Video Quick Start Guide

Overview

Below are a series of video guides through specific areas of our platform. We recommend watching in order if you are brand new to the platform, or skipping to specific content based upon need.

Included in this Article

• Getting Started
• Product Offerings
• Building Your Conversation
• Programming Your Conversation
• Preparing for your Conversation
• Moderating Your Live Conversation
• Analysis Overview
• Account Management

Getting Started

• How do you login?
• What does the Remesh Dashboard look like?
• How can you start collecting data?

Additional Resources:

• Written Quick Start Guides

• What are Remesh's product offerings and core functionality?
• When should each of these be used?

Additional Resources:

• Quick Start Guides (Live, Flex, Data Import, Flex + Recruit)
• Convert a Live Conversation to a Flex
• Multi Language Conversations

Building Your Conversation

• What settings will you have access to as you build your Remesh Conversation?
• What ways can you share a link with participants?
• What are segments?

Additional Resources:

• Create a Conversation
• Audience Links
• Segments
• Quotas

Programming your Discussion Guide

• What are the different ways to program a Remesh Discussion Guide?
• What is the recommended Discussion Guide programming method for first time users?

Additional Resources:

• Question Types
• In-Platform Discussion Guide Builder
• Upload Discussion Guide Word Document

Preparing for your Conversation

• What should I check before my Conversation begins collecting data?
• How can I practice my Conversation before sharing with my invited participants?
• How can I share the Conversation using Observer Links?

Additional Resources:

• Conversation Checklist
• Practice Conversation

Moderating Your Live Conversation

• How do you publish a Conversation?
• How do you analyze while the Conversation is collecting data?
• How do you ask follow up questions during a Live Conversation?

Additional Resources:

• Moderate a Live Conversation

Analysis Overview

• What is a recommended analysis flow?
• What analysis tools can you use to build a report?
• What analysis tools can you use to identify themes?

Additional Resources:

• Analysis Results
• Summarize
• Auto Code

Managing Your Workspace

• What is a workspace administrator?
• How can you create new teams and add new users?
• How can you change your workspace settings?

Additional Resources:

• Generative AI/Large Language Model Permissions