Adding participants

Research agents are available on the Growth plan. See Set up your workspace for plan details.

There are three ways to add participants to your research agents: manually, via CSV import, or from your existing Propane history.

Different template types may require specific data fields. For example, NPS templates require the participant’s score and original comment to enable contextual AI conversations.

From the Agents page, locate the specific research agent card.
Click the + Add participants button directly on the card, or open the research agent and navigate to the Participants tab.

2. Methods for Adding Participants

Manual Entry
CSV Import
From People

Option A: Manual Entry (Add New)

This method is best for adding individual users or testing the flow with internal team members.

Select the Add new tab.
Enter the First name, Last name, and Email.
Additional Context Fields:
- Company: The user’s organization.

NPS-Specific Fields

For NPS Follow-up templates, you’ll also need to provide:

NPS Score: Enter the specific score (0-10) they gave in the original survey. The AI needs this to determine if it should treat the user as a Promoter, Passive, or Detractor.
NPS Comment: Copy the text feedback they provided (e.g., “Your product is great”). This gives the AI context to ask relevant follow-up questions.

Invitation:
- Check “Send email invitation” to have Propane email them immediately.
- Uncheck this if you plan to send the link manually (e.g., via Intercom, Slack, or SMS).
Click Add participant.

Option B: Import from CSV

This is the standard method for bulk uploading a list of recent survey respondents.

Select the Import from CSV tab.
Format your file: Your CSV must contain specific columns based on your template type.
Required Headers (Case Sensitive): You must use the exact header names below. The importer will not recognize them if they are capitalized differently.

Standard Fields (All template types)

first_name,last_name,email,company_name
John,Doe,[email protected],Acme Corp
Jane,Smith,[email protected],Beta Inc

NPS Follow-up Fields

For NPS templates, include these additional columns:

first_name,last_name,email,company_name,nps_score,nps_comment
John,Doe,[email protected],Acme Corp,9,"Great product, love the UI"
Jane,Smith,[email protected],Beta Inc,6,"Needs better support"

Upload your file.
Choose whether to Send email invitation automatically to all imported users.

3. Managing Participants & Invites

Once participants are added, they appear in your list view. You can manage individual users using the three dots menu (…) on the right side of their row.

Action	Description
View Insights	See the results once the session is completed.
Copy Session Link	Generates a unique URL for that specific user. Pro Tip: Use this if you want to send the link personally via a different channel (like a direct message or personal email) rather than the automated Propane email.
Send Email Invite	Triggers the standard Propane email invitation (useful if you initially added them without sending an invite).
Remove Participant	Deletes the user from this specific campaign.

Creating a research agent
Email and link distribution
People — when using Select from people

Get started

Spaces & canvas

Signals & customers

Research agents

Settings

1. Accessing the Participant Menu

2. Methods for Adding Participants

Option A: Manual Entry (Add New)

Option B: Import from CSV

Option C: Select from People

3. Managing Participants & Invites

Get started

Spaces & canvas

Signals & customers

Research agents

Settings

Documentation Index

​1. Accessing the Participant Menu

​2. Methods for Adding Participants

​Option A: Manual Entry (Add New)

​Option B: Import from CSV

​Option C: Select from People

​3. Managing Participants & Invites

​Related

1. Accessing the Participant Menu

2. Methods for Adding Participants

Option A: Manual Entry (Add New)

Option B: Import from CSV

Option C: Select from People

3. Managing Participants & Invites

Related