Rally UXR - 2026

Lite seat

For product builders

PMs, designers and engineers who want to talk to customers this week, not become researchers.

Ask the Rally Agent in Rally, in Slack, or from Claude, Cursor and other AI tools through the Rally MCP
Launch studies from your team's templates, so every study starts from a setup research has approved
Book and run interviews, send outreach and send incentives
Import their own participants into the panels they can access, if your admin turns it on

Run your own research, from templates, through the Agent.

Full seat

For researchers and research ops

The people who build and run the research system everyone else relies on.

Build any study from scratch, including advanced study types and configurations
Own the participant CRM: panels, properties, signup forms and templates
Set the guardrails: contact rules, cooldowns, blocklists and approvals
Manage access and budgets for users, roles, teams and incentives

Own the research system, end to end.

What each seat can do

Capability	Lite	Full	Viewer (free)
Running research
Use the Rally Agent in Rally and Slack	Yes	Yes	No
Take action in Rally from AI tools via the Rally MCP	Yes	Yes	Read only
Launch studies	From templates	Any study	No
Book, reschedule and run interviews	Yes	Yes	No
Send participant outreach and incentives	If admin allows	Yes	No
Watch sessions and review results	Yes	Yes	Yes
Import new participants	If admin allows	Yes	No
Running the system
Rally Research study builder and CRM screens	If admin allows	Yes	View only
Build templates, panels, properties and signup forms	No	Yes	No
Set governance: contact rules, cooldowns, blocklist	No	Yes	No
Manage users, roles, teams and incentive budgets	No	Yes	No

How they work together

01 · Full seats

Research sets the rails

Your research team builds the templates, panels and contact rules that define what good research looks like at your company.

02 · Lite seats

Builders run inside them

PMs and designers ask the Agent for a study, launch it from an approved template and get interviews on the calendar.

03 · Viewer seats

Everyone else follows along

Stakeholders watch sessions, review results and get scheduled around for interviews, free and unlimited.

Rally Agent and MCP actions need the Rally Agent on your workspace. Admins choose which permissions each role turns on. Questions? Talk to your Rally account team.