Research guidelines
Customize how your agent conducts studies in Guidelines (Research guidelines). Per-study question and eligibility criteria are configured when you create a study below.Create a study
Click New study and fill in:
Studies start inactive. Open a study and click Start when you are ready. Stop pauses an active study; Duplicate copies settings into a new draft.
Study status
How your agent participates
When a study is active and a user falls in the sample, the study appears in theget_active_studies(user_id=…) tool result (or the REST studies endpoint) — sampling, duration, and answer caps are checked server-side. Eligibility criteria are not enforced server-side: your agent reads the criteria in the returned guidelines text and decides whether to pursue the study for that user. Your agent follows the loaded research guidelines from get_correl8_guidelines — gathering signal naturally, then calling post_research_answer (MCP) or the REST answer endpoint. One answer per user per study.
Users who already answered are excluded from future get_active_studies results for that study.
Review answers
Open a study to see progress, answer count, and a table of posted answers. Each row includes the agent’s summary,user_id, interaction_id, and timestamp. When your project includes Interactions, link through to the source conversation.