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Quick Start

Get up and running with InsightAgent in under 5 minutes.

Prerequisites​

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​