# CleverX > CleverX is an AI-first research platform that helps product, UX, and research teams design studies, recruit verified participants, and uncover insights — all in one place. ## About CleverX CleverX combines AI-powered study design with access to 8M+ verified participants across B2B and B2C segments. Teams use CleverX to run surveys, AI-moderated interviews, usability tests, and live moderated sessions, then get AI-generated analysis with themes, quotes, and actionable insights. The platform is trusted by research teams at Amazon, Google, Meta, Microsoft, Disney, TikTok, Snapchat, Pinterest, YouTube, Twitch, Walmart, Stripe, Forrester, Ipsos, Kantar, Savanta, Thomson Reuters, Bupa, Dubai Holding, and more. Website: https://cleverx.com LinkedIn: https://www.linkedin.com/company/cleverxhq X / Twitter: https://x.com/cleverxhq --- ## AI Assistant CleverX's AI research assistant helps teams design studies in minutes instead of hours. ### How it works 1. **Describe your research goal** in plain language (e.g., "I want to understand why enterprise users churn after the first 90 days") 2. **AI designs the full study** — generates questions, screeners, recruitment criteria, discussion guides, and task flows 3. **Refine through conversation** — adjust any aspect by chatting with the AI, which uses 48+ specialized tools to configure every detail 4. **Launch** — the study is ready to go live with participants ### AI capabilities - Generates survey questions with branching logic, skip patterns, and multiple question types (multiple choice, open text, rating, NPS, matrix, ranking, image choice, scale) - Creates screener questions to qualify participants before they enter a study - Designs task flows for usability tests (first-click, tree test, card sort, five-second test, prototype testing) - Configures AI moderator persona, voice, and discussion guide for AI-conducted interviews - Sets recruitment filters (job title, seniority, industry, company size, location) - Estimates pricing and checks launch readiness - Supports undo, quality checks, and iterative refinement ### Study templates Pre-built starting points for common research goals: - Customer Discovery Interview (AI Interview) - Product Feedback Survey - Usability Test (AI Moderated) - Market Research Survey - User Persona Research (AI Interview) - Feature Prioritization Survey - First Click Analysis (Unmoderated) - Navigation Tree Test (Unmoderated) - Card Sort, 5-Second Test, and more --- ## Research Methods CleverX supports six research methods. Each can be configured through the AI study builder or manual setup. ### Surveys Deploy quantitative research at scale. - **Question types:** Multiple choice, open text, rating, NPS, grid/matrix (single and multi-select), ranking (drag-and-drop), image choice, scale, card sort - **Logic:** Skip logic and branching for dynamic question flows - **Screeners:** Pre-study qualification questions to filter participants - **Fraud detection:** Built-in AI-powered fraud detection and multi-layer verification - **Analysis:** Automated response charts, distributions, and AI-generated summaries - **Distribution:** Share via link, QR code, or recruit from CleverX's participant panel ### AI Moderated Interviews AI-conducted conversational interviews that run at scale without scheduling. - **Natural conversations:** AI interviewer conducts in-depth conversations that probe deeper and adapt based on participant responses - **Configurable persona:** Set the AI moderator's name, role, voice, speaking speed, and emotion - **Voice synthesis:** Real-time voice interaction powered by Cartesia TTS via LiveKit - **Discussion guide:** AI follows a structured discussion guide while maintaining natural flow - **Think-aloud support:** AI can guide participants through think-aloud protocols during task observation - **Transcription:** Full session transcripts generated automatically - **Scale:** Run hundreds of interviews simultaneously without scheduling constraints ### AI Moderated Testing AI-guided usability testing that combines depth of moderation with scale. - **Task guidance:** AI walks participants through tasks and asks contextual follow-up questions - **Prototype testing:** Supports Figma, InVision, Framer, and Marvel prototypes - **Real-time probing:** AI identifies usability issues in real-time and probes for deeper understanding - **Screen recording:** Captures participant interactions with prototypes and websites - **Cloud browser:** Hyperbeam-powered shared browser for testing external websites ### Unmoderated Testing Self-guided user testing for rapid feedback without