Platform Overview
A guided tour of the Terac researcher dashboard, including navigation, key pages, and workflows.
This page walks you through the main areas of the Terac platform so you can find what you need quickly.
Dashboard Navigation
The left sidebar is your primary navigation. It adapts based on whether you're at the organization level or inside a project.
Organization Level
| Page | What It Does |
|---|---|
| Home | Overview of recent activity across all projects |
| Opportunities | All opportunities across the organization |
| Experts | Browse and manage your internal panel of experts |
| Guides | Research guides across all projects |
| Activity | Organization-wide activity log |
| Integrations | Connected tools (Slack, Calendly) |
| Settings | Organization configuration, billing, members |
Project Level
| Page | What It Does |
|---|---|
| Opportunities | Opportunities belonging to this project |
| Guides | Research guides for this project |
| Recordings | Interview recordings and transcripts |
| Settings | Project-specific configuration |
Opportunity Workflow
The typical research workflow on Terac follows this path:
Create OpportunityConfigure ScreeningSet FiltersLaunch RecruitmentReview SubmissionsExport Results
Opportunity Overview Page
Once you create an opportunity, its overview page becomes your command center. From here you can:
- See participant progress at a glance
- Monitor recruitment status and sourcing channels
- Review incoming submissions
- Access opportunity settings and configuration
Key Tabs Within an Opportunity
| Tab | Purpose |
|---|---|
| Overview | High-level metrics, participant count history, opportunity status |
| Recruitment | Sourcing channels, recruitment links, and filter configuration |
| Submissions | All participant submissions with status tracking and review actions |
| Task | Configure what participants need to complete |
| Settings | Opportunity name, pricing, deadlines, and advanced configuration |
Research Guides
Research guides let you define structured discussion scripts that the AI moderator follows during screening or task interviews. Each guide includes:
- Discussion guide - the questions and flow the AI follows
- Screening policy - rules for auto-qualifying or disqualifying participants
- Stimulus materials - images, videos, or files shown to participants during interviews
- Insights - AI-generated analysis and themes extracted from completed interviews
Expert Management
The Experts page gives you a view of all experts in Terac's panel who have interacted with your organization. You can:
- Search by demographics, skills, and attestations
- View expert profiles and participation history
- Invite specific experts to new opportunities