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Research API Integration Checklist

By Kevin, Founder & CEO

Research API integration is the work of wiring a customer research platform — recruitment, AI-moderated interviews, and analysis — into your own product, so your users launch studies and receive structured findings without leaving your app. This checklist takes a product and engineering team from a first API key to a production integration, grouped into six phases you can work through in order.

It is the builder’s companion to the research infrastructure platform, which explains the underlying stack, and to the pillar on building customer research into your product, which explains the strategy. This page is the operational punch list: what to check off in each phase, in what order, and where the specifics live in the API documentation.

Why build research into your product instead of bolting on a tool?

Because a panel, a moderation engine, and an analysis pipeline are each a multi-year build, and your users do not want to leave your product to run a study. When research is a separate tool, the research question that arises mid-workflow — a new feature ships, a metric drops, a customer objects — usually goes unanswered because switching tools is friction. When research is an API call your product already makes, the question gets answered in the flow.

The integration also compounds. Every study your product runs adds to a searchable knowledge layer your customers can query later, so the tenth study is worth more than the first. That compounding is why the isolation and export decisions below matter more than they look: they determine whether each customer’s intelligence stays theirs and stays useful.

Here is the whole path at a glance.

PhaseWhat you doWhat it unblocks
1. AccessSign up, generate an API key, read the docsAuthenticated calls
2. ConnectChoose REST or MCP, wire auth, make a first test callA working round-trip
3. Multi-tenantMap each customer to an isolated workspaceSafe production data separation
4. First studyCreate a study, choose panel or your customer’s listReal interviews in the field
5. ResultsRetrieve structured JSON, surface it, handle the async waitFindings in your UI
6. Go liveReliability, quality-only billing, monitoring, exportProduction readiness

Phase 1 — Access: sign up, generate a key, read the docs

The goal of Phase 1 is a valid API key in your environment and enough of a mental model to know which calls you will make. Nothing here touches production, so move fast.

  • Sign up at app.userintuition.ai/sign-up — the Starter plan is free, includes three interviews, and needs no credit card
  • Generate an API key from Settings — a single key of the form ui_sk_ authenticates every call, with no separate scope configuration to manage
  • Store the key in your secrets manager, never in source control or client-side code
  • Skim the MCP server overview to see the full surface — study creation, recruitment, interview execution, transcript analysis, and knowledge retrieval
  • Decide, roughly, which capabilities your product needs first: fast panel polls, full moderated studies, or queries over accumulated findings

The three free interviews are enough to build and validate the entire integration before you spend anything. Treat them as your integration budget, not a demo — running a real study through your own code in Phase 4 is the fastest way to surface the questions the docs do not answer.

One decision to make early rather than late: whether an AI agent will drive research in your product, or whether conventional application code will. That choice shapes Phase 2, and it is the fork between the REST API and the MCP server.

Start free, integrate before you spend. Three interviews, no card, the full API surface. Get an API key →

Phase 2 — Connect: REST or MCP, wire auth, first test call

The goal of Phase 2 is one successful round-trip: an authenticated call that returns real data. Pick your integration surface first.

DimensionREST APIMCP server
Best forConventional backend services, server-to-server callsAI agents and LLM-driven workflows
Integration styleHTTP requests you build and version yourselfDynamic tool discovery with typed schemas
Who calls itYour application codeClaude, ChatGPT, Cursor, or any MCP-compatible framework
AuthenticationSingle ui_sk_ keyThe same single ui_sk_ key
Choose it whenYou want explicit control over each requestYou want research invoked in natural language

Both surfaces expose the same platform, so the choice is about how your product calls it, not what it can do. Many teams run both — REST for scheduled backend jobs, MCP for an in-product agent.

  • Choose REST or MCP based on the table above (you can add the second surface later)
  • Wire authentication: pass the ui_sk_ key as your service’s credential; for MCP, connect over stdio for local development or Streamable HTTP for production, per the docs
  • Make a first test call that only reads — list studies, list available languages, or list interview modes — so you confirm auth without creating anything
  • Confirm the response parses and your error handling catches a deliberately bad key
  • Log the request and response shapes you will depend on, so schema changes are easy to spot later

For agent-driven products, the customer interview API for AI agents walks through the tool groups an agent uses end to end, and agentic research covers what becomes possible once an agent can recruit and interview real people. The MCP consumer research integration guide is the deeper walkthrough of connecting an MCP client. Keep exact tool names, arguments, and endpoint paths sourced from the documentation rather than hard-coding them from memory.

Phase 3 — Multi-tenant: map your customers to isolated workspaces

The goal of Phase 3 is that no customer of yours can ever see another customer’s research. This is the phase builders most often defer and most often regret deferring, because isolation is far cheaper to design in than to retrofit once studies are live.