scheduling. **Task types:** - **First-click analysis:** Show an image and measure where participants click first, with heatmap visualization - **Tree test:** Test information architecture by asking participants to navigate a tree structure to find items - **Card sort:** Open, closed, or hybrid card sorting to understand mental models and information categorization - **Five-second test:** Brief image exposure followed by recall questions to test first impressions - **Preference test:** A/B image comparison to determine design preferences - **Prototype testing:** Figma/InVision/Framer clickthrough testing with path tracking - **External link/website testing:** Navigate live websites with cloud browser (Hyperbeam) and event capture ### Human Moderated Interviews Live 1:1 video interviews with expert-led qualitative research. - **Scheduling:** Integrated calendar sync with Google Calendar, Microsoft Outlook, and Zoom - **Availability management:** Set available time slots; participants self-book - **Video calls:** Built-in WebRTC video calling, or connect via Zoom/Google Meet/Microsoft Teams - **Recording & transcription:** Automatic recording with AI-powered transcription (AssemblyAI) - **Highlights:** Clip and tag key moments from session recordings - **Moderator pool:** Assign multiple moderators with automatic or manual session assignment - **Observer mode:** Team members can observe sessions live without participant awareness ### Human Moderated Testing Live facilitated usability sessions with real-time observation. - Same scheduling, video, recording, and moderator capabilities as Human Moderated Interviews - **Prototype sharing:** Share Figma prototypes or websites during the session - **Task instructions:** Guide participants through specific tasks while observing interactions - **Real-time notes:** Take notes during sessions, linked to video timestamps --- ## Participant Recruitment CleverX provides access to 8M+ verified participants across three audience types. ### B2B Panel Verified business professionals filtered by: - **Job function:** Engineering, Product, Design, Marketing, Sales, Finance, Operations, HR, Legal, and more - **Seniority:** C-Suite, VP, Director, Manager, Individual Contributor, Entry Level - **Industry:** 50+ industries including Technology, Financial Services, Healthcare, Manufacturing, Retail, etc. - **Company size:** 1-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000, 5001-10000, 10000+ - **Location:** Global coverage, filter by country, region, or city - **Annual revenue:** Filter by company revenue range - **Current/past companies:** Target employees of specific companies All B2B participants go through LinkedIn verification, identity checks, and quality scoring. ### B2C Panel Consumer participants for general consumer research. Available through CleverX's panel and partner integrations (Respondent.io, Prolific). ### BYOA (Bring Your Own Audience) Recruit your own participants using: - **Shareable study links** with unique tracking tokens - **QR codes** for offline recruitment - **Email invitations** sent directly through the platform - **Panel import** for existing participant databases --- ## AI Analysis After study completion, CleverX's AI automatically generates analysis across multiple dimensions. ### Analysis outputs - **Summary:** High-level overview of findings and key takeaways - **Themes:** Recurring patterns and topics extracted across all responses - **Quotes:** Notable participant quotes organized by theme - **Pain Points:** Specific problems and frustrations identified by participants - **Needs:** Unmet needs and desires expressed by participants - **Per-participant breakdowns:** Individual response analysis ### Supported study types AI analysis is available for Surveys and AI Interviews, with analysis automatically triggered after sufficient responses are collected. --- ## Pricing CleverX uses credit-based pricing where 1 credit = $1 USD. ### Plans | Plan | Monthly price | Annual price (per month) | Credits included | |------|---------------|--------------------------|------------------| | Pay As You Go | $0 | — | Pay per credit ($1/credit) | | Starter | $99/month | $82.50/month ($990/year) | 100 credits/month (1,200/year) | | Pro | $149/seat/month | $124.17/seat/month ($1,490/seat/year) | 165 credits/seat/month (1,980/year) | | Enterprise | Custom | Custom | Custom | ### Per-response credit costs | Research method | BYOA | B2C Panel | B2B Panel | |----------------|------|-----------|-----------| | Survey | 3 credits | 25 credits | 45 credits | | Unmoderated Study | 5 credits | 35 credits | 58 credits | | AI Interview | 15 credits | 58 credits | 105 credits | | AI Moderated Test | 10 credits | 42 credits | 65 credits | | Video Interview (Moderated) | 18 credits | 75 credits | 120 credits | | Moderated Study | 20 credits | 75 credits | 120 credits | ### Plan features **Starter** — All 6 research methods, AI study builder, AI-powered analysis, participant recruitment, screener builder, email support, 1 seat **Pro** — Everything in Starter plus: team collaboration, unlimited team members, role-based access (Admin, Researcher, Observer), moderator pool, priority support **Enterprise** — Everything in Pro plus: custom credit volume, dedicated customer success manager, SSO/SAML, custom integrations, SLA guarantees --- ## Study Lifecycle 1. **Draft** — Study is being designed (via AI builder or manual setup) 2. **Created** — Study configuration is complete 3. **Under Review** — CleverX team reviews study quality (for panel-recruited studies) 4. **Live** — Study is actively collecting responses 5. **Paused** — Study is temporarily paused (can be resumed) 6. **Completed** — Study is finished, all responses collected --- ## Integrations ### Video & Real-Time - **LiveKit** — WebRTC video rooms for live sessions and AI voice interviews - **Zoom** — Create and join Zoom meetings for moderated sessions - **Google Meet** — Calendar-integrated video calls - **Microsoft Teams** — Calendar-integrated video calls ### Design & Prototyping - **Figma** — Import and test Figma prototypes with click tracking - **InVision** — Prototype import by URL - **Framer** — Prototype import by URL - **Marvel** — Prototype import by URL ### Calendar - **Google Calendar** — Sync availability and auto-schedule sessions - **Microsoft Outlook** — Sync availability and auto-schedule sessions ### Payments - **Stripe** — Subscription billing, credit purchases, and participant payouts via Stripe Connect - **PayPal** — Participant payouts - **Tremendous** — Gift card payouts to participants ### External Surveys - **Typeform** — Import existing Typeform surveys - **SurveyMonkey** — Import existing SurveyMonkey surveys --- ## Developer API CleverX offers a REST API for programmatic access to studies, participants, and webhooks. API keys are managed in-app at `/developer/api`. ### API capabilities - Create, read, update studies programmatically - List and manage study participants (approve, reject, complete) - Configure webhooks for real-time event notifications - Query credit balance and pricing - Filter participant targeting options ### Authentication API requests are authenticated via API key passed in request headers. Rate limiting applies. ### Webhooks Register webhook endpoints to receive real-time notifications for events like participant completion, study status changes, and more. --- ## Use Cases ### Product Teams - Validate feature concepts before development - Test prototypes and user flows with target users - Gather feedback on pricing and packaging - Run NPS and customer satisfaction surveys - Conduct customer discovery interviews for new products ### UX Research Teams - Run usability tests on designs and prototypes - Conduct card sorts and tree tests for information architecture - Interview users to understand mental models and workflows - Test first impressions with five-second tests - Compare design alternatives with preference tests ### Market Research Teams - Survey target demographics at scale - Interview industry experts and decision-makers - Benchmark against competitors through buyer perception studies - Validate market demand before entering new segments - Gather directional insights for go-to-market strategy ### AI & Data Teams - Collect human feedback for RLHF (Reinforcement Learning from Human Feedback) - Run data labeling and annotation projects - Evaluate AI model outputs with domain experts - Conduct red-teaming and safety testing for LLMs - Gather training data from verified professionals --- ## Content & Resources ### Blog (300+ articles) CleverX publishes articles across six content categories: - **User Research** (86 articles) — UX research methods, user interviews, usability testing, synthesis techniques - **Market Research** (119 articles) — Competitive analysis, market sizing, surveys, industry intelligence - **Product Research** (56 articles) — Customer personas, concept testing, product-market fit, feature prioritization - **Expert Networks** (30 articles) — Expert calls, consulting engagements, knowledge networks - **AI & Data** (25 articles) — RLHF, data labeling, model evaluation, fine-tuning, AI training data - **Research Operations** (12 articles) — ResearchOps, panel