Quick Start

Get up and running with InsightAgent in under 5 minutes.

Prerequisites

• An InsightAgent account (accounts are created by our team—contact [email protected] to get started)

Step 1: Log In

Navigate to app.insightagent.io and sign in with your email and password.

Step 2: Create an Interview

1. Go to Interviews in the sidebar

2. Click New Interview

3. Enter the expert's details:

   • Name (required)

   • Title/Role (required)

   • LinkedIn URL (optional)

   • Employment history (optional)

4. Choose interview type:

   • Full Interview - In-depth expert conversations

   • Vetting Interview - Quick qualification calls

5. Enter the topic/call subject (required)

6. Add your interview questions (at least one required)

7. For phone interviews: enter dial-in details (phone number, meeting ID)

8. Schedule the interview

Step 3: Conduct the Interview

For Phone Interviews

• Click Launch AI Agent when ready

• The AI agent will call the expert via the dial-in number

• Click Stop AI Agent & Complete when finished

For Web Interviews

• Set the interview to SCHEDULED status (no date/time or dial-in required)

• Click Copy Link to get the expert's join URL

• Share the link with your expert

• The expert joins via their browser (no login required)

• Expert clicks I'm Done when finished

Step 4: Review Results

After the interview:

• Access the full transcript (displayed automatically)

• Listen to the audio recording

• View AI-generated summary and key quotes in the Analysis tab

• Export transcript in Text, JSON, or PDF format

• Review session statistics

Next Steps

• Configure your AI Agent

• Learn about interview scheduling

• Set up API access