Back

Agentic & Conversational AI for Research

Trust is a must – see reasons to believe in autonomous and conversational AI.

Wednesday, Feb 11th at 12:00 PM ET

Introductory Presentation by Greenbook + Tech Demos with Live Q&A

See agenda

Agentic AI can independently perform many research tasks for you, including conversing with your audience, analyzing their feedback, and recommending what to do next, research-wise or even business-wise. No matter how complex the process or how many audience members are engaged, agentic and conversational AI can not only keep track of it all, but move it forward productively.

Of course, you wouldn’t hand over your critical research functions or customer relationships to even the most experienced agency without first developing a level of trust with them. The same applies to AI agents, but how do you develop that trust? You might start by attending this showcase to see experts demonstrate the autonomous and conversational AI technology to which they have already entrusted their business and careers.
 
The applications for agentic and conversational AI are legion. Consider uses such as:

  • Automated qual moderation
  • Conversational surveys
  •  AI-powered probing
  • Virtual agents for data collection
  • AI co-pilots for researchers

In theory, agentic and conversational AI platforms fundamentally change the research process from a pre-scripted Q&A to an adaptive dialogue. In practice….? You’ll have to see for yourself.

Join us Wednesday, February 11th for demonstrations of technology for agentic and conversational AI from the innovators who have trusted their own businesses to it!

Start or continue the journey from buzz to facts to reasons to believe by seeing how autonomous and conversational AI works with your own eyes.

Who should attend?

  • Qualitative & design researchers who want to understand AI moderation
  • Innovation & product teams looking for faster reads without losing depth
  • Research & insight operations leaders looking to leverage automation and AI co pilots
  • Insights, CX, & marketing leaders intrigued by how agentic AI can change the economics
  • Platform & data teams exploring how to embed AI assistants or agents 

Agenda

Greenbook's Guide to Agentic & Conversational AI Technology

Class

12pm ET

20 min

  • Agentic & conversational AI technology overview
  • Types of solutions
  • Key features
  • Next frontiers
  • Other considerations when shopping for technology

Show more

Recollective Inc.
Recollective: Conversational AI for Qual

Demo

12:20pm ET

20 min

With Recollective’s Conversational AI, participants get to engage in dynamic, back-and-forth discussions—while you stay focused on uncovering insights.

In this session, Dana Cassady will walk through real-world scenarios to show how Conversational AI can:

  • Nudge participants to open up and reveal the “why” behind their answers
  • Spark richer stories that translate into business impact
  • Turn conversations into insights you can actually do something with

Show more

Terac
Terac: Building Research Panels for the AI Era

Demo

12:40pm ET

20 min

Show more

Bulbshare
Bulbshare from SMG: Cutting Through the Noise: Meet the Agentic Moderator Getting to the 'Why' Faster

Demo

1pm ET

20 min

Meet the AI agent helping researchers focus on thinking, not filtering.
Gone are the days spent wading through participant responses, irrelevant data, and unanswered questions. With Bulbshare’s moderation agent, researchers can get to the why faster: AI now moderates, filters, and summarises responses, conversational AI probes deeper in real time within surveys, and predictive agents guide question flow—turning hours of manual work into actionable insight in minutes.

Show more

Caplena
Caplena: Discovering Insights in Customer Data with AI Agents

Demo

1:20pm ET

20 min

Understanding customers at scale requires more than charts and dashboards. In this tech showcase, we introduce Caplena’s Insight Agent — an AI analyst designed to actively discover insights in customer and brand data.

See how the Insight Agent explores feedback from trackers, ad-hoc studies, and ongoing research to uncover emerging themes, experience drivers, and sentiment patterns in real time. Instead of manually coding or building queries, simply ask questions and watch the agent surface the answers — from journey friction and product signals to brand perception and segment-level performance.

Designed for CX, brand, and research teams as well as agencies, Caplena accelerates insight discovery, supports hypothesis testing, and scales analysis across projects and clients. Interactive exploration, transparent source links, and executive-ready visualizations ensure every finding is explainable, shareable, and ready to drive decisions.

Join this session to see how AI agents are redefining how insights are discovered — and how customer data becomes strategic intelligence.

Show more

Yasna.ai
Yasna: Discovering Concept-Ready Insights with AI-Moderated Research

Demo

1:40pm ET

20 min

Innovation success is often determined long before concepts are validated or products are launched — at the Discovery stage. Yet Discovery is also where uncertainty is highest, and traditional qualitative research often becomes a bottleneck rather than an enabler.

In this session, we’ll explore why Discovery remains one of the highest-risk phases of New Product Development, and how Yasna can support teams at this stage. 

We will introduce a new, iterative approach to Discovery. Built on a model that combines AI-moderated conversational research with expert human interpretation, this framework enables teams to generate deep qualitative insight at speed, at scale, and with consistency across markets.

We will cover:

  • When and why Discovery risk increases.
  • How structured, iterative Discovery reduces late-stage failure and increases decision confidence.
  • How AI-moderated research with Yasna supports Discovery, from exploration to validated concepts.

Show more

Key Takeaways

Overview of the Landscape

A structured way to look at agentic and conversational AI functions, features, and use cases.

Trusting Your Audience to AI

How conversational AI interacts with your customers and prospects.

Trusting Your Processes to AI

Which research and insights processes are ripe for autonomous agents and what to expect from them.

All upcoming showcases

Agentic & Conversational AI for Research

Wednesday, Feb 11th at 12:00 PM ET

Agentic & Conversational AI for Research

Trust is a must – see reasons to believe in autonomous and conversational AI.

Learn more

Video Intelligence & Visual Insights

Wednesday, Mar 4th at 12:00 PM ET

Video Intelligence & Visual Insights

Lights! Camera! Analysis! Video as structured, quantifiable data.

Learn more

Automating Insights Workflows

Wednesday, Mar 25th at 12:00 PM ET

Automating Insights Workflows

Why swivel when you can recline? Make the system work for you.

Learn more

AI Use Cases in Research & Analytics

Wednesday, Apr 15th at 12:00 PM ET

AI Use Cases in Research & Analytics

Don’t just delegate tasks – transform your workflow!

Learn more

Register

to watch the best research tech in action: LIVE and ON DEMAND