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Glossary
Moderator Documentation
Getting Started
What are the Event Types in QualBoard?
What are the Question Types on QualBoard?
Creating a Group Discussion
Setting up a Diary
Uploading Media
Following Up to a Respondent
What do my participants see?
Updating Your Profile
Using Question Logic Rules
Using Group or User Logic Rules
Creating an Agreement
Project Notification Settings
Managing Notifications
Group Tag Management
AI used in QualBoard
Single Question AI Summary
Logging in with Two-Factor Authentication
How to Enable AI Event Summary Emails
Group Discussion
Setting up a Group Discussion
What are the Question Types on QualBoard?
Using Question Logic Rules
Using Group or User Logic Rules
Using Answer Randomization
Viewing a Group Discussion
Following Up to a Respondent
Creating an Insight
Creating a QualLaborate Question
Viewing an Individual Response on a QualLaborate Question
Viewing the Advanced Reports of a QualLaborate Question
Using Rotation Blocks
Diaries
Setting up a Diary
Viewing a Diary
Leaving an Insight
Using Question Logic Rules
Using Group or User Logic Rules
What are the Question Types for a Diary on QualBoard?
QualMeeting
Setting Up a QualMeeting interview
How do QualMeeting interviews look for different users?
Using the lobby during a QualMeeting interview
QualMeeting Polling
Adding and Using QualMeeting Discussion Guides
Playing Videos Inside a QualMeeting interview
Dialing into a QualMeeting Interview
Creating a SmartClip
Downloading Your QualMeeting Interview
Seeing Another User's Dial-In Information
How to Order Additional Recordings of a QualMeeting Interview
QualMeeting Interview Troubleshooting
Generating an AI Summary
Enabling Permissions for a QualMeeting - Desktop Chrome
Enabling Permissions for a QualMeeting - Firefox
Using the Whiteboard Tool
Using Breakout Rooms in a QualMeeting interview
Quick Poll
Moderator Creating a Quick Poll
Creating an Insight
Moderator viewing a Quick Poll
Using Question Logic Rules
Using Group or User Logic Rules
User Management
Bulk Adding Users
this is a test
Emailing a User
Deactivating and Reactivating Users
Auto Invite for Events
Creating Profile Fields
Bulk Import Profile Fields
Obfuscating Users
Observer Self-Registration
Media
Uploading Media
Accepted Media Formats
AI Image Tags
Downloading Your Media
Creating Video Insights
Downloading Video Insight Clips
Adding to the Observer Media Portal
Downloading Video Transcriptions
Ordering Human Transcription
Supported Transcription Languages
Results
Report Types
Generating a Report
Generating a Polling Report
Workbench
Generating a Concept Extraction
Downloading Your Media
Generating a Translated Transcript
How is the Ranking Question Score Calculated?
Generating a Video Transcript Summary
Using Query AI
QualLaborate
Moderator Creating a QualLaborate Question
Moderator Viewing the Advanced Reports of a QualLaborate Question
Viewing an Individual Response on a QualLaborate Question
QualLink
Alchemer (Formerly SurveyGizmo) QualLink Instructions
Qualtrics QualLink Instructions
Decipher QualLink Instructions
Project Chat
Creating a Channel
Adding Users to a Channel
What are channels automatically created for?
Sending a Direct Message
How to Archive a Channel
Leaving and Removing Users From a Channel
FAQ
Technical Requirements of QualBoard 4
How to Prevent a Firewall from Blocking QualBoard 4
What Languages is QualBoard Available in?
Assigning Questions to a Moderator
How to link to a website
How is the Ranking Question Score Calculated?
Participant Help
Getting Started
Responding to an activity
Uploading Media
Taking a photo or video on your desktop or laptop
Accepted Media Formats
Updating Your Profile
Notification Preferences
Answering a Screen Recording Question
Answering a QualLaborate Question
Profile Management
Updating Your Profile
Notification Preferences
QualMeeting
Participant Enabling Permissions for a QualMeeting - Desktop Chrome
Participant Enabling Permissions for a QualMeeting - Firefox
MacOS Enabling Screen Share Permissions
Responding to Polling questions in a Video Interview
FAQ
Technical Requirements of QualBoard
How to Prevent a Firewall from Blocking QualBoard
When can I expect payment?
How do I link to a website?
Analyst Help
Getting Started
Creating your Profile
Updating Your Profile
Report Types
Generating a Report
Generating a Polling Report
Workbench
Generating a Concept Extraction
Downloading Your Media
Generating a Translated Transcript
Generating a Video Transcript Summary
Using Query AI
Single Question AI Summary
Observer Help
Getting Started
Viewing an Event
Creating your Profile
Updating Your Profile
Creating an Insight
Observer Viewing a QualLaborate Question
Viewing the Media Portal
Observing a QualMeeting Interview
International and Toll-Free and Local Numbers
Joining a project with Observer Self-Registration
Project Chat
Creating a Channel
What are channels automatically created for?
Sending a Direct Message
FAQ
Technical Requirements of QualBoard
Are Backroom Notes available?
Can I engage with participants?
How to Prevent a Firewall from Blocking QualBoard
Sago Privacy Policy
Sago AI Policy
QualBoard Terms of Service
Popular Articles
Adding and Using QualMeeting Discussion Guides
Last Updated: 06/24/2025
in
Moderator Documentation
QualMeeting
1 of 18 In order to Create or Assign a Discussion Guide to a QualMeeting, you need to go to the Materials tab inside of the QualMeeting. Then, go to the Discussion Guide tab. If you haven't created a guide in your project, cl...
Workbench
Last Updated: 01/28/2025
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Analyst Help
Getting Started
How to use the Workbench
Moderator Running a Crowd Survey
Last Updated: 07/05/2024
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Moderator Documentation
Crowd Survey
How to run a Live Poll event
Generating a Concept Extraction
Last Updated: 01/28/2025
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Analyst Help
Getting Started
How to create a Concept Extraction
Updating Your Profile
Last Updated: 01/28/2025
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Analyst Help
Getting Started
How to update your profile
Moderator Creating a Crowd Survey
Last Updated: 07/05/2024
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Moderator Documentation
Crowd Survey
How to create a Live Poll
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