How Converge works

Converge is a live, moderated way to hear from a group. Everyone responds at the same time from their own screen, sees the group’s responses appear next to their own, and a human moderator guides the conversation. One sixty-minute session can gather what would otherwise take weeks of interviews and focus groups.

Three kinds of study

When you click Create Session, Converge asks what you’re creating.

Facilitated session. The heart of Converge, and what most of this help center is about. A moderator leads a group through the session guide, live. Sessions are content-first and built for ten to a thousand or more participants, who are muted by default and respond by typing into on-screen activities while the moderator talks.

Survey. Self-paced, with no moderator and no call. Respondents answer on their own inside a window you set. Use one as pre-work, as follow-up, or on its own. See Creating a survey.

In-depth interviews. One-on-one video interviews. Participants book their own time from your availability, and each interview gets its own recorded and transcribed room, with bookings, recordings, and notes kept together. See Setting up an interview study.

All three share the same foundation: a guide made of activities, results you can filter, an AI assistant, and Report Builder.

Synchronous or asynchronous

Most facilitated sessions are synchronous: everyone joins at the same time with a live moderator. A facilitated session can instead run asynchronously, where participants work through the activities on their own schedule inside a window you set. See Async sessions.

Who’s who

Every user in Converge has a role. From least to most access:

Participant. Joins a session and responds to activities. Participants never see the moderator controls.
Observer. Watches a session without responding. Observers can chat with the session team in a private observer chat.
Reviewer. Can open a session and its results without running it. Useful for clients and stakeholders who want to read the output.
Session Leader. Creates and runs sessions. This is the moderator role, and most of this help center is written for it.
Group Leader. Everything a Session Leader can do, plus managing the users in their account group.
Company Admin. Account-wide access across groups, plus a few settings only admins can change, such as unlocking anonymity on a session.

Roles for your own team are set on the Groups page. Participants and observers for a specific session are added on that session’s roster and don’t need a team account.

The vocabulary

Session. One engagement: a title, a date, a roster, and a session guide.
Roster group. A set of people who go through the session together at a given time. Every session starts with one group. You add more when you want to run the same guide for several cohorts or time slots, and the results roll up across groups.
Registration settings. The invitee list for a session: who has been invited, who has registered, and who has declined.
Session guide. The agenda. It’s built from sections, each holding one or more activities.
Activity. A single on-screen task for participants: an Info screen, an Ideas brainstorm, a Rate, Select or Rank exercise, a Survey, or a Categorization. See Activity types.
Access links. The links and join code that get people into a session: participant login links, an observer link, invite links, and an in-person join code with a QR code.
Results. What participants submitted, shown live during the session and available afterwards with filters.
Deliverables. The outputs generated from results: AI-built PowerPoint decks, Report Builder documents, and raw Excel and Word exports.

The shape of a typical session

Create the session and set its date, time, and options. See Creating a session.
Build the session guide, by hand or by generating a draft from a brief with AI. See Building the session guide.
Invite participants by email, share a join link, or show a join code on screen. See Inviting participants.
Run the session. Participants join, connect to the voice call, and the moderator walks the group through the guide one activity at a time, showing results as they come in. See Running a live session.
Work with the results afterwards: filter them, ask the session assistant questions, and generate deliverables. See Results and analytics.