--- title: Conversation Checklist description: Want to make sure your Remesh Conversation is set up properly before the start time? --- [Skip to content](https://help.remesh.ai/conversation-checklist#main-content) English Show submenu for translations ![59b7eb52c29cb1fb87e1bba7bf1ef88c41152899.png\]](https://help.remesh.ai/hs-fs/hubfs/59b7eb52c29cb1fb87e1bba7bf1ef88c41152899.png?height=40&name=59b7eb52c29cb1fb87e1bba7bf1ef88c41152899.png) Open main navigation Close main navigation - English Show submenu for translations - Go to remesh.ai Go to remesh.ai How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.remesh.ai/?hsLang=en) 2. [Preparing for Your Remesh Conversation](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en) 3. [Launching Your Conversation](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#launching-your-conversation) # Conversation Checklist Want to make sure your Remesh Conversation is set up properly before the start time? Check the following so you're as prepared as can be. #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Tech Considerations** To ensure that anyone within your organization who will need to access the conversation can do so easily, we recommend reviewing these [technical considerations](https://help.remesh.ai/technology-considerations?hsLang=en). #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Onboarding Polls** Make sure you’ve created the [Onboarding Polls](https://help.remesh.ai/question-type-onboarding-polls?hsLang=en) you want participants to respond to. Remember that these polls are mandatory for participants, and are often used to create [segments](https://help.remesh.ai/segments?hsLang=en) that are used to cut the data in the analysis. #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Maximum Number of Participants** Check the Maximum Number of Participants on the Schedulepage is set to an appropriate number. Read more about the Maximum Number of Participants [here](https://help.remesh.ai/conversation-schedule?hsLang=en). #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png)** ​​​​​​​​**Quotas** You can set [Quotas](https://help.remesh.ai/quotas?hsLang=en) to get as close as possible to your desired audience, make sure these are set to your liking before your Conversation starts. #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Observer Links** Create and share Observer Links for anyone you would like to be able to view the conversation without being able to make changes using [these instructions](https://help.remesh.ai/conversation-observers?hsLang=en). #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Discussion Guide** Confirm your discussion guide is programmed to your liking. Discussion Guides can continue to be edited after publishing a Live conversation, and [certain edits can be made after publishing for a Flex conversation](https://help.remesh.ai/in-flight-edits-for-remesh-flex?hsLang=en)[.](https://help.remesh.ai/s/article/In-Flight-Edits-for-Remesh-Flex?hsLang=en) #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Recruiting Participants** If you are recruiting your own participants to join the conversation, make sure that you’ve distributed the participant link on the Audience page, provided instructions, and set expectations for when you’d like participants to join. You can read more about all this [here](https://help.remesh.ai/audience-management?hsLang=en)! If you will be tracking participants, please reference [this article](https://help.remesh.ai/tracking-individual-participants?hsLang=en) for additional information. If you are not recruiting your own participants, you can ignore this step!  #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Practice Moderation** If you are conducting a Live Conversation, we recommend practicing [moderation](https://help.remesh.ai/moderate-a-live-conversation?hsLang=en) before your event. You can do this with your own discussion guide using our [Practice and Simulation feature](https://help.remesh.ai/how-to-run-a-practice-or-demo-session?hsLang=en) or using a premade discussion guide using our [Live Simulations in the platform](https://live.remesh.chat/dashboard/live-simulations). #### **![check mark supported languages](https://help.remesh.ai/hs-fs/hubfs/check%20mark%20supported%20languages.png?width=14&height=14&name=check%20mark%20supported%20languages.png) Publish Conversation** Publishing your conversation allows participants to access the conversation and locks in certain details. You can either manually Publish your Conversation when you're sure that the research will be conducted or turn on [Auto Publish](https://help.remesh.ai/publish-a-conversation?hsLang=en#autopublish) to automatically publish your Conversation 10 minutes before the scheduled start time. You can read more about publishing [here](https://help.remesh.ai/publish-a-conversation?hsLang=en)!   