Create a survey from your description or document

You can create a market research survey in minutes by describing your study objectives or uploading an existing questionnaire. When you upload a document, AI Helper turns its questions, answer options, and text into a high-fidelity survey you can review and refine, with little adjustment needed after the import.

You can use this with Conjointly’s research tools and question types, whether you are starting a new experiment or updating an existing one.

The feature is available on all licence tiers with unlimited usage for Professional and Ultimate plans (subject to fair use), provided your organisation has not disabled LLM features.

Create a survey from research descriptions

Creating a survey from plain-language descriptions is ideal when all you have is a topic, a research objective, or a handful of research questions. Here is how:

1. On the Launch a new experiment page, access the AI Helper tab on the right side of the screen.

2. Click the Create survey button or type your request directly into the chat box below.
3. Input your research context, target audience, study goals, and any specific experiment types or questions you already know you want. For example, Create a conjoint analysis survey about ready-to-drink coffee products. You may also include your desired attributes and levels.
4. AI Helper generates the complete survey structure, including relevant question types, answer options, and other necessary configurations.
5. Save the generated survey by clicking the Save changes button.

Create a survey from a questionnaire document

When you have an existing questionnaire specification document, upload it to create an experiment without rebuilding every question by hand. Here is how:

1. On the Launch a new experiment page, access the AI Helper tab on the right side of the screen.
2. Upload your question specifications by clicking on the icon or by dragging and dropping your files directly into the interface.
3. Add any additional instructions in the same prompt or a follow-up message. You may specify to import the whole document, or ask for specific question numbers or sections.
4. The functionality automatically maps your questions to native question types and carries over the wording and formatting as closely as possible.
5. Save the generated survey by clicking the Save changes button.

The functionality supports a wide range of standard document and data formats:

• Documents: Word (.doc, .docx), PDF (.pdf), Rich Text (.rtf), OpenDocument Text (.odt), and Plain Text (.txt).
• Structured Data: JSON (.json), XML (.xml), CSV (.csv), and Markdown (.md).
• Survey platform exports: Qualtrics Survey Format (.qsf).

You can use this functionality to recreate your surveys from other platforms like Qualtrics, Alchemer, QuestionPro, and SurveyMonkey on Conjointly. If your questionnaire is in a format not listed above, get in touch to share details about it with the Conjointly team.

Please note:

• Most standard documents convert within 2 to 5 minutes. Files rich in images or complex formatting require additional processing time.
• Unmapped document elements default to an Intro Text placeholder.
• Generated surveys are not automatically saved. Save your draft before navigating away or closing the browser window to avoid losing progress.
• Display logic, skip logic, quotas, and platform-specific settings may not carry over. Review and add these manually after import.

Edit existing surveys using AI Helper

You can also apply any of the methods above to edit an existing survey. Simply click the AI Helper button in the top-right corner of your screen to access the functionality.

The same functionality is also available directly in the survey editor. Click Add question, open the Paste or type your questions tab, paste your questions or describe what you need, then click Create.

Beyond text descriptions and document imports, you can also use the following built-in tools to make your survey editing faster and more precise.

Upload and insert image assets into your survey

Follow these steps to embed images into specific questionnaire elements or experiment blocks:

1. Attach image files (.jpg, .jpeg, .png, .webp, .svg) by clicking on the icon, or drag and drop them into the interface.
2. Add any additional instructions in the same prompt or a follow-up message. You may specify where each one goes, such as question text, an answer label, an experiment stimulus, or a discrete choice conjoint level, and it will be placed there automatically.

Show what to change with a screenshot

Instead of describing layout changes in text, show the changes required visually through these steps:

1. Click the icon to capture what you are currently viewing.
2. Use the icon to draw on the capture, circling the specific question, setting, or element to change.
3. Allow your browser to share the tab or window if prompted.
4. Send the annotated image with your request so the edit lands on the element you marked.

Below is an example of uploading images into the AI Helper and using an annotated screenshot to insert them directly into a question. Because responses are generated by an LLM, exact phrasing and execution details may differ slightly per session.

Request: Uploaded images with annotated screenshot

Result: Applied images in the survey builder

Next steps

After generating or editing your survey, review your survey question wording, choice options, and overall flow to confirm all elements and formatting align with your requirements.

Run the automated survey script review tool to check for typos, missing skip logic, or structural errors before launch.