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AI-Assisted Self-Interview

A Campaign can let its respondents take their survey in their own AI assistant, such as Claude, instead of on the web page. The assistant acts as an interviewer that never answers. It greets the respondent, explains how the survey works and answers clarifying questions neutrally. The survey itself appears as a panel inside the chat, and the respondent clicks every answer there.

The web survey link keeps working the whole time, and a respondent can switch between the two.

Turning it on

Choose Also offer the AI assistant when you create the Campaign. The choice has no default. Offering it requires two texts, which the respondent sees on the consent screen inside the assistant:

  • Introduction: who is collecting the data, and why.
  • Consent text: what the respondent agrees to, and the lawful basis.

Beneath them the respondent always sees this fixed paragraph about the AI provider:

This survey runs through the AI assistant you connect. Every question and every answer passes through that assistant's provider (for example, Anthropic for Claude), which handles them under its own terms, not ours. Consumer AI plans usually keep chats for 30 days, and for up to 5 years if you allowed your chats to be used for training. If you would rather your answers stay with the organiser only, use the web survey instead.

What the respondent does

  1. They open their survey link as usual and choose to take it with their AI assistant.
  2. The page shows the connector address, a pairing code and an opening message, each with a Copy button. In Claude they add the connector under Customize, then Connectors, then Add connector, then Add custom connector, and enter the code when Claude asks for it.
  3. They start a new chat with the opening message. The assistant introduces the survey and shows the consent screen in the panel.
  4. After they consent, the panel shows one question at a time with real controls (choices, sliders, text boxes) and Back and Next buttons. The panel can open full screen.
  5. On the last screen they click Finish. The survey is completed and the connection ends.

A respondent who declines consent is disconnected, and their web link keeps working. The assistant learns the respondent's answers only after they consent, including answers they already gave on the web. Getting a new pairing code stops the old one and disconnects any assistant already connected or still connecting. A respondent who leaves can reconnect, even in a new chat, and continues from their current question with their answers kept.

Pairing codes and limits

  • A pairing code belongs to one respondent's survey. It can be entered more than once, so a respondent can connect a second device or re-add the connector with the same code.
  • A survey can have at most three assistants connected at a time. A respondent who reaches that limit gets a new code from their survey page, which disconnects the others.
  • An invited respondent's code works until their invitation expires. A volunteer's code works for seven days after their survey began, and only while the campaign is active.
  • Five wrong entries stop a code. The respondent gets a new one from their survey page.
  • After the survey is finished, the code and the connection stop working. The sign-in page then says the survey is complete.
  • If you pause or close the campaign, a connected respondent sees a message in the panel instead of the questions, and no answer is recorded until the campaign is active again.
  • If you turn the assistant off for a campaign, unused codes stop working and no new ones are issued. Respondents who are already connected can finish.

Not every respondent can use this channel. Their assistant must be able to show interactive panels and to add a custom connector, and some AI plans limit custom connectors or reserve them for a workspace administrator. Keep this in mind when you compare completion between modes: respondents choose the assistant themselves.

What the assistant can and cannot do

  • It cannot answer, change or skip a question. Only a click in the panel records an answer, and each screen accepts one click.
  • It reads progress (which questions are answered, and with which option) so it can talk about the survey, but it never rephrases a question, suggests an answer or comments on one.
  • An assistant that cannot show the panel tells the respondent to finish the survey on the web instead.

How it shows up in your data

Every survey records its mode:

Mode Meaning
direct The respondent took it on the web page
ai_assisted The respondent consented in the AI assistant before answering anything
field_interview An interviewer conducted it

A survey started on the web keeps direct if the respondent later moves to the assistant. Answers given in the assistant are still the respondent's own (source respondent).

Bronze datasets carry the mode in the _mode column, so you can split answers by channel. Dataset quality reports completion by mode. For each mode it shows:

  • the starters (surveys whose first question was shown);
  • how many were complete (over 80% of applicable questions answered), partial (50–80%) or a break-off (under 50%);
  • the completion rate among starters with its 95% confidence interval.

A mode with fewer than 30 starters shows the counts without a rate.