members.


Q: How do I reset my password?

On the Sign In screen at https://app.socialtrait.ai/, click Forgot your password? and follow the instructions sent to your registered email.


Q: Can I set different permissions for different members?

No. Custom permissions for individual members are not available. All members share the same baseline access — Org Admins have additional privileges including account settings, user management, credit controls, and community management.

Need multiple Org Admins in your organization? Contact Socialtrait support via the Chat Widget or by emailing [email protected].


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

Check your spam or promotions folder. If it's not there, ask your Org Admin to resend the invitation.


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

No. Once a study is launched, it cannot be paused, stopped, or edited.
You can use Duplicate as Draft from the three-dot menu to clone it and make a new version with changes.


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

Yes. Keep in mind that running many studies simultaneously may affect how quickly results are generated.


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

Your organization's account comes with communities that Socialtrait has set up based on your target market. You can use any of these for your research.
If you need a new community, contact the Socialtrait team via the Chat Widget or by emailing [email protected].


Q: How realistic are AI agent responses compared to real consumers?

AI agents are built with 50+ attributes (demographic, psychographic, behavioral) and act as rich, interactive personas. Their responses are highly lifelike and reliable — though they are simulations, not real human respondents.


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

Reports are typically generated within minutes to a few hours, depending on study size and complexity. You'll receive an email notification when the report is ready.


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

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-org users?

Yes. Use the Share option in the report view to generate a link. Anyone with the link can view the report — no login required.


Q: Can I rename or delete old reports?

Renaming is only possible after a study is completed. Open the completed study, click the edit icon next to the study name at the top left of the report, enter the new name, and confirm.

Deleting: Click the three-dot menu (⋯) on any study row from the dashboard → Delete. Org Admins can delete any study. Members can only delete their own.


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

For Org Admins: No. Unused credits expire at the start of a new billing cycle.


Q: What happens if I run out of credits?

For Org Admins: If credits run out, new studies cannot be kicked off until credits are available. Contact Socialtrait support via the Chat Widget or by emailing [email protected].


Q: Are credits refundable if a study fails?

For Org Admins: Credits are only deducted when a study completes successfully. If a study fails, the frozen credits are released back to the account.


Q: How do I get additional credits?

For Org Admins: Contact Socialtrait support directly via the Chat Widget on the platform or email [email protected]. The team will assist with your credit request.


Q: How do I submit a feature request?

Submit feature requests through the Support channel or via the Feedback section on the platform.


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

Use the platform's Chat Widget for assistance. Alternatively, email [email protected].
To access tutorials, FAQs, and support articles, click Get Help in the top-right header of the dashboard — this opens the Socialtrait Knowledge Base at help.socialtrait.ai.


Tip: If you need to report a specific study, click the three-dot menu (⋯) on the study row → Workflow ID to copy its unique identifier and share it with the support team.


Q: The Intercom chat widget isn't showing up in my browser. What should I do?

Some browsers with ad-blockers (e.g., Brave, uBlock, Adblock Plus) can block the chat widget script.

To fix:

  • Brave: Click the Shields icon in the browser address bar → toggle Shields off for this site, or allow trackers and ads for this site.

  • Extensions (uBlock / Adblock): Add the Socialtrait platform to your allow-list.

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