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Customer Webinars

• Customer Webinar Spring Release '25
• Customer Webinar Winter Release '24
• Customer Webinar Fall Release '24
• Customer Webinar Summer Release '24
• Customer Webinar Spring Release '24
• Customer Webinar Fall Release 23
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Product Walkthrough Videos

• Genie Fall '24 Enhancements Walkthrough
• Project Setup Wizard Walkthrough - Flexpot & Ad Hoc Experience
• Project Setup Wizard Walkthrough - Unlimited Subscription Experience
• New Project Setup Experience Fall '23 Enhancements Walkthrough
• User Dashboard Fall '23 Enhancements Walkthrough
• Mobile Screen Share Feature Walkthrough
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Product Release Notes 2025

• January 15th 2025 Release Notes

Product Release Notes 2024

• October & November 2024 Release Notes
• September 2024 Release Notes
• July & August 2024 Release Notes
• June 2024 Release Notes
• April & May 2024 Release Notes
• February 2024 Release Notes
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Product Release Notes 2023

• December 2023 Release Notes
• November 2023 Release Notes
• September 2023 Release Notes
• August 2023 Release Notes
• July 2023 Release Notes
• June 2023 Release Notes
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Product Release Notes 2022

• December 2022 Product Release Notes
• November 2022 Product Release Notes
• October 2022 Product Release Notes
• September 2022 Product Release Notes
• August 2022 Product Release Notes
• July 2022 Product Release Notes
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Respondent Resources

• Tech Check Guide for Respondents
• Joining a Live Interview as Research Respondent
• Research Respondents Meeting Room Features
• Respondent Mobile Screen Sharing
• Respondent Guide to Signing Consent Form
• Self Captures for Research Respondent

Respondent Troubleshooting

• Help! This page tells me "The Interview is Over"
• How to Dial In With Your Phone as your Audio Source - Respondent
• Self Support for Respondents

Reward & Incentive

• How do I get my Reward/Compensation?
• How Do I Claim My Reward?

My Account

• Change/Reset Your Password
• Create an Account
• How to Update Your Profile Timezone

Live Research

• Allowing Microphone and Camera access
• Live Support
• Test Your Camera and Microphone
• The Importance of Submitting Feedback After Your Discussion on Discuss
• Troubleshooting Common Audio/Video Issues

Devices, Browser & Connection Issues

• Reading Results of Tokbox Pre-Call Test
• Clearing Your Cache
• Bandwidth Requirements
• Echo or Other Audio Feedback
• Fixing camera issues in a Mac (OS X)
• How To Check If You Have A Proxy Setup In Your System
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Research Portal

• How to View Your Projects
• Supported Languages for Human Transcription

Mobile UX

• Can the Mobile Screen Share App Show Taps/Touches?
• How to Show Taps for Mobile Screen Sharing on Android

General Information

• Discuss Live Meeting Room Overview
• Discuss Project Portal Overview
• Respondent Hub Overview
• Self Captures Overview
• Self Service Training Manual
• How to Manage Your Own Project - DIY

Instructor-Led Training

• Platform Technical Trainings (Paid)
• DIY Paid Trainings
• What type(s) of training do I need?
• Discuss Training Options

Onboarding Collection

• Consecutive Translator Training
• Simultaneous Translator Training
• Recruiter Onboarding
• Moderator Onboarding

Getting Started with Discuss Live

• What are the Device and Network Settings
• What is Live Tech Support
• System Requirements For Moderators
• System Requirements For Simultaneous Translators
• System Requirements For Consecutive Translators
• System Requirements For Respondents
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Joining the Discuss Live Meeting Room

• Joining an Interview as a Moderator
• Joining an Interview as a Simultaneous Translator
• Joining an Interview as a Consecutive Translator
• Joining an Interview as a Respondent
• Managing Participant For Session Without Live Support

Meeting Room Functions

• Meeting Room Functions For Moderators
• Meeting Room Functions For Observers
• Meeting Room Function For Respondents
• Meeting Room Functions For Simultaneous Translators
• Meeting Room Functions For Consecutive Translators
• Meeting Room Chat
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Project Overview

• Quick Overview Of Your Project
• How To add Collaborators, Editors, Viewers & Recruiters
• How To View Upcoming Interviews

Interview Materials

• How To Use Interview Polls
• How To Use & Edit Video Test Question (Video)
• How To Create Self Captures Activity
• How to Edit & Customize your Self Captures Activity
• How To Manage Self Captures Activity Settings
• How to Launch & Send a Self Captures Activity
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Respondent Hub

• How to access the Respondent Hub
• How To Add/Edit Respondent Information
• How To Delete Respondent In The Respondent Hub
• How To Send Invites to Respondent
• Consent Forms to Tech Check - Assign
• How To Edit or Translate Respondents Invites & Templates
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Insights Hub

• Live Research Recordings
• How to Download or Share Interview Recordings, Clips & Highlight Reels
• How to Create Video Clips/Snippets from Your Interviews

