The Rally Agent helps you run interview studies from start to finish. This includes answering questions about ongoing research, setting up studies, driving recruitment, handling incentives, and closing studies when targets are met.

Everything the Rally Agent can see or do stays inside your workspace and follows the same access the Rally user utilizing the agent already has.

Every action the Rally Agent takes is surfaced for your approval before it runs.

How do I access the Rally Agent?

The agent is accessible from the Rally app, Slack, or any supported AI tool with MCP connectors. You can start a conversation from any of these entry points and pick it up from another at any time.

Rally App

• To access the in-app, select your name/avatar in the bottom left of the navigation sidebar and click on Rally Agent.

Slack

• In order to enable Slack with the Rally Agent, you first need to reconnect your Slack integration via the Settings > Connected accounts page in your Rally workspace.

• Once added, simply message @Rally in any Slack channel to perform tasks such as approving decisions and getting study updates. If the Rally Agent hasn't been added to the Slack channel yet, you will be prompted to add it automatically.

What can the Rally Agent do?

Answer questions about your research

You can ask the agent plain-language questions about any study or participant in your workspace you have access to.

The Rally Agent can:

• Tell you who's booked, confirmed, or completed within a study

• Summarize where a study stands and whether it's on track to hit quota

• Look up people in your workspace using criteria, driven by your property data

• Surface what a participant said in their screener or observer room transcript

• List studies by keyword or status (Ex: "Which studies are still in draft?")

• Schedule, reschedule, or cancel interviews

Set up and publish an interview study from a template

The Rally Agent can build a study using one of your organization's approved templates, screener included. The agent can only create studies from existing templates, it cannot create a study from scratch.

Just tell the agent who you'd like to talk through and it will walk you through the necessary steps until the study is published.

Specifically, it can:

• Find people in Rally who match your criteria and create a study from one of your organization's approved templates with that audience

• Update fields on a draft study (incentive, duration, participant target, etc.)

• Add, refine, or remove screener questions

• Publish the study once it's ready

Drive recruitment

Once a study is live, the agent monitors the participant pipeline and prepares outreach. It sequences invitations and surfaces each send for your approval before anything goes out.

The Rally Agent can:

• Prepare and send recruitment email campaigns to your audience

• Surface pending recruitment decisions when chatting with the agent in-app, in Slack, or receive notifications in your workspace for you to review and approve

Handle incentives

After a completed interview, the agent prepares the participant payout and surfaces it for approval. This means no manual queue to work through.

The Rally Agent can:

• Prepare incentive sends automatically after interviews are completed

• Surface pending incentive decisions for one-tap approval

Close a study

When a study hits its participant target, the agent detects it and surfaces the wrap-up for your sign-off before recruitment ends.

The Rally Agent can:

• Detect when a quota is met and propose closing the study

• Surface the close decision for your review and approval

Where Rally Agent works

The Rally Agent is designed to be available across the tools your team already uses, including:

• Rally - Chat with the agent and manage approvals from the main chat interface

• Slack - Message @Rally in any Slack channel to perform tasks such as approving decisions and getting study updates

  • If the Rally Agent hasn't been added to the Slack channel yet, you will be prompted to add it automatically

• MCP - Access agent capabilities from Claude or any other MCP-compatible environment

• Email - Receive decisions and notifications so nothing slips when you're away from your tools

Automations

Automation configurations let your team define which agent behaviors are enabled for studies built from a given template and how those behaviors work. Automations are set up once at the template level and apply automatically to every study created from that template.

Automation configurations are managed under Templates > Automation. Each configuration has a name and a set of toggles for the three available automations. You can create multiple configurations for different teams or study types.

Available Automations

Three automations are available:

• Incentive after interview — send incentives within a certain timeframe after an interview is completed unless participant is marked as a no-show.

  • You can configure the decision window (the number of hours before an undecided payout expires).

• Outreach — create outreach campaigns (screener invite and scheduler invite) for approval that will then send these emails in batches until the study limit is reached.

• Close study — the agent closes the study once all interviews are completed and incentives, if applicable, have been sent.

Automation template access

Each automation template has a Permissions tab that controls which teams can use it. There are two options for setting access:

• Entire workspace has access — the configuration is available to all teams and can be applied to any study template.

• Only specific teams have access — the configuration is only available to the teams you select.

Because study templates are assigned to specific teams, the automation configuration must have access granted to the same team as the study template in order to be applied to it.

Assign an automation to a study template

Once an automation template is created, you can attach it to a study template. When a study is created from that template, the automation configuration is applied automatically.

To attach a configuration to a study template:

1. Open the study template you want to update.

2. In the template editor, go to the Automation step.

3. Select the configuration to apply.

   • The automation settings will display as read-only, showing what's been enabled by the configuration.

Security and privacy

FAQs

Can the agent work with external panel recruitment?

Currently, external panel recruitment is not available when creating a study via the Rally Agent.

Can the agent create a study without a template?

Not currently. The Rally Agent creates studies from your organization's existing templates only. If you don't see the right template, ask a workspace admin to create one before starting.