[Beta] The Rally Agent
Last updated: July 22, 2026
Beta - Updated Regularly: This feature is actively evolving, and so is this article. We'll continue updating it throughout Beta as new functionality is added and things change. Check back often for the latest.
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 and every action the Rally Agent takes is surfaced for your approval before it runs.
Before getting started, we recommend reviewing our Setting up your workspace for the Rally Agent help center article to make sure your workspace is configured for success before using the Rally Agent.
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
Tell you about participants in 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
Give you the full detail on a single interview
List studies by keyword or status (Ex: "Which studies are still in draft?")
Show you what people answered on a screener or survey
Surface decisions across your studies that are waiting on your input
What you want to do | Example prompt | Tool |
|---|---|---|
See upcoming interviews | "Who's booked this week?" |
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Check past interviews | "Which interviews happened last week?" |
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Ask about participants in a study | "Who's enrolled in the onboarding study?" |
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Check study progress | "Are we on track to hit quota?" |
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Review a transcript | "What did Jim say about pricing?" |
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Get interview details | "Give me the details of Friday's 2pm." |
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Find a study | "Which studies are still in draft?" |
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Get a study summary | "Tell me about the onboarding study." |
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Find people in your workspace | "Find designers in SF who shop online weekly." |
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Look up a participant | "Tell me about Jim Cooper." |
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Look up a person | "Tell me about Jane Smith." |
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Review screener/survey answers | "What did people answer on the screener?" |
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See what needs your input | "What needs my input across my studies?" |
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Manage interviews
Once interviews are on the calendar, the agent can book, move, staff, and prep them for you, no need to open the scheduler yourself.
The Rally Agent can:
Schedule, reschedule, or cancel an interview
Move an interview to a different host
Add a guest or observer to an upcoming session
Mark attendance or a no-show after the fact
Block off or adjust your personal interviewer availability
Put together a prep brief ahead of a session
What you want to do | Example prompt | Tool |
|---|---|---|
Schedule a new interview | "Schedule an interview with Jim Cooper next Tuesday at 2PM." |
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Reschedule an interview | "Reschedule Jim Cooper's interview to Thursday at 2PM." |
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Cancel an interview | "Cancel tomorrow's interview with Jim Cooper." |
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Change who's hosting | "Move tomorrow's 2pm interview to Sarah." |
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Add a guest to a session | "Add Jamie as a guest to Friday's session." |
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Mark attendance or a no-show | "P5 didn't show, mark it." |
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Update your availability | "Block my Fridays from the scheduler." |
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Get a prep brief before an interview | "Prep me for my 3pm with P4." |
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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 to 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
Import a list of people from a file and create a study using them as the audience
Update fields on a draft study (incentive, duration, participant target, etc.)
Add, refine, or remove screener questions
Attach a consent form
Publish the study once it's ready
The Rally Agent works in draft state until you approve the publish step; no study goes live without your sign-off.
What you want to do | Example prompt | Tool |
|---|---|---|
Start a study using your populations | "Find dog owners who shop online weekly and start a study." |
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Start a study from an imported list | "Import this CSV and start a study with them." |
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Start a study from a template | "Set up an onboarding interview study." |
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Update study details | "Bump the incentive to $75 and change duration to 45 minutes." |
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Add a screener question | "Add a screener question about company size." |
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Remove a screener question | "Drop the age question." |
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Attach a consent form | "Attach our standard consent form." |
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Publish the study | "Publish the onboarding study." |
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Manage participants
Once a study is running, the agent can help you manage who's in it. This means adding people, changing their status, and keeping notes on them.
The Rally Agent can:
Add more people to a study that's already in draft or live
Import a list of people into a population, without necessarily starting a study
Qualify or disqualify a participant
Add a note to a participant's record
What you want to do | Example prompt | Tool |
|---|---|---|
Add people to a live study | "Add 20 more people to the onboarding study." |
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Import people into a panel | "Import these 40 contacts into the panel." |
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Qualify or disqualify someone | "Disqualify Mo from my study." |
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Add a note to a participant | "Note that P1 prefers mornings." |
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Message participants
The agent can reach out to participants directly, whether it's a saved study message or a quick one-off note.
The Rally Agent can:
Send a template study message, like an invitation or scheduler link
Send a one-off custom email
What you want to do | Example prompt | Tool |
|---|---|---|
Send a study message | "Send P3 my scheduler." |
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Send a custom email | "Email P3 to bring their laptop to the session." |
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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:
Check whether your panel can support a target audience before you launch
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
Report on email activity such as sends, opens, and bounces
Pause, resume, or close recruitment on a study
What you want to do | Example prompt | Tool |
|---|---|---|
Check recruiting feasibility | "Can we target 20 Senior Engineers in fintech that have been active in the last 28 days from our existing panel?" |
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Start outreach | "Start reaching out to the audience." |
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Approve a recruitment decision | "Approve the recruitment proposal for the onboarding study." |
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Check email activity | "How many invites went out? Any bounces?" |
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Pause recruiting | "Pause recruiting while we fix the screener." |
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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
Resend or cancel an incentive that didn't go through
Log an incentive that was sent outside of Rally, like swag or a gift card
What you want to do | Example prompt | Tool |
|---|---|---|
Approve pending incentives | "Approve incentive sends for yesterday's interviews." |
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Resend or cancel an incentive | "Resend P2's gift card, it bounced." |
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Log a manual incentive | "Set up a custom incentive of a $50 Amazon gift bag, and log it as sent for Priya." |
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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
What you want to do | Example prompt | Tool |
|---|---|---|
Approve closing a study | "Approve closing the cookware study." |
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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
Email - Receive decisions and notifications so nothing slips when you're away from your tools
Security and privacy
Permission-bound access
The Rally Agent operates entirely within the permission boundaries of the authenticated Rally user. It does not have, and cannot obtain, access to any data that the user itself cannot access through the Rally platform directly. If a piece of data is restricted from your Rally account, it is equally restricted when accessed through the Rally Agent.
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.