Experts
Experts are the people you interview using InsightAgent.
How Experts Work
In InsightAgent, expert information is captured when you create an interview. Each interview includes details about the expert you're interviewing:
Name - Expert's full name
Title - Job title or position
Company - Current employer
Employment History - Previous roles (optional)
Adding Expert Information
When creating a new interview:
Go to Interviews > New Interview
Fill in the expert details section
Add employment history if relevant
Continue with interview setup
Expert information is stored with the interview and displayed during the call for context.
Expert Portal
Experts access interviews through a simple, ungated interface:
No account required
Single-click join via unique link
Works on any modern browser
Mobile-friendly
When an expert receives an interview link, they can join directly without signing up or logging in.
Privacy
Expert data is:
Stored securely with encryption
Only visible to your account members
Never shared with third parties
Future Enhancements
Standalone expert management with the ability to:
Maintain an expert database
Reuse expert profiles across interviews
Search and filter past experts
These features are on our roadmap.
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