The model is straightforward: each customer in your product maps to a separate workspace in the platform, and every API call is scoped to the right workspace. Studies, participants, transcripts, and the accumulated knowledge layer all live inside a workspace, so isolation at the workspace boundary isolates everything downstream.

  • Decide your tenancy mapping: one workspace per customer is the safe default; a shared workspace with project tags only works if customers never need data separation
  • Store the mapping between your internal customer ID and the platform workspace ID in your own database
  • Scope every call to the correct workspace, and add a guard in your code that refuses a call if the workspace ID is missing or mismatched
  • Decide what read-back access, if any, each customer gets to their own results, and never expose cross-customer aggregates unless a customer has explicitly opted in
  • Test isolation deliberately: create two test workspaces, run a study in each, and confirm neither can retrieve the other’s data
  • Document who on your team can administer workspaces versus who can only launch studies

The compounding knowledge layer makes isolation doubly important. Because each workspace accumulates queryable findings across every study it runs, a leak is not just one exposed transcript — it is one customer’s entire research history visible to another. Get the boundary right here and the rest of the integration inherits it.

Isolation is a Phase 3 decision, not a Phase 6 patch. Map customers to workspaces before your first production study. See the infrastructure model →

Phase 4 — First study: panel or your customer’s list?

The goal of Phase 4 is a real study in the field, launched by your code. The first decision inside it is where participants come from.

DimensionManaged panelYour customer’s own list
Who supplies participantsUser Intuition’s 4M+ vetted panel across 50+ languagesYour customer’s contacts, uploaded or synced
Best forReaching an audience your customer cannot recruitTalking to people your customer already knows
TargetingRole, seniority, company size, industry, geography, behaviorWhatever segmentation your customer already holds
IncentivesHandled and distributed automatically on completionUsually none — these are existing relationships
Speed to fieldMinutes to invite, results in about 24 hoursDepends on your customer’s response rates
BillingPer quality interview; only quality interviews billedPer quality interview; only quality interviews billed

Most products end up offering both paths and letting the customer choose per study. Panel recruitment reaches strangers who match a profile; a bring-your-own list reaches known users.

  • Create a study: configure the AI moderator, the study type, the discussion guide, and the language
  • Choose recruitment: recruit from the panel by segment, or invite your customer’s own contacts individually
  • For panel studies, set targeting parameters — role, company size, industry, geography, and any custom screening
  • For bring-your-own studies, sync or upload the contact list and confirm consent to contact is already handled on your side
  • Preview the cost and timeline before launch: studies start at about $150, quality interviews are $25 each on the Pro plan, and only quality interviews are billed
  • Launch against a small sample first — 10 to 15 interviews — to validate the guide and the flow before scaling up

Do not add a consent screener or a “willing to participate?” question to your guide; consent is handled outside the study configuration, and duplicating it is a UX bug. Keep your discussion guide focused on the research question. Field a small first study, read the transcripts, and adjust the guide before you commit to a larger run.

Phase 5 — Results: retrieve structured JSON and handle the 24-hour wait

The goal of Phase 5 is findings inside your own interface. Two things define this phase: the results are structured, and they arrive asynchronously.

Structured means you do not parse raw transcripts to get value. Analysis returns preference splits, ranked themes, minority objections, segment breakdowns, and verbatim quotes as JSON your UI can render directly. Asynchronous means interviews take time to field, so your integration launches a study and then waits — it does not block a request while people are being interviewed.

  • After launch, poll for study status on an interval, or register a callback if your integration supports one, rather than holding a request open
  • Retrieve structured results once fielding completes: theme summaries, verbatims, and segment findings, all as JSON
  • Design your UI states for the wait: “study fielding,” “partial results in,” and “complete,” so your users see progress instead of a spinner
  • Surface findings natively — render themes, quotes, and splits in your product’s own components rather than linking out
  • For products with prior studies, add a query over the accumulated knowledge layer so a customer can ask a question and get an answer from past research in seconds, with no new study
  • Handle the empty and low-signal cases: a study that returns thin results should degrade gracefully in your UI

Plan around the timing rather than against it. Standard studies return in about 24 hours, smaller moderated runs in a few hours, and rapid panel polls faster still. The knowledge-layer query is the fast path once a workspace has history, and it is what turns a series of one-off studies into an asset your customers keep returning to. The research infrastructure overview covers how the analysis and knowledge layers fit together.

Phase 6 — Go live: reliability, quality-only billing, monitoring, export

The goal of Phase 6 is a production integration you can leave running. The build is done; this phase is about the properties that keep it healthy under real traffic.