management, data privacy, scaling research teams Blog URL: https://cleverx.com/blog ### Guides (20 comprehensive guides) Long-form methodological guides including: - The Complete Guide to User Research - The Ultimate UX Research Guide - User Research Methods: A Comprehensive Guide for Product Teams - Market Research Methodology Guide - The Complete Guide to Usability Testing - The Complete Guide to Human Feedback for AI Models - The Complete Guide to RLHF Guides URL: https://cleverx.com/guides ### Templates (50+ downloadable templates) Research templates covering: - User interview scripts and question banks - Usability testing plans and checklists - Survey question templates - Card sorting and tree testing guides - Affinity mapping templates - Competitor analysis frameworks - Customer journey maps - AI model evaluation and RLHF implementation planning Templates URL: https://cleverx.com/templates ### Reports Industry research reports: - "Market Research at a Turning Point" — On AI disruption, quality crisis, and margin compression in the $142B research industry - "User Research 2025: Challenges, Shifts, and What's Next" — On AI's impact on research cycles Reports URL: https://cleverx.com/resources/reports ### Podcasts "The User Condition" podcast covering research methodology, personas, synthetic vs real users, and cross-cultural research. Podcasts URL: https://cleverx.com/resources/podcasts --- ## Frequently Asked Questions **What is CleverX used for?** CleverX helps teams validate products, UX, pricing, and messaging with verified participants — through AI-powered interviews, surveys, and usability tests. **How fast can I get participants?** Most teams launch within hours and get qualified responses in 24-48 hours. **What types of research can I run?** Six methods: Surveys, AI Moderated Interviews, AI Moderated Tests, Unmoderated Tests, Human Moderated Interviews, and Human Moderated Tests. **How does the AI study builder work?** Describe your research goal in plain language. The AI designs the entire study — questions, screeners, recruitment criteria, and discussion guides — which you can refine through conversation. **Can I bring my own participants?** Yes. BYOA (Bring Your Own Audience) lets you share study links with your own participants. Credit costs are significantly lower for BYOA studies. **Do I need a subscription?** No. Pay As You Go lets you purchase credits as needed. Starter and Pro plans offer monthly credit allocations at better rates. **What's included in AI analysis?** AI automatically generates summaries, themes, key quotes, pain points, and participant needs from study responses. Available for surveys and AI interviews. **Is CleverX suitable for enterprise teams?** Yes. Enterprise plans include SSO/SAML, dedicated customer success, custom integrations, SLA guarantees, and custom credit volumes. **How are participants verified?** B2B participants go through LinkedIn verification, identity checks, and quality scoring. AI-powered fraud detection runs during study participation. **Can I use CleverX for market research?** Yes. While CleverX specializes in product and UX research, teams also use it for market sizing, competitive analysis, and buyer perception studies. --- ## Sitemap - Homepage: https://cleverx.com - Pricing: https://cleverx.com/pricing/ - Customers: https://cleverx.com/customers/ - AI Assistant: https://cleverx.com/product/ai-assistant/ - Participants: https://cleverx.com/product/participants/ - Trust & Security: https://cleverx.com/product/trust-security/ - Surveys: https://cleverx.com/solutions/surveys/ - AI Moderated Interviews: https://cleverx.com/solutions/ai-moderated-interviews/ - AI Moderated Testing: https://cleverx.com/solutions/ai-moderated-testing/ - Unmoderated Testing: https://cleverx.com/solutions/unmoderated-testing/ - Human Moderated Interviews: https://cleverx.com/solutions/human-moderated-interviews/ - Human Moderated Testing: https://cleverx.com/solutions/human-moderated-testing/ - Blog: https://cleverx.com/blog - Guides: https://cleverx.com/guides - Templates: https://cleverx.com/templates - Reports: https://cleverx.com/resources/reports - Podcasts: https://cleverx.com/resources/podcasts - Changelog: https://cleverx.com/changelog - Resource Hub: https://cleverx.com/resources - Sign Up: https://cleverx.com/signup - Research Opportunities: https://cleverx.com/opportunities - Privacy Policy: https://cleverx.com/privacy-policy/ - Terms of Use: https://cleverx.com/terms-of-use/ - Full sitemap: https://cleverx.com/api/sitemap.xml - Full sitemap (blog): https://cleverx.com/resources/sitemap-index.xml