MetaForms Product Information

Metaforms – AI Agent for Market Research

Metaforms offers an all-in-one AI agent platform designed to streamline market research operations for agencies and teams. It provides integrated capabilities to manage bids, program surveys, schedule interviews, and analyze data across the project lifecycle, helping agencies deliver faster, more cost-efficient outcomes for clients.


How it works

  • An AI-powered suite covers core MR activities: bidding management, survey programming, data analysis, and interview scheduling.
  • The platform converts bid requests and emails into AI-assisted projects, automatically calculating costs, viability, and timelines.
  • It enables rapid survey programming from complex Survey Docs/Files into shareable survey links in minutes.
  • Data collected from surveys and interviews can be analyzed to generate client-ready reports with insights.

Use Cases & Audience

  • Bidding Management: Improve win rates by instantly responding to bid requests with AI-generated project plans and cost estimates.
  • Survey Programming: Accelerate survey development and programming productivity (AI-augmented by 5x, as claimed).
  • Data Analysis: Review collected data and create sophisticated, client-ready reports.
  • Full-Service MR Firms: A comprehensive solution across bids, surveys, interviews, and data analysis.
  • Data Collection Agencies: Deliver faster outcomes while improving margins and client experience.
  • Online Sample Providers: Faster turnaround to respond to client requests.

Why Metaforms

  • Unified AI agents across multiple MR workflows reduce manual handoffs and speed up project delivery.
  • Scales with agency needs by offering an all-in-one platform that handles end-to-end MR operations.
  • Privacy and data handling are aligned with agency requirements, supporting secure project management.

Getting Started

  • Explore bidding and survey programming capabilities to accelerate project onboarding.
  • Leverage AI to convert routine emails and documents into structured projects with cost and timeline estimates.
  • Use AI-assisted data analysis to generate client-ready reports from collected data.

Safety and Compliance

  • Ensure bid responses and survey content comply with client specifications and regulatory requirements.
  • Maintain client confidentiality and data security in project workstreams.

Core Features

  • Bidding Management: AI-assisted responses to bid requests with cost, viability, and timeline calculations.
  • Survey Programming: Go from complex survey documents to programmed survey links quickly; AI accelerates productivity.
  • Data Analysis: Review and transform collected data into complex, client-ready reports.
  • AI across Project Lifecycle: Full-service MR platform covering bids, surveys, interviews, and data analysis.
  • Platform for Agencies: Designed for market research agencies and data collection providers.
  • Integrations & Workflow: Built to integrate with agency workflows and tools.
  • Community & Support: Access to a community of leaders for help and idea sharing.