A Brief Platform Description
Engage is an AI-driven conversational survey platform developed by CloudResearch that transforms traditional surveys into dynamic, interactive dialogues. The platform uses generative AI technology to conduct interviews, generate follow-up questions, and probe responses, enabling researchers to collect rich qualitative and quantitative data efficiently.
Frequently Asked Questions
Data Types Collected
- No personally identifiable information (PII) is collected through the Engage system
- Panel IDs from CloudResearch Connect are maintained for compensation purposes only but are not associated with any PII
Data Storage & Security
- Data is stored on university secure servers and CloudResearch secure servers
- Utilizes industry-standard encryption for data both in transit and at rest
- Only authorized researchers have access to participant responses
- Participant data can be deleted upon study completion or by request
- SOC 2 – Type 2: Security, Availability, Processing Integrity, Confidentiality, and Privacy controls
- NIST 800-171: Guidelines for protecting controlled unclassified information
- ISO 27001:2022: Information security management system standards
- HIPAA: For research involving protected health information
- GDPR: Compliance with European data protection regulations
Participant Disclosure
The following language is recommended for consent forms when using Engage:
“This study uses CloudResearch’s Engage, an AI-powered conversational survey platform. You will interact with an AI interviewer that will ask you questions about <your research topic>. Your responses will be analyzed both by the research team and by artificial intelligence tools to identify themes and patterns. No personally identifiable information will be collected through this platform.”
Minimal Risk Profile
- The platform presents minimal risk to participants
- Interaction is similar to standard online surveys but in a conversational format
- Participants maintain the ability to withdraw at any time
Conversational Format & Safety Features
- Transforms traditional survey questions into natural dialogue while maintaining research focus
- Features robust guardrails to prevent inappropriate questions or harmful suggestions
- Integrated AI moderator reviews each question before presenting it to participants
- Automatically edits flagged questions in real time before display
- Built-in ethical safeguards tailored for research—not general-purpose AI
- Follows predetermined research paths with natural follow-ups
Engage is protected by US Patent Nos. 12,243,066 & 12,254,873 (granted in 2025).