Recruit With Remy

This article is relevant to our Live and Flex Conversations. You can find more information about our product offerings here.

Please note, this feature is being released June 29th!

Remy can help you recruit participants for your conversation directly from the chat. Ask Remy to generate unique participant links or set up Remesh Recruit / ODR recruitment criteria, so you can get your study into the field without building the audience by hand.

Overview

Once you have a conversation, Remy can help you get participants into it. You can run each step on its own or chain it with other Remy actions in a single request.

Ask Remy to	What it does
Add unique links	Generates unique participant links for the conversation.
Set up recruit	Sets recruitment criteria so you can recruit a sample. This enables Remy to use the following existing feature: Remesh Recruit

Getting Started

To recruit with Remy you need:

Generative AI (LLM) enabled for your Workspace and at least one team
On Demand Recruit credits
A Conversation, either created through Remy or in the platform.

Add Unique Participant Links

If you are recruiting on your own and will be tracking participants, you can ask Remy to generate unique participant links for a conversation. Unique links give each participant their own link, which is useful for tracking responses and for controlling who joins.

Set Up On Demand Recruit

Ask Remy to set up Remesh Recruit criteria so you can recruit a sample without building the audience by hand. Simply ask Remy to help you with recruitment, it will prompt you to share your audience demographics, then it will translate these into Remesh Recruit criteria, input into your Conversation.

Combining Steps and Related Actions

You can ask for several actions in a single message, and Remy runs them in a sensible order. This includes Remy's build and conversation-type actions, so you can go from creating a conversation to ready-to-field in one request.

Create a Flex called Pricing Test and set up recruit
Build it from this DG, add unique links, and set up recruitment

If one step fails, Remy reports which step failed and what it completed, so you know exactly where things stand. When everything is ready, publish the conversation from the Build page.

Example Prompts

What you want	Example prompt
Add unique links	Add unique participant links to this conversation
Setup recruit	Set up recruit for this conversation
Recruit on a new conversation	Create a Flex called Pricing Test and set up recruitment
Build then recruit	Build it from this DG, add unique links, and set up recruit

Frequently Asked Questions

Can Remy launch my study or publish the conversation?
No. Remy sets recruitment up. You publish and launch from the Build page when you are ready.
Where do the recruitment criteria I set with Remy show up?
In the conversation's recruitment configuration, where you can review them before going into the field.
Can I recruit on a conversation I already created in the UI?
Yes. Point Remy at the conversation and ask it to add unique links or set up recruitment.
Can Remy build the conversation too?
Yes. Building a conversation is a separate Remy capability. See Create Your Conversation.