Learn the basics of Remesh Flex which allows your audience to share their thoughts at their own pace, using AI to unlock rich, scalable insights.
Overview
In this guide, we will walk through the basics of how to get started with Remesh Flex. Remesh is an an AI-powered insights platform helping the world's most innovative brands unlock rich, scalable insights in record time. If you have never interacted with the Remesh platform before, it may be helpful to review a demo video of our Flex offering. We have a video specific to Employee Research and one specific to Market Research.
In addition, Remesh has two product offerings: Live and Flex. In this guide we will be covering how to get started with our Flex offering, if you'd like to get started with our Live offering, click here.
Included in This Article
- Logging In
- Building the Conversation
- Monitoring Your Flex
- Post Conversation Analysis
- Reopening an Ended Flex Conversation
- Next Steps
- Frequently Asked Questions
Logging In
You can log in to the platform here. We recommend bookmarking this link so you can easily come back to it!
Note: If you have not yet received an email invitation to create your Remesh account, please reach out to your Workspace Administrator for access. If your organization does not yet have Remesh access, please get in touch!
Step 1: Building the Conversation
Building a Conversation in Remesh is like setting your foundation. It allows you to customize the participant experience and outline questions you'll ask throughout your conversation.
Best Practices:
- You can create your Billable Conversation at any time and continue coming back to make edits over time. As you edit your conversation, the participant link will not change.
- You can create as many Non-billable Conversations as you'd like to practice the functionality outlined in the video above.
- For first time users who have Large Language Model features enabled, we recommend using our Word Upload feature which allows you to program an outline of a discussion guide and our platform translates this into Remesh format.
- Check out our discussion guide best practices for all our recommendations!
Additional Resources:
- How to Program Your Discussion Guide
- Remesh Question Types
- Recruitment Best Practices: Market Research
- Recruitment Best Practices: Employee Research
- Conversation Checklist
Monitoring Your Flex
Once you've Published your Conversation and your scheduled start time has passed, participants will be able to access your Conversation and begin submitting their responses. You are able to monitor your data in a few different ways.
- On the Summary Tab: By clicking on the Summary Tab you're able to monitor participation, termination and any Quotas you have set.
- On the Live Tab: On the Live tab, you're able to see an overview of responses that have been submitted. Additional Analysis tools are unlocked after the Conversation has stopped collecting responses.
- By Downloading Data: While your Flex is collecting responses, you an download partial data in CSV format to do initial analysis or share updates with your key stakeholders.
Best Practices:
- You can practice monitoring your Conversation and preview the participant experience with your own discussion guide, to learn more click here!
- As you are monitoring your data, you can make limited changes to your discussion guide as needed.
- Your Conversation will automatically end at the scheduled date and time. You are able to adjust the end date and time while the Flex is collecting responses, or end your Conversation early.
Additional Resources:
Post Conversation Analysis
Once you have ended your Conversation, you will immediately have access to a variety of Analysis tools. Before digging into analysis, we recommend taking a look through our Analysis Tools Overview. Below are a few we recommend getting started with.
- Summarize: Generate initial summaries from your open end data (Requires LLM Features to be enabled)
- Auto Code: Automatically tag and organize themes from open end responses (Requires LLM Features to be enabled)
- TopLine PowerPoint Download: Download our Topline PowerPoint which generates a handful of slides for each question and can quickly be edited and shared with key stakeholders. Pair this with Summarize to add an automated executive summary as well!
- Post Conversation Analysis Results: Dig into data deeper on a question by question basis.
Reopening an Ended Flex Conversation
Once your Flex Conversation has ended, you may find a need to reopen this Conversation so participants can continue to collect data. This can be done using the instructions here, this option will be available for 24 hours following your initial Conversation end data and time.
From a contract and bill perspective, if you are utilizing Remesh on a Conversation-based subscription, reopening an ended Flex Conversation will count as one Conversation. If you are unsure, reach out to your Remesh Account Director for clarity.
Next Steps
With these resources at your disposal, you're well on your way to orchestrating impactful discussions and extracting meaningful insights! If you have not already, we recommend creating your first Conversation then feel free to reach out to our team if you have questions!
Frequently Asked Questions
- How do I sign up for a Remesh account?
To gain access to a Remesh account, you will need to be invited by an existing Workspace Administrator. Please reach out to your Workspace Administrator to receive an invitation to create your account. If your organization does not yet have Remesh access, please get in touch! - I think I already have an account, but I don't remember my password. What should I do?
You can find information about how to reset your password here.