Book a callProfessional Services Flow gives each specialist team an agent module that works with Decipher, Dimensions, Confirmit, or Qualtrics as your hosting platform.
35+ research agencies use Metaforms for their research ops
How it works
Each module starts from the questionnaire, survey link, response file, or analysis plan used at that stage. Specialist responsible for the work reviews and approves the output.
Available To Select Teams
Upload a brief or existing questionnaire. Metaforms drafts and edits the questionnaire while the research manager approves each research decision.
Who uses it?
Research manager
Start with
Client brief or existing questionnaire
What Metaforms does
Drafts questions and suggests changes. Keeps each client comment with the correct version
What you get
Approved questionnaire ready for programming
30 to 80%
Reduction in programming time
based on questionnaire complexity
“We use it as a smart assistance tool,
while always ensuring that our experts provide the direction and oversight.”
Paolo Gambetti
Head of Innovation, Purdie Pascoe
Works where you work
Your survey stays in Decipher, Dimensions, Confirmit, or Qualtrics. Metaforms modules work with the files and plans your teams already use before and after hosting.
Create or import a project and review the generated XML. Send approved quotas and survey code to your Decipher account.
Use Metaforms with your UNICOM Dimensions account. Survey Programming and Change Management are available for supported project types.
Use Metaforms in your Qualtrics account. Survey Programming is available for supported project types.
Use Metaforms in Confirmit Survey Designer. Survey Programming is supported. Change Management has a limited rollout for supported projects.
The services
Both flows are designed to support complex research, and one organization can choose project by project. Keep the workflow in your existing stack with Professional Services, or run it on Metaforms with Agentic Flow.
Flow
Professional Services
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Agentic Flow
See agentic flowWorkflow and hosting
Your survey and delivery workflow remain in the platforms your team already uses
Metaforms owns the full workflow, including survey hosting
How automation works
A separate agent module automates work at each delivery stage
Metaforms coordinates every stage and takes accountability for the final output
Who reviews the work
The specialist responsible for each stage reviews and approves the module output
One research manager reviews key research decisions and final outputs
Technical configuration
Specialist teams can inspect and control the setup used at their stage
Metaforms handles programming and configuration in the background
Start here
Choose the delivery stage you want to automate first
Add a research objective or source document
Best for
Complex studies that need specialist control in the existing delivery stack
Straightforward studies that fit the stages available in the current pilot
