Platform Capabilities
A complete reference of the 50 modules and features currently available in the Quali-Fi platform, from core infrastructure through to advanced qualitative and quantitative research workflows.
Core Platform
The foundational layer that underpins every user session, organization, and administrative workflow.
Handles authentication and authorization so users only reach areas they are permitted to access. Includes login, token validation, session handling, role checks, and protected routes.
Manages organizations as the primary tenancy unit for the platform. Covers organization records, status changes, slug/subdomain handling, and org-level administration.
Provides administration tools for Command Center user accounts and permissions. Includes user listing, detail views, creation, edits, deletion, and role/status management.
Serves as the hub for connecting and managing integrated applications. Covers application listing, connection setup, detail pages, sync settings, and health/status tracking.
Records important system actions for debugging, support, and compliance. Includes action history, admin activity logs, and operational event tracking.
Stores user-specific UI preferences so the experience persists across sessions. Covers persisted dashboard settings, view choices, and timeframe selections.
Dashboards & Analytics
Role-based dashboards and intelligence views that surface the metrics and project snapshots teams need at a glance.
Provides the main organization dashboard entry point for everyday work. Includes role-based landing pages, summary cards, and navigation entry points.
Lets users switch between dashboards that their role and package can access. Handles dashboard switching logic, allowed-view filtering, and preference persistence.
Shows panel-oriented metrics and charts for organization operators. Includes member totals, growth charts, demographic breakdowns, survey participation, and communication stats.
Provides fast access to operational workflows without exposing unavailable sections. Includes quick links, section cards, recent work summaries, and permission-based visibility.
Presents research intelligence metrics and snapshots for project-level review. Includes KPI summaries, project snapshots, confidence cues, and historical view data.
Presents structured research outputs for qualitative and hybrid projects. Covers project dashboards, research summaries, and insight views.
Survey & Quantitative Research
End-to-end survey tooling from building and deploying through to response analysis and eligibility control.
Supports building and maintaining surveys from draft to deployment. Covers survey structure editing, sections, questions, logic, and display settings.
Handles how surveys are distributed to intended audiences. Covers deployment channels, portal routing, and member-targeted delivery.
Provides the reporting layer for survey performance and response review. Includes response summaries, question analysis, coding workflows, and analytics views.
Supports the question formats that respondents can answer in live surveys, including text, matrix, ranking, map, signature, and hot spot question types.
Presents survey response data in a readable table for analysis and review. Covers question-level response rows, formatted complex answers, and export-friendly display.
Manages concept testing flows and their associated survey data. Covers concept setup, linked evaluation questions, and concept analytics.
Summarizes survey activity at the individual member level. Covers member-level response aggregation and participation summaries.
Ensures surveys appear only to the members they were intended for. Includes signup-date checks, targeting rules, and access validation.
Renders survey questions for respondents and normalizes their answers. Covers respondent question UI, answer capture, and validation logic.
Panel & Member Management
Everything needed to build, manage, and incentivize a research panel, from portals and invitations to rewards and payouts.
Provides administration tools for managing member records and access paths. Includes member lists, profiles, invitations, imports, and portal assignment.
Lets admins manage member portals used for participant access. Covers portal creation, portal records, and portal access structure.
Supports invite-based signup for new members and users. Covers invite links, account creation flow, and onboarding handling.
Tracks incentive balances and redemption-related rewards activity. Covers points balances, reward tracking, and payout-related state.
Lets members request payouts and admins process them through the reward flow. Covers member payout requests, admin approval, and processing steps.
Qualitative Research
Rich qualitative research methods, from async discussions and diary studies to moderated live sessions and video review workflows.
Supports discussion-based community and research conversations. Covers discussion boards, threads, posts, and qualitative engagement.
Supports longitudinal diary research workflows. Covers diary study administration and diary entry collection.
Supports asynchronous video feedback and review workflows. Covers video review capture, feedback entry, and review management.
Supports moderated live research sessions and interview workflows. Covers live session setup, participant coordination, and session tracking.
Converts recorded session audio into transcripts for later review. Covers transcript generation, storage, and display.
Supports open-end coding workflows for qualitative text responses. Includes codeframes, coding jobs, review queues, overrides, and apply-to-similar tools.
Reporting & Report Builder
Custom report assembly with drag-and-drop components, shareable outputs, and branded visual assets.
Lets users assemble custom reports from reusable visual and text components. Supports drag-and-drop report items, text blocks, images, charts, and layout controls.
Renders saved reports for people who access them through a share link. Covers token-based shared report rendering and persisted report item display.
Messaging & Communications
Platform-native communication tools covering email, SMS, in-platform messaging, and scheduling.
Supports message-based communication features used across the platform. Covers platform messaging workflows and communication-related operational handling.
Provides reusable email creation and sending for system communications. Includes template editing, previewing, testing, and outbound email delivery.
Supports SMS-related messaging and opt-out processing. Covers SMS delivery workflows and unsubscribe handling.
Provides calendar functionality for operational scheduling needs. Covers scheduling views and calendar-related API support.
Integrations & API
Connectivity layer for external apps, sample providers, webhook-driven workflows, and cross-application handoffs.
Supports authenticated integration between the platform and other applications. Covers application auth, token exchange, and connected app access.
Supports outbound and inbound webhook-driven integrations. Covers webhook configuration, event delivery, and signature verification.
Supports audience deployment and external sample integration workflows. Covers audience pricing, deployment snapshots, and external fieldwork integration.
Supports the integration surface between the platform and the panel app. Includes shared navigation, linked access, and cross-app handoff flows.
Manages the broader network of Q-Fi applications from the hub. Covers connected application records and application-to-application setup.
Supports ad evaluation workflows and associated analytics. Covers ad setup, responses, analytics, and eye-tracking-style heatmaps.
Platform Administration
System-wide configuration, billing, file storage, and branding controls for platform operators.
Centralizes system and organization administration settings. Covers platform configuration, billing controls, and organization settings.
Manages paid plans and the billing flow for organizations. Covers package plans, checkout, billing cycles, and subscription lifecycle.
Stores system-wide configuration used by shared application logic. Covers global settings for pricing, integrations, and platform behavior.
Provides central file handling across the application. Covers upload, browse, select, and reuse of assets.
Stores reusable brand assets for dashboards, reports, and templates. Covers brand files, logos, and visual assets used across screens.
Supports controlled point reconciliation and remittance operations. Covers import, analysis, execution, and audit trail workflows.
50
Shipped features
9
Module categories
1
Unified platform
See It in Action
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