> ## Documentation Index
> Fetch the complete documentation index at: https://docs.exoid.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Key concepts

> The Exoid vocabulary: workspaces, campaigns, blocks, question codes, quotas, credits and the three stages of a campaign.

Before you build your first study, it pays to nail down a few terms. These are the words you'll meet everywhere in the platform and in this documentation: learn them once and you'll save yourself confusion later.

The objects nest: a workspace holds your campaigns, a campaign is a flow of blocks, and what comes back from respondents splits into three kinds of response.

```mermaid theme={"dark"}
%%{init: {'theme':'base','themeVariables':{'fontFamily':'ui-sans-serif, -apple-system, system-ui, sans-serif','fontSize':'15px','lineColor':'#8891C7','primaryColor':'#4252FF','primaryTextColor':'#FFFFFF','primaryBorderColor':'#4252FF','clusterBkg':'transparent','clusterBorder':'#8891C7','titleColor':'#6B78FF','tertiaryTextColor':'#6B78FF','edgeLabelBackground':'transparent'}}}%%
flowchart LR
  W["Workspace"] --> C["Campaign"]
  C --> B["Blocks"]
  C --> R["Responses"]
  R --> RN["Normal"]
  R --> RS["Screened out"]
  R --> RD["Discarded"]

  classDef primary fill:#4252FF,stroke:#4252FF,color:#FFFFFF,rx:8,ry:8
  classDef step fill:#6B78FF,stroke:#6B78FF,color:#FFFFFF,rx:8,ry:8
  classDef soft fill:#2B34B8,stroke:#2B34B8,color:#FFFFFF,rx:8,ry:8
  classDef ghost fill:transparent,stroke:#8891C7,stroke-dasharray:4 4,color:#8891C7,rx:8,ry:8

  class W step
  class C primary
  class B step
  class R primary
  class RN,RS,RD soft
```

## The platform glossary

| Concept                  | In one line                                                                                   |
| ------------------------ | --------------------------------------------------------------------------------------------- |
| Workspace                | Your organization's space: campaigns, members and settings.                                   |
| Campaign / study         | A single study, with a name, a status and a flow of blocks.                                   |
| Block                    | The smallest unit in the Builder: a question, a message or an ending screen.                  |
| Question code            | The identifier of a question, used across results, exports, filters and scripts.              |
| Canvas                   | The node view where you design the flow.                                                      |
| Linear Builder           | The alternative linear view: question list, preview and configuration.                        |
| Condition                | The rule that routes the respondent down different paths.                                     |
| Context variable         | A dynamic value `{{name}}` inserted into the interview texts.                                 |
| Respondent               | The person who answers the interview.                                                         |
| Quota                    | The maximum number of completes for a given answer profile.                                   |
| Credits                  | The pay-as-you-go balance, used mainly for panel recruiting.                                  |
| Advanced statistics mode | The setting that unlocks variables, logic expressions, visibility conditions and SPSS export. |

<AccordionGroup>
  <Accordion title="Workspace" icon="building-2">
    In Exoid every company works inside a workspace: the space where studies are created, collaborators are managed and data is analyzed.

    A workspace has a name, a logo, a billing country and a list of members with different roles. Every campaign belongs to a workspace, and so do its credits and its plan limits.

    The side menu of the workspace is Dashboard, Members, Docs, Settings and Support.
  </Accordion>

  <Accordion title="Campaign / study" icon="file-text">
    The campaign is your study. It has an identifying name, a status and a flow of blocks.

    There are three statuses:

    * **Draft** — the initial status. The interview is not accessible to respondents.
    * **Live** — the interview is public and can be answered through the link or your distribution channels.
    * **Closed** — deactivated manually or when the limits you defined are reached. It stays visible but accepts no new responses.
  </Accordion>

  <Accordion title="Block" icon="rows-3">
    The block is the unit of the Builder. It can be a question (multiple choice, slider, rating, matrix and so on), a non-interactive informational message or an ending screen.

    Every block has an exit point at the bottom and an entry point at the top. Drag the connector from one block's exit to another block's entry to define the interview path.
  </Accordion>

  <Accordion title="Question code" icon="hash">
    Every question carries a code — `Q1_AGE`, `SQ_HYPE_CUSTOMER` — that you set in the block options. It is the name the question answers to everywhere else: the response table columns, the export files, the filters and comparison clusters in the results, and the `questions.<CODE>.responseValue` API in scripts.

