What the Rally Agent can do
Last updated: June 5, 2026
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.
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.
Every action the Rally Agent takes is surfaced for your approval before it runs.
Answer questions about your research
You can ask the agent plain-language questions about any study or participant in your workspace.
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 a specific participant or find people in your workspace pool by criteria
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?")
Show you what decisions are waiting on your input across all active studies
Schedule, reschedule, or cancel interviews
What you want to do | Example prompt |
|---|---|
See upcoming interviews | "Who's booked this week?" |
Check past interviews | "Which interviews happened last week?" |
Check study progress | "Are we on track to hit quota?" |
Review a transcript | "What did Jim say about pricing?" |
Find a study | "Which studies are still in draft?" |
Get a study summary | "Tell me about the onboarding study." |
Find people in your workspace | "Find designers in SF who shop online weekly." |
Look up a participant | "Tell me about Jim Cooper." |
See pending decisions | "What needs my input across my studies?" |
Schedule an interview | "Schedule an interview with Jim Cooper next Tuesday at 2PM." |
Reschedule an interview | "Reschedule Jim Cooper's interview to Thursday at 2PM." |
Cancel an interview | "Cancel tomorrow's interview with Jim Cooper." |
Set up and publish an interview study
The Rally Agent can build a new interview study end-to-end. You can start from a template or describe who you need to talk to, and the agent will configure the study, screener, and audience.
Specifically, it can:
Find people in Rally who match your criteria and create a study with that audience
Create a study from one of your organization's approved templates
Update fields on a draft study (incentive, duration, participant target, etc.)
Add, refine, or remove screener questions
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 |
|---|---|
Start a study using your populations | "Find dog owners who shop online weekly and start a study." |
Start a study from a template | "Set up an onboarding interview study." |
Update study details | "Bump the incentive to $75 and change duration to 45 minutes." |
Add a screener question | "Add a screener question about company size." |
Remove a screener question | "Drop the age question." |
Publish the study | "Publish the onboarding study." |
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 for you to review and approve
What you want to do | Example prompt |
|---|---|
Start outreach | "Start reaching out to the audience." |
Approve a recruitment decision | "Approve the recruitment proposal for the onboarding study." |
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
What you want to do | Example prompt |
|---|---|
Approve pending incentives | "Approve incentive sends for yesterday's interviews." |
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 |
|---|---|
Approve closing a study | "Approve closing the cookware study." |
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 full 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
FAQs
Does the agent work in other study types (group interview, survey, unmoderated test)?
TODO
Can the agent work with external panel recruitment?
TODO