Manual pagesIntegration planning

Integration planning

Choose a workflow, make a key, and know which door it opens.

Choose the workflow first

You need toStart with
Bring a contact listThe REST API: add people, prepare their links, download the links.
Get a study's links into another toolThe REST API's study-links call, which returns the study link and the test link.
Create studies, read fieldwork and results from an assistantThe MCP server with an API key.
Send people from another survey or panelAn agreed respondent entry and outcome contract with the team.
Give an assistant the manualllms.txt and the plain Markdown pages.

Every door takes the same API key, made by any member in Settings. Research and Studio have different study and respondent runtimes: Studio's legacy REST, smart-link and webhook examples are not a contract for Research.

Events and connectors

Confirm the actual events, payloads, authentication, retries and reconciliation rules before relying on automatic delivery. A legacy interview.completed webhook does not establish that a Research response or report event is delivered.

A connector shown in the interface may require a separate account connection or activation. Confirm the source's usable filters, contact permissions, cost and current readiness. The team can review custom requirements.

Test the contract

  1. Use an isolated test workspace or agreed synthetic records.
  2. Check a wrong key, a revoked key, a read key on a write, and a study from another workspace.
  3. Test duplicate requests and recoverable failures.
  4. Verify participant identifiers and every relevant outcome.
  5. Reconcile a result and a downloaded file against the intended snapshot.
  6. Record which checks were local, hosted and provider-accepted.

Send a useful integration brief

Describe the system you use, the operation you need, expected volume, fields, formats, workspace boundaries and required timing. Include security and data-handling requirements.

Send the brief to hello@underheard.ai. The public docs can be shared freely; keys and private respondent links go through the agreed secure channel.