Guides and tutorials for Usedge
Everything you need to get started, master the platform, and solve problems fast.
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Start here — your first four steps
Follow this path to go from a fresh account to a functioning research repository.
Create your workspace
Set up your account, configure your workspace, and invite your research team in minutes.
Start hereLaunch your first study
Create a moderated or unmoderated study, build your protocol, and collect your first sessions.
How studies workBuild your insights repository
Create highlights, tag insights to your taxonomy, and organise your knowledge base.
Explore the repositoryActivate AI and agents
Use Research Agents to synthesise findings, query your repository, and scale your workflow.
Explore agentsBrowse by topic
All documentation categories
Based on the real categories from help.usedge.com, organised by what you're trying to do.
Getting started
Create your workspace, set up your first project, and invite your team.
Studies
Launch moderated sessions, unmoderated tests, and import existing recordings.
- Create your first study
- Run a moderated session
- Run an unmoderated study
- Import a video session
- Share a study link with participants
Insights
Organise and manage the insight database, highlights, and snapshots.
- Create highlights
- Add media to highlights
- Add tags to highlights
- Create snapshots from highlights
- Merge duplicate insights
Taxonomies
Build your tag taxonomy, manage hierarchies, and keep your repository consistent.
- Build your taxonomy
- Manage tag hierarchies
- Manage emotions and sentiment
- Add tags to highlights
- Keep taxonomy consistent with agents
Opportunities & reports
Turn insights into opportunities and generate shareable reports for stakeholders.
Protocols & templates
Build study protocols with AI, use templates, and manage scenario types.
- Build a protocol with AI
- Use a study template
- Add segments to a protocol
- Set up end-of-study redirection
AI & agents
Use marketplace agents, build custom workflows, and activate AI operations.
Personas
Build user archetypes from research data and link insights to personas.
Account & team
Manage users, set roles and permissions, and configure your workspace.
- Manage your account
- Add and remove team members
- Set user roles and permissions
- Configure workspace settings
- SSO setup
Frequently read
Popular tutorials
The articles teams reach for most — from first highlights to complex agent workflows.
Create highlights
Add tags to highlights
Add media to highlights
Create snapshots from highlights
Import a video session
Manage emotions and sentiment
Create your first study
Build a protocol with AI
Use marketplace agents
Merge duplicate insights
Chain agents into a workflow
Handle a GDPR deletion request
Articles marked without a badge are confirmed titles from help.usedge.com. Others are platform-inferred placeholders.
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