User research intake that makes sessions productive
Research works when you know who you are talking to. A short intake captures participant context so sessions go deeper.
What is a user research intake form?
A user research intake form is a questionnaire that documents participant profile, goals, and constraints for research planning.
Pain points
- Sessions spent on basic context
- Participants mismatched to topics
- No record of research constraints
How Intakly helps
- Capture profile and goals upfront
- Use AI summaries to segment participants
- Keep intake linked to research notes
Who this is for
- Research
- Product
- Design
FAQ
- Is this different from UX testing participant form? Yes. Research intake collects broader context. UX testing focuses on tasks and environment for testing sessions.
- Does this collect sensitive data? No. Keep the focus on context useful for research, not identifiers.
- Does AI help with segmentation? AI groups participants by goals and constraints to plan sessions.
Details
What this use case is
This use case captures participant context for productive research sessions. It keeps planning simple and consistent.
How AI Intake Forms helps
AI summarizes profiles and goals, making segmentation easier for research.
Key benefits
- Better participant matching
- Faster planning with fewer assumptions
- Clear link between intake and session notes
Example workflow
- Participants complete the research intake form.
- AI summarizes profiles and goals.
- Researchers plan sessions based on segments.
- Notes link back to the intake for future studies.
- Records remain searchable over time.
Call to action
Use a user research intake form to plan sessions that go deeper, faster.