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 credentials.

Step 2: Create an Interview

  1. Go to Interviews in the sidebar

  2. Click New Interview

  3. Enter the expert's details:

    • Name

    • Title/Role

    • Company

    • Phone number (for phone interviews)

  4. Choose interview type:

    • Full Interview - In-depth expert conversations

    • Vetting Interview - Quick qualification calls

  5. Choose delivery method:

    • Phone - AI calls the expert

    • Web - Expert joins via browser link

  6. Add your interview questions

  7. Schedule or start immediately

Step 3: Conduct the Interview

For Phone Interviews

  • Click Dial when ready

  • The AI agent will call the expert

  • Monitor the conversation in real-time

  • View the transcript as it's generated

For Web Interviews

  • Share the interview link with your expert

  • The expert joins via their browser

  • No login required for experts

Step 4: Review Results

After the interview:

  • Access the full transcript

  • Download audio recording

  • Review session details

Next Steps

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