  • Reliability: make study-creation calls idempotent so a retry never fields a duplicate study, and add retries with backoff on transient failures
  • Quality-only billing: reconcile that only quality interviews were billed against each study, and expose that to your customers so the billing model is visible, not opaque
  • Monitoring: track study status, completion rates, and API error rates, and alert on studies that stall or on a spike in failed calls
  • Support paths: wire in a way for your customers to reach help, and know how to escalate a platform-side issue through the documented support channel
  • Data ownership and export: confirm your export path for transcripts and structured JSON, and settle retention handling before production traffic — the data belongs to you and your customers
  • Rate and load: understand the platform’s limits for your plan and shape your job scheduling around them
  • Rollout: ship the integration to a subset of customers first, watch the monitoring, then widen

Quality-only billing deserves a line in your own product. Because interviews that fail the quality bar are not charged, your customers pay for signal, not attempts — and making that visible in your billing UI turns a platform property into a trust feature you own. The 98% participant satisfaction and 5/5 G2 and Capterra ratings behind the platform are worth surfacing to your customers for the same reason.

Ship it to a few customers first, then widen. Reliability, billing reconciliation, and export settled before full rollout. Read the API docs →

How does User Intuition handle the research API integration?

User Intuition exposes the full qualitative research stack — recruitment from a 4M+ vetted panel across 50+ languages, AI-moderated voice, chat, and video interviews that ladder 5 to 7 layers deep, and automated analysis — as one API and one MCP server. Your product builds on it and owns the customer relationship; the platform returns the real human signal as structured JSON. The research infrastructure platform is the front door for the stack, and agentic research is the front door for agent-driven use.

Pricing is built for embedding, not for one-off buying: $25 per quality interview on the Pro plan, studies from about $150, only quality interviews billed, and a free Starter plan with three interviews so you can integrate before you spend. If you are embedding research to resell it to your own customers, the reseller economics are worked out case by case — talk to us and we will size it to your model rather than force a standard rate card.

Work the six phases in order, keep exact tool names and payloads sourced from the documentation, and you move from a first API key to a production integration in days. That is the difference between building research infrastructure and integrating it: the panel, the moderation engine, and the analysis pipeline already exist, so your team spends its time on the part that is yours — the product your customers rely on.

Note from the User Intuition Team

Human moderation, done well, is the gold standard. A skilled moderator reads silence, follows a half-thought, knows when to push and when to wait. The trouble is what that costs at scale: one moderator, one participant, one hour at a time — and by interview a hundred, even the best aren't asking the same questions they asked at interview one.

User Intuition keeps what makes great moderation great — the depth, the laddering, the patient probing — and removes what holds it back. The AI moderator ladders 5–7 levels deep on every interview, with no fatigue wall and no calendar to manage. It runs hundreds of conversations in parallel, so a study fills in hours instead of weeks. Setup takes five minutes: upload your study guide and we turn it into a plan, write the screener, recruit from our 4M+ panel, and launch. Every interview is automatically scored on Length, Depth, and Coverage; if it doesn't pass, you don't pay. No refund required.

Preview a real study output before you pay — the only platform in the industry that lets you evaluate the work first. A 5-interview study lands at $150 in 24 hours. Already convinced? Sign up and try with 3 free quality interviews.

Frequently Asked Questions

A research API integration wires a customer research platform — participant recruitment, AI-moderated interviews, and analysis — into your own product through an API. Your users launch studies and receive structured findings inside your app, instead of switching to a separate research tool. The platform supplies the panel, the moderation engine, and the analysis pipeline, so you integrate rather than build those systems yourself.

Use the REST API when conventional application code makes the calls and you want explicit control over each request. Use the MCP server when an AI agent or LLM-driven workflow drives the research, since it offers dynamic tool discovery and typed schemas that agents invoke in natural language. Both use the same single API key, so you can start with one and add the other later.

Map every customer in your product to a separate workspace in the platform, then scope each API call to that workspace. This keeps one customer's studies, participants, and accumulated findings from ever appearing in another customer's data. Multi-tenant isolation is the phase most builders under-invest in early, and it is the hardest thing to retrofit once studies are live.

Use the managed panel when your customer needs to reach an audience they cannot recruit themselves — the 4M+ vetted panel spans 50+ languages with targeting by role, industry, and behavior. Use your customer's own list when the research is about people they already have a relationship with, like existing users. Both bill the same way, and many products offer both paths.

Standard studies return structured results in about 24 hours. Small moderated studies of 10 to 15 participants often finish in a few hours, and rapid panel polls return directional signal even faster. Because fielding is asynchronous, design your integration to launch a study, then poll for status or receive a callback rather than blocking a request while interviews run.

On the Pro plan, quality interviews are $25 each and studies start at about $150. Only quality interviews are billed — interviews that fail the quality bar do not count against you. The Starter plan is free with three interviews on signup and no credit card, which is enough to build and test the full integration end to end before you commit spend.

Yes. The studies, transcripts, and structured findings generated through your integration belong to you and your customers, and you can export transcripts and structured JSON via the API at any time. Confirm your export path and retention handling during the go-live phase so data ownership is settled before production traffic, not after.
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