> ## 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.

# Your first study

> A guided path from your first login to your first results: build your study, publish it, distribute it and analyze the answers.

On this page you take a study from an empty account to your first results. Follow the steps in order: by the end you'll have a live interview, distributed, with data to analyze.

The steps below map onto the three stages of the campaign bar — Build, Share, Results — with the workspace set-up happening once, before any of them.

```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["Set up workspace"] --> F1

  subgraph SB["Build"]
    F1["Blocks and flow"] --> F2["Publish"]
  end

  subgraph SS["Share"]
    F3["Link or panel"]
  end

  subgraph SR["Results"]
    F4["Summary and filters"] --> F5["Export"]
  end

  F2 --> F3
  F3 --> F4

  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 F1 step
  class F2 primary
  class F3 primary
  class F4 step
  class F5 soft
```

<Steps>
  <Step title="Sign in and create the workspace">
    Go to [app.exoid.ai](https://app.exoid.ai) and enter your email: you'll receive a 6-digit OTP code to type into the verification screen.

    Complete your profile (first and last name, how you heard about us, optional photo), then set up the organization: name, logo and billing country. The workspace is operational right away.

    <Note>
      If a colleague invited you, the path is shorter: open the link in the invitation email, verify your email with the OTP, complete your profile and click **Accept** to join as a Collaborator. All three access scenarios are described in [Access and first steps](/en/workspace/access).
    </Note>
  </Step>

  <Step title="Create the campaign">
    After logging in you land on the Dashboard. If there are no campaigns yet, the screen prompts you to create one straight away.

    **New campaign** opens the **What do you want to build?** screen, and there are two ways forward. Describe your study to the AI — attaching a PDF or DOCX brief if you have one — and it drafts the interview for you. Or choose **Start from scratch** and build it block by block.

    Either way you land in the Builder: with the canvas already populated, or empty and ready for your first blocks.
  </Step>

  <Step title="Add the questions">
    In the Builder you have two ways to add a block, and the difference is in the connections.

    <Tabs>
      <Tab title="Add block">
        The **Add block** button opens the question type menu and inserts the block in sequence, **automatically** creating the logical connection with the previous one. It's the fastest way to build a linear flow.
      </Tab>

      <Tab title="Toolbar">
        From the side panel you drag the block directly onto the canvas, wherever you like. In this case the block is **not** connected: you have to create the connection yourself by dragging the connector from the source block's exit point to the destination block's entry point.
      </Tab>
    </Tabs>

    Choose question types based on what you want to measure: single and multiple choice, slider, swipe, open-ended, rating, matrix, ranking, dropdown, image choice, number input and more. You'll find the full list in [Question types](/en/builder/question-types).

    <Tip>
      Set the **question code** of each block while you build — `Q1_AGE`, `S1_ROLE`. It's the identifier results, exports, filters and scripts refer to, and renaming it later means going back over everything that used it. See [Block options](/en/builder/block-options).
    </Tip>
  </Step>

  <Step title="Connect the blocks and check for isolated nodes">
    Every block has an exit point at the bottom and an entry point at the top: drag the connector from one to the other to define the path. If you use **Go To** inside a condition, the connection is created automatically and stays in sync with the logic.

    You can move blocks freely and realign them with **Auto resize** in the canvas bar: it tidies up branches and spacing without touching any logic.

    <Warning>
      On publishing, Exoid checks that every question is connected. If a block is left isolated you'll see the warning **"Unconnected nodes — A question is not connected and will not appear in your survey"**. The block exists in the Builder but can't be reached: respondents won't see it, yet it will still show up in the results. Connect the block or delete it before going live.
    </Warning>
  </Step>

  <Step title="Customize the theme">
    Open **Edit survey details** in the canvas bar. The **Theme** tab sets the four colors of the interview — text, background, button and button text — with a live preview. The **Branding** tab takes your logo, with its position (left, centre, right) and shape (square or rectangular), plus a cover image.

    Details in [Theme and branding](/en/builder/branding).
  </Step>

  <Step title="Publish your study">
    While the campaign is in **Draft**, nobody can access it. To make it fillable use the **Publish** button in the top right, or the **Enable survey** toggle in the settings: the campaign moves to **Live**.

    You can still edit the interview after publishing: once you're done, click **Publish changes** to update the live version. See [Publishing your study](/en/distribute/publishing).
  </Step>

  <Step title="Distribute or recruit">
    Now choose how to reach your respondents.

    <Tabs>
      <Tab title="Public link">
        Click **Copy survey link**: a notification confirms the URL is on your clipboard. That's all the button does — there is no embed code, QR code or parameter panel. Share the URL across your owned channels: email and newsletters, social, landing pages, communities and internal chats. See [Sharing the link](/en/distribute/share-link).
      </Tab>

      <Tab title="Global panel">
        From **Campaign → Share → Hire participants** you configure the target group and see feasibility, CPI and total cost in real time before launching fieldwork. See [Recruit participants](/en/distribute/recruiting).
      </Tab>
    </Tabs>
  </Step>

  <Step title="Read the results">
    As soon as the first responses come in, open the **Summary**: closed questions become bar charts with percentage distributions, while open-ended answers are summarized by AI into recurring keywords and mention counts.

    Use **Filters** to isolate a subgroup: you pick one of your questions by its question code, an operator and a value, and stack the conditions into groups. Use **Add comparison** to build named comparison clusters and read two segments side by side in the same charts. Then try [Talk with Data](/en/analyze/talk-with-data) to query the dataset in natural language. The full detail of this section is in [Summary](/en/analyze/summary).

    <Note>
      There is no library of ready-made demographic attributes. If you want to segment by age, gender or region, those have to be questions in your interview.
    </Note>
  </Step>
</Steps>

<Check>
  You now have an active workspace, a study in Live status with every block connected, a distribution channel up and running, and your first readable results in the Summary.
</Check>

## Next steps

<CardGroup cols={2}>
  <Card title="Key concepts" icon="lightbulb" href="/en/concepts">
    Nail down the platform vocabulary: blocks, conditions, quotas, credits.
  </Card>

  <Card title="Logic and conditions" icon="git-branch" href="/en/logic/conditions">
    Show different questions based on the answers and build tailored paths.
  </Card>

  <Card title="Quotas" icon="percent" href="/en/distribute/quotas">
    Balance your sample by capping the number of completes per profile.
  </Card>

  <Card title="Exporting data" icon="download" href="/en/analyze/export">
    Take the dataset out of Exoid in the format you need.
  </Card>
</CardGroup>


## Related topics

- [Access and first steps](/en/workspace/access.md)
- [What you can do with Exoid](/en/capabilities.md)
- [Exoid documentation](/en/index.md)