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Documentation Index

Fetch the complete documentation index at: https://docs.usepropane.ai/llms.txt

Use this file to discover all available pages before exploring further.

Once you’ve created your research agent and added participants, you can distribute it through multiple channels. This guide covers email invitations, direct links, and walk-in access.

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Email Invitations

Email invitations are automatically sent from Propane when you add participants with the “Send email invitation” option enabled.

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What participants receive

When you send an email invitation, participants receive:
  • A personalized email from your configured sender profile
  • A unique link that tracks their specific session
  • Any custom messaging you’ve configured on the landing page

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Sending invitations

When adding participants (manually or via CSV), check the Send email invitation option to immediately trigger the invitation email.
This is the most common method for bulk outreach after importing a CSV of participants.

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Email deliverability

Emails are sent from the sender profile you selected when you created the research agent. Make sure your sender profile is properly configured with:
  • A recognizable sender name
  • Your organization’s branding (if configured)
Sending too many emails in a short period may trigger rate limits. Contact support if you need to send to large lists (1000+ participants).
Every participant gets a unique session link that you can share through any channel you prefer.
  1. Navigate to the Participants tab of your research agent
  2. Find the participant in the list
  3. Click the three dots menu (…) next to their name
  4. Select Copy Session Link
Use this method to send sessions through your preferred channels: Slack DMs, Intercom messages, SMS, or personal emails.
  • Unique per participant - Each link is tied to a specific participant and cannot be shared
  • Pre-filled context - The AI already knows the participant’s information (name, company, NPS score, etc.)
  • Single use - Once completed, the link shows the thank you message
  • No expiration - Links remain valid unless you remove the participant

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Common use cases

Personal outreach

Send via Slack, Teams, or direct message for high-touch engagements

In-app messaging

Trigger via Intercom, Zendesk, or your customer support tool

SMS campaigns

Include in text message campaigns for mobile-first audiences

Custom workflows

Integrate into your own notification systems via API

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Walk-in Distribution

Walk-in mode allows anyone to participate without being added as a participant first. This is ideal for open feedback collection.
Walk-in mode is only available for custom templates (not NPS follow-ups, which require pre-existing scores).

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Enabling walk-in mode

Walk-in access is configured when you create the research agent or can be enabled later:
  1. Open your research agent settings
  2. Enable Walk-in mode in the distribution settings
  3. Participants will be prompted to enter their information before starting

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Walk-in vs. standard distribution

FeatureStandard InvitationsWalk-in Mode
Participant pre-registrationRequiredNot required
AI contextHas full participant dataOnly has what user provides
Best forTargeted feedback, NPS follow-upsOpen feedback, website widgets
Access controlOne unique link per personOne shared link for everyone

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Walk-in use cases

  • Website feedback widgets - Embed on your site for visitor feedback
  • Event QR codes - Print QR codes at events for instant feedback collection
  • Public feedback forms - Share one link via social media or other channels
  • In-store tablets - Set up kiosks for customer feedback at physical locations

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Collecting participant information

In walk-in mode, participants are prompted to provide:
  • First name
  • Last name
  • Email address
Once a walk-in participant completes the signup form, they appear in your Participants list just like invited participants.

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Best Practices

1

Choose the right distribution method

  • Email invitations for formal, tracked outreach to known contacts
  • Direct links for personal, high-touch engagement through existing channels
  • Walk-in mode for open, public feedback collection
2

Personalize your messaging

Use dynamic variables like {{participant_name}} in your landing page text to create personalized experiences, especially for email and direct link distribution.
3

Track engagement

Monitor the Participants tab to see who has:
  • Received invitations
  • Opened the landing page
  • Started the session
  • Completed the session
  • Not yet responded (for follow-up)