> ## 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.

# Adding participants

> Learn how to add and manage participants for your research agents

<Info>
  **Research agents** are available on the **Growth plan**. See [Set up your workspace](/getting-started/setup-workspace) for plan details.
</Info>

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

<Info>
  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.
</Info>

## 1. Accessing the Participant Menu

1. From the **Agents** page, locate the specific research agent card.

2. 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

<Tabs>
  <Tab title="Manual Entry">
    ### Option A: Manual Entry (Add New)

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

    1. Select the **Add new** tab.

    2. Enter the **First name**, **Last name**, and **Email**.

    3. **Additional Context Fields:**

       * **Company:** The user's organization.

    <Accordion title="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.
    </Accordion>

    4. **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).

    5. Click **Add participant**.
  </Tab>

  <Tab title="CSV Import">
    ### Option B: Import from CSV

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

    1. Select the **Import from CSV** tab.

    2. **Format your file:** Your CSV must contain specific columns based on your template type.

    3. **Required Headers (Case Sensitive):**

       You must use the exact header names below. The importer will not recognize them if they are capitalized differently.

    <Accordion title="Standard Fields (All template types)">
      ```csv theme={null}
      first_name,last_name,email,company_name
      John,Doe,john@example.com,Acme Corp
      Jane,Smith,jane@example.com,Beta Inc
      ```
    </Accordion>

    <Accordion title="NPS Follow-up Fields">
      For NPS templates, include these additional columns:

      ```csv theme={null}
      first_name,last_name,email,company_name,nps_score,nps_comment
      John,Doe,john@example.com,Acme Corp,9,"Great product, love the UI"
      Jane,Smith,jane@example.com,Beta Inc,6,"Needs better support"
      ```
    </Accordion>

    4. Upload your file.

    5. Choose whether to **Send email invitation** automatically to all imported users.
  </Tab>

  <Tab title="From People">
    ### Option C: Select from People

    If users already appear in Propane from earlier research agents or synced integrations, you can select them here.

    1. Click the **Select from people** tab.

    2. Search for the user by name or email.

    3. Select them to add them to this specific research agent campaign.
  </Tab>
</Tabs>

## 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.                                                                                                                                                                       |

## Related

* [Creating a research agent](/interviews/create-interview)
* [Email and link distribution](/distribution/email-link-distribution)
* [People](/context/people/navigating-people) — when using **Select from people**