Product updates and latest releases
New
New feature
Interviews

Set clear expectations with the Participant Agreement option in Interviews

Optimal avatar
Shared by Optimal • September 22, 2026

Set clear expectations and secure consent with a new Participant Agreement option in Interviews. Add your own terms covering topics like privacy, data use, and what participants can expect from the session.

A clear participant agreement can help improve participant quality by making study requirements clear upfront. This helps screen out people who aren’t comfortable with your requirements and help ensure the right people get into the right study from the start.

When enabled, invited participants must read and agree to the terms before they can book an interview.

You'll find this option under Automated emails under Manage.