Focaldata AI follows a standard end-to-end workflow, sometimes called the “happy path”. The platform generates reviewable artefacts at each stage, you approve a small set of high-impact checkpoints, and fieldwork runs with enforced guide adherence and quality controls. Iteration is expected throughout. Each stage supports a propose–review–revise loop: rather than making ad hoc changes mid-fieldwork, you revise the relevant artefact (brief, guide, or audience) and proceed again through review.Documentation Index
Fetch the complete documentation index at: https://docs.focaldata.com/llms.txt
Use this file to discover all available pages before exploring further.
The workflow
Define the decision and research intent
Clarify what decision the research will inform and what you need to learn to move forward. The highest-resolution starting point is often the decision itself, not a fully formed research plan.
Create a research brief
Translate your question and context into structured objectives, constraints, and success criteria. Learn more →
Generate a discussion guide
Design a structured conversation aligned to the objectives and any stimulus, that can be run consistently across interviews. Learn more →
Define the audience and assess feasibility
Specify who to speak to and check whether that audience can be recruited within budget and timeline. Learn more →
Confirm cost and timelines
Review indicative cost and fieldwork timing based on the audience definition and sample size. Learn more →
Launch
Confirm the design is coherent and ready to go live, locking key elements before fieldwork begins. Learn more →
Data collection
Conduct AI-moderated qualitative interviews following the approved discussion guide. Learn more →
Analysis and reporting
Explore transcripts, surface themes and tensions, and produce structured outputs grounded in verbatim evidence. Learn more →
At a glance
| Stage | What you’re achieving | What you produce |
|---|---|---|
| Define intent | Clarify the decision this research will inform | Clear research intent |
| Create brief | Convert objectives into a fieldable plan | Approved brief |
| Generate guide | Create the interview structure | Approved discussion guide |
| Define audience | Specify who to recruit and assess feasibility | Audience specification |
| Launch study | Commit to fieldwork | Live study |
| Data collection | Conduct interviews | Complete transcripts |
| Reporting | Produce decision-ready deliverables | Final report |
Where changes go
When scope changes are required, the workflow returns to the relevant artefact stage and proceeds again through review and confirmation. This keeps changes auditable and prevents uncontrolled drift between interviews.Human approval checkpoints
Projects advance through explicit checkpoints that concentrate judgment where it matters: validating objectives, approving the audience and screener, approving the guide, and confirming the project summary at launch.