Creating Your First Interview
This guide walks you through creating and conducting your first interview with InsightAgent.
Before You Begin
Ensure you have:
Added at least one expert to your account
Configured your AI agent (or use the default)
Creating an Interview
1. Navigate to Interviews
Click Interviews in the sidebar, then click New Interview.
2. Select Interview Type
Full Interview
In-depth expert conversations
Expert phone number or email
Vetting Interview
Quick qualification calls
Expert phone number or email
3. Choose Delivery Method
Phone
AI agent calls the expert directly
Web
Expert joins via browser link
4. Select an Expert
Choose from your existing experts or add a new one inline.
5. Add Interview Questions
Structure your interview with:
Opening questions - Build rapport
Core questions - Main topics to cover
Follow-up prompts - Dig deeper on key points
6. Configure Settings
AI Agent - Select which agent conducts the interview
Language - Primary interview language
Duration - Expected interview length
7. Schedule or Start
Schedule - Set a future date and time
Start Now - Begin the interview immediately
During the Interview
Phone Interviews
Click Dial to initiate the call
Monitor the live transcript
Use the Interrupt button if needed
End the call when complete
Web Interviews
Copy the interview link
Share with your expert
Wait for them to join
Monitor and manage the conversation
After the Interview
Review the complete transcript
Export in your preferred format
Access AI-generated summaries
Archive or delete as needed
Last updated