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What can you do with messaging?

Messaging endpoints allow you to set up a two way conversation between researchers and participants. On our platform messaging is often used to clarify study requirements, aid in rescheduling, and follow up on screener answers. We’ve found that this functionality greatly benefits both researchers and participants and ultimately helps facilitate smoother end to end research. Setting up messaging first requires the creation of a conversation with participant ID before messages can be created. After a conversation is created additional participants can be added if a group chat environment is desired.

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Supported project methodologies

The messaging endpoints are not restricted by targetResearchMethodology. As long as you have a projectId and one or more participant user IDs (typically from screener responses), you can open a conversation and exchange messages. This includes:
  • Moderated methodologies (for example one-on-one interviews and focus groups), where messaging is most commonly used to clarify screener answers, coordinate scheduling, and follow up after a session.
  • Unmoderated methodologies (unmoderatedStudy, survey, and diaryStudy), where messaging can still be used to clarify screener answers, send task instructions or reminders, and follow up on submissions.
See Moderated vs unmoderated methodologies for the methodology field reference.

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Why use messages?

Messaging is a powerful tool for researchers that helps facilitate pre-screening, booking clarifications, and lightweight study follow-up.

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API endpoints

Create a conversation

Start a conversation linked to a project.

Send a message

Send messages to participants in a conversation.
Last modified on June 23, 2026