Supporting Your Own Interviews

• How to Prepare Recruits for An Interview
• How To Support Your Own Interviews
• Managing Respondents For Sessions Without Live Support
• How To Troubleshoot Interviews

Respondent Hub Training for Vendors

• Managing Self Captures As A Recruiter
• Respondent Hub
• How to Access Discuss Respondent Hub
• Technical Requirements for Respondents
• How To Add/Edit Respondents in the Respondent Hub
• Best Practices For Recruiters
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Getting Started

• Submitting a Project for Unlimited Seat Based Subscription
• Project Start Wizard
• Onboarding Series - Launch Your Project
• System Requirements
• Submitting a Project for Flexpot and Ad Hoc users
• Kick Off Your First Project
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Global Research Services

• Discuss Global Qual Research Services
• Discuss Logistics Coordinator Responsibilities
• Discuss Project Manager Responsibilities
• Global Recruitment
• Live Support
• Screener Writing Services
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Organization Admin Resources

• Manage Organization Settings
• Assigning a Project to a Specific Team
• Managing Organization Researchers & Viewers
• Managing Project Collaborators, Editors & Viewers
• Establish Whitelabel or SSO
• Manage Your Team
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Security, Data & Privacy

• Data Privacy for Genie
• Data Retention
• GDPR - Respondent Privacy and PII
• General Data Protection Regulation (GDPR) - Frequently Asked Questions
• Market Research in Germany
• Privacy and Security - Respondent Privacy and PII
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Viewer

• What is the Viewer Role
• Accessing Session Recordings on Discuss: A Guide for Viewers
• Viewing Password Protected Research Insights

Observing an Interview

• Guide for Observing on a Mobile Device
• Qual Research Guide for Observers

Research Setup

• Easy Research Start
• Discuss Features Overview
• Account & Project Members
• Getting started with your Project Overview
• Project Level Permissions
• Project Settings For Live Qual Research

Project Settings

• Project Settings For Live Qual Research
• How Self Captures Explicit Filtering Works
• How to Rename Your Project
• How to Manage Your Project's Privacy Settings
• Allow/Restrict Respondent to Join Sessions for a Mobile/Tablet
• How to Enable Audio-Only Interviews
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Scheduling & Screening

• Schedule, Edit or Delete Your Interviews
• Customize Interview Invites
• Send Interview Invites to Moderators, Observers and Translators
• Invite & Assign Recruiters
• Screener Information A Guide For Researchers
• How to Edit the Video Test Question

Device Testing and Self Support

• Self-Service Support for Moderators
• Test My Audio, Video, or Connection - Moderator Guide
• Your Personal Meeting Room For Testing, Onboarding & Debriefing
• Interview Best Practices for Moderator

Live Qual Research

• A Guide to Consent Forms for Researchers
• Chatting during Live Qual Research
• Customize & Gather Interview Takeaways
• Interactive Discussion Guide
• Interview Polls Guide for Researchers
• Live Qualitative Market Research Stimuli & Supported File Type
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Async Qual Research

• FAQ - Self Captures
• How to Track Labels in Your Self Captures Activity
• Manage Self Captures Submissions : Best practices for Researchers and Recruiters
• Self Captures Guide for Researchers
• Sending Async Research Activities: Tips for Recruiters and Researchers
• Translation for Async activities
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Off-Platform Research

• Uploading Off-Platform Research

Researcher Insights

• Handling Adverse Event Reporting in Medical Research
• Summary Guidelines
• Access & Download Interview Takeaways
• Save Moment, Key Themes & Sentiment Analysis for Live Research
• Genie for Interview Summaries, Questions, Themes, Quotes and Recaps
• Highlight Reels for Qualitative Research
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Researcher FAQs

• Basic Troubleshooting for Moderators - Moderator Guide
• Editing Account Name
• How Many Observers Can View My Session?
• How to Admit Observers Into a Live Session
• How To Check Who From Your Observers Joined The Session
• How to Edit the Length and Name of an Interview
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Recruiter Essentials

• Respondent Hub Overview
• Tech Checks Guide for Recruiters : Sending and Reviewing Status
• Respondent Management Videos Series
• A Guide to Consent Forms for Recruiters
• Sending Async Research Activities: Tips for Recruiters and Researchers
• Manage Self Captures Submissions : Best practices for Researchers and Recruiters

Respondent Hub FAQs

• Adding a Time Zone for Respondents
• Adding/Editing Respondent Data in the Respondent Hub
• How to Check the Status of a Session in the Respondent Hub
• How to Send Respondent Pre-session Requests and Invites in Multiple Languages
• How to Set Your Respondents as a Main or a Backup
• Identifying Repeat Participants
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Simultaneous Translator

• Simultaneous Translator Essentials
• Simultaneous Translator Onboarding Videos
• Simultaneous Translator Using A Phone

Consecutive Translator

• Consecutive Translator Essentials
• Consecutive Translator Onboarding Videos

Translator Feature FAQs

• Simultaneous & Consecutive Translator
• Change Translation Settings for an Interview in Progress