    Pick codes you'll still recognize in a spreadsheet months later, and set them before you start collecting.
  </Accordion>

  <Accordion title="Canvas and visual Builder" icon="layout-dashboard">
    The canvas is the node view where you build the flow. Blocks move freely with drag & drop and realign with the Auto Layout command, without changing any logic.

    The canvas toolbar also gives you zoom, full screen, JSON import and export of the structure, settings, theme and version history.
  </Accordion>

  <Accordion title="Linear Builder" icon="list">
    The alternative linear view, split into three areas: the question list on the left, a live preview of what the respondent will see in the center, and the configuration of the selected block on the right.

    It's the right view for working on logic and visibility conditions. To change the structure (delete or reorder blocks) you need to go back to the visual Builder.
  </Accordion>

  <Accordion title="Condition" icon="git-branch">
    A condition decides where to route the respondent based on their answers. It's always made of three elements: the reference question, an operator and the value to check.

    Multiple conditions combine with **AND** (all true) or **OR** (at least one true). With the **Go To** command the Builder automatically creates the connection between nodes.
  </Accordion>

  <Accordion title="Context variable" icon="braces">
    A dynamic value you insert into question titles and descriptions using the `{{variable_name}}` syntax. During the interview the system replaces the placeholder with the current value.

    A variable has one of three sources: set by hand, taken from a URL parameter, or filled with the answer to a question. The last value assigned overwrites the previous one.
  </Accordion>

  <Accordion title="Respondent" icon="users-round">
    The person who answers the interview. Collected responses fall into three types, kept separate in analysis and export:

    * **Normal responses** — the complete, valid sample.
    * **Screened-out responses** — respondents excluded by screener or quota criteria.
    * **Discarded responses** — responses removed manually or for quality reasons, kept for dedicated checks.
  </Accordion>

  <Accordion title="Quota" icon="percent">
    The maximum number of completes for a given answer profile. When the quota is full, the interview stops automatically for any further respondent who matches that condition.

    It's there to collect balanced samples without policing them by hand. Each quota has a name, a maximum number of respondents and a set of conditions; you configure it in the campaign settings, Quota tab.
  </Accordion>

  <Accordion title="Credits" icon="credit-card">
    A pay-as-you-go balance that complements your subscription plan rather than replacing it. The plan defines the structural capacity of the account; credits cover variable activities.

    Their main use is recruiting participants from the built-in panel. The Dashboard counter splits the balance into **Available** and **Reserved**: the reserved ones are already committed by campaigns in progress.
  </Accordion>

  <Accordion title="Advanced statistics mode" icon="sigma">
    A campaign setting that structures your data for professional statistical analysis. When it's on, you get:

    * response times (total, per question, start and end);
    * technical data about the respondent (device, operating system, browser, traffic source);
    * typed variables for statistical software and SPSS `.sav` export;
    * context variables and visibility conditions;
    * advanced logic expressions across questions.
  </Accordion>
</AccordionGroup>

<Info>
  **Advanced statistics mode** is the recurring prerequisite for many platform features. If a feature isn't available, check this setting first: [Advanced statistics mode](/en/advanced/advanced-statistics).
</Info>

## The three stages of a campaign

Once you open a campaign, the bar at the top has three stages: **Build › Share › Results**. You build the interview in the first, get it in front of people in the second — the copy link box and participant recruiting both live there — and read what came back in the third.

## The study lifecycle

<Steps>
  <Step title="Set up the workspace">
    Create the organization or accept an invitation to an existing workspace, then invite your team members and assign their roles.
  </Step>

  <Step title="Build the flow">
    Add blocks in the Builder, connect them to each other and define conditions, variables and the visual theme.
  </Step>

  <Step title="Publish">
    Move the campaign from Draft to Live. From this moment on people can start answering.
  </Step>

  <Step title="Distribute or recruit">
    Share the public link on your own channels, or recruit qualified respondents from the global panel.
  </Step>

  <Step title="Analyze">
    Read the Summary, filter on the answers to specific questions, compare respondent clusters and query your data.
  </Step>

  <Step title="Share and export">
    Share the results with your team or export the dataset in the format you need.
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="Your first study" icon="rocket" href="/en/quickstart">
    Put these concepts into practice in a guided end-to-end walkthrough.
  </Card>

  <Card title="The Builder" icon="pencil-ruler" href="/en/builder/overview">
    Step into the canvas and see how a flow of blocks comes together.
  </Card>
</CardGroup>


## Related topics

- [What you can do with Exoid](/en/capabilities.md)
- [Your first study](/en/quickstart.md)
- [Exoid documentation](/en/index.md)