Define goals, objectives, and background for your study.

The Overview section of your project is where you define the purpose and direction of your study. It is intended to provide clarity about why a project is being conducted, the desired goals and outcomes, and any other relevant information.

Completing a thorough Overview document enables both clarity as you are executing the project, and also provides future value in the repository to give anyone accessing historical data context on why and how the project and related data exist.

Interview Guide

Define questions and exercises for your interviews. 

The Interview Guide is the research instrument for your project’s moderated interviews. During the live interview, you’ll be able to interact with the Interview Guide as part of your Live Notes workspace.

The interview guide also serves as a way to structure your interviews, so they can automatically be grouped and indexed by question and exercise.



Upload or link to any relevant materials like documents or prototypes.

The Files area is where you can upload or link to any relevant research materials for your project. This can include logistics materials like NDAs, as well as research materials like prototype links..

Use the Files area to associate any artifact related to your research with your Tetra project. In this way, Tetra serves as a single source of truth for all your project materials, regardless of where they are created or utilized.



Define the target participants to invite to your study.

Your Audiences represent the participants you invite to your studies. Audiences are predefined with demographic and firmographic details in advance of your study.

You can select one or more Audience profiles to invite to participate in your research study.

To modify your existing audiences or add new ones, contact your Customer Success Manager.



Configure and group your tags for seamless analysis. 

Tags allow you to code and categorize your qualitative data. These tags are used throughout your project, allowing you to filter, sort, and browse your analysis across all of your research data.


Customize metadata for filtering by participant attributes. 

Fields allow you to define parameters or details about your research data. For example, you can include demographic/firmographic fields like age, gender, income level, industry, job title, etc.. You can also add fields for internal grouping for things like personas, CRM record, NPS score, or anything else.

There are several different types of fields you can create, including multi select fields, text fields, dates, numbers, and more.

When synthesizing your analysis in the Snippets section, you can use these fields to filter and segment your data.



Manage and launch your interviews.

Interviews are where you manage your upcoming interviews, as well as where you view and analyze completed sessions. Within each interview, you can upload audio/video recordings – or set the interview to automatically record using the Live Notes bot. You can also add text data for notes or analysis, and upload any related files or materials.

Interviews scheduled through Tetra will include a meeting link, date/time, and participant information. For these meetings, the Live Notes Bot will always autojoin your meeting.



As you tag and annotate your interviews, analysis snippets will appear here.

Snippets are your collections of annotations and tags throughout your qualitative data inside a project. You can view and filter through all of your snippets using the Tags and Fields options, as well as additional filtering options.

Once you have a collection of snippets, you can share them or save them as an Insight.



Manage and share collections of insights.

Insights are your collections of Snippets within a project. You can add snippets to existing Insights, or create a new Insight from a Snippet.

You can share and publish your Insights at any time to make them available to more members of your organization.

Live Notes Bot

Automatically record, transcribe, annotate, and tag your meetings in real-time.

The Live Notes Bot is the super power behind Tetra’s moderated interview experience. The Bot joins all of your scheduled meetings to automatically record and transcribe your meetings in real-time. 

The Bot also enables the real-time annotating and tagging of your interviews with the Live Notes meeting sidecar that will open with each meeting.

The Bot also creates a ‘backroom’ experience where any member of your team can watch the interview and annotate/tag  in real-time without being a participant.

Live Notes Bot removes all of the overhead of recording meetings and making them available for real-time analysis.


Insight Process

Execute a successful end-to-end research project

The Insight Process includes the specific set of steps inherent to completing coherent, valuable, and impactful research and insight work. This typically applies to a specific project or initiative, but can also be used more broadly for ongoing research.

In the Tetra application, the Insight Process is included in areas to help advise and guide you through your research work. In context, it provides guidance and best practices for a successful project