Once your Remesh Conversation has been finalized and published click the Live button on the left-hand side of your screen to moderate your Live conversation or to monitor your Flex conversation. - [Getting Started](https://help.remesh.ai/getting-started?hsLang=en#main-content) - [Quick Start Guides](https://help.remesh.ai/getting-started?hsLang=en#quick-start-guides) - [Remesh Demo Resources](https://help.remesh.ai/getting-started?hsLang=en#remesh-demo-resources) - [Remy - Remesh's AI Agent](https://help.remesh.ai/getting-started?hsLang=en#remy-remeshs-ai-agent) - [Additional Resources](https://help.remesh.ai/getting-started?hsLang=en#additional-resources) - [MCP Server](https://help.remesh.ai/getting-started?hsLang=en#mcp-server) - [Preparing for Your Remesh Conversation](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#main-content) - [Creating a Conversation and Programming Details](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#creating-a-conversation-and-programming-details) - [Programming Your Discussion Guide](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#programming-your-discussion-guide) - [Question Types](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#question-types) - [Recruiting Participants](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#recruiting-participants) - [Additional Conversation Settings](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#additional-conversation-settings) - [Launching Your Conversation](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#launching-your-conversation) - [Best Practices](https://help.remesh.ai/preparing-for-your-remesh-conversation?hsLang=en#best-practices) - [Collecting Data](https://help.remesh.ai/collecting-data?hsLang=en#main-content) - [Conversation Moderation Basics (Live)](https://help.remesh.ai/collecting-data?hsLang=en#conversation-moderation-basics-live) - [Conversation Moderation Best Practices (Live)](https://help.remesh.ai/collecting-data?hsLang=en#conversation-moderation-best-practices-live) - [Monitoring Your Data (Flex)](https://help.remesh.ai/collecting-data?hsLang=en#monitoring-your-data-flex) - [Analyzing Your Data](https://help.remesh.ai/analyzing-your-data?hsLang=en#main-content) - [Getting Started Analyzing](https://help.remesh.ai/analyzing-your-data?hsLang=en#getting-started-analyzing) - [Remesh Definitions and Metrics](https://help.remesh.ai/analyzing-your-data?hsLang=en#remesh-definitions-and-metrics) - [Understanding the Big Picture](https://help.remesh.ai/analyzing-your-data?hsLang=en#understanding-the-big-picture) - [Finding Themes in Qualitative Data](https://help.remesh.ai/analyzing-your-data?hsLang=en#finding-themes-in-qualitative-data) - [Diving Deeper](https://help.remesh.ai/analyzing-your-data?hsLang=en#diving-deeper) - [Exporting Data](https://help.remesh.ai/analyzing-your-data?hsLang=en#exporting-data) - [Additional Tools and Features](https://help.remesh.ai/analyzing-your-data?hsLang=en#additional-tools-and-features) - [Remesh Workspace and Settings](https://help.remesh.ai/remesh-workspace-and-settings?hsLang=en#main-content) - [Workspace Management](https://help.remesh.ai/remesh-workspace-and-settings?hsLang=en#workspace-management) - [Organizing Conversations](https://help.remesh.ai/remesh-workspace-and-settings?hsLang=en#organizing-conversations) - [Settings](https://help.remesh.ai/remesh-workspace-and-settings?hsLang=en#settings) - [Use Cases and Problems Solved by Remesh](https://help.remesh.ai/use-cases-and-problems-solved-by-remesh?hsLang=en#main-content) - [Use Cases](https://help.remesh.ai/use-cases-and-problems-solved-by-remesh?hsLang=en#use-cases) [![remesh-logo.png](https://help.remesh.ai/hs-fs/hubfs/Remesh_Logo_WHITEBG-01-1.png?width=150&height=29&name=Remesh_Logo_WHITEBG-01-1.png "remesh-logo.png")](https://remesh.ai/) remesh.ai Help Center Copyright © 2025, Remesh Inc.