Conducting Interviews

How to run interviews effectively with InsightAgent.

Starting an Interview

Phone Interview

1. Navigate to the interview

2. Ensure dial-in details are configured (phone number, meeting ID)

3. Click Launch AI Agent

4. Wait for the connection to establish

5. The agent joins the conference and waits for the expert (see Human Detection below)

6. The AI agent begins the conversation when the expert speaks

Web Interview

1. Navigate to the interview

2. Click Copy Link (available when interview is SCHEDULED)

3. Send the link to the expert via email or message

4. Wait for them to join

5. The interview begins when they connect and allow microphone access

Human Detection (Phone Interviews)

When the AI agent joins a phone conference, it waits silently until it detects a real human speaking before starting the interview. This intelligent detection handles common scenarios like:

• Expert joining late

• Hold music playing

• Automated system prompts ("Please wait for the host...")

• Conference bridge announcements

How It Works

1. Agent Joins — The AI agent dials in and joins the conference bridge

2. Waiting State — Status changes to Waiting for Expert with an amber indicator

3. Listening — The agent listens silently, using AI to classify each utterance

4. Human Detected — When a real human speaks, the interview begins automatically

5. Timeout — If no human is detected within 5 minutes, the call ends

What You'll See

While the agent is waiting:

• Status Badge: Amber "Waiting for Expert" with animated pulsing dot

• Banner: "Agent connected to conference — waiting for expert to join the call..."

• Interview Locked: Cannot edit the interview during this state

Important Notes

• The agent stays completely silent while waiting — no greetings until a human speaks

• System messages, hold music, and automated prompts are ignored

• The 5-minute timeout prevents indefinite waiting if the expert doesn't join

• This feature applies to phone interviews only (web interviews connect directly)

During the Interview

Live Transcript

Monitor the conversation in real-time as it happens:

• Messages appear instantly as they're spoken

• Speaker identification (InsightAgent vs Expert)

• Session indicators show connection status

• No need to wait for the interview to complete

The live transcript continues streaming until the interview ends. See Transcripts for details on live transcript features.

Live Copilot

Use the Live Copilot for real-time AI assistance while the interview is running:

• Click Start Copilot to begin audio capture

• Get AI-suggested follow-up questions in the Copilot sidebar tab

• See compliance alerts for sensitive topics (e.g., MNPI)

• The copilot transcript shows speaker-identified entries in real-time

See Live Copilot for full details.

Completed Transcript

After the interview completes, the full transcript is available with:

• Timestamped entries (relative time from start)

• Automatic punctuation and formatting

• Audio playback synchronization

Interview Controls

Control	Action
Stop AI Agent & Complete	End the phone interview
Cancel Call	Abort the call without completing

AI Agent Behavior

The AI agent will:

• Follow your configured question flow

• Ask clarifying follow-ups

• Keep the conversation on track

• Politely wrap up when complete

Handling Issues

Expert Doesn't Answer (Phone)

• The system will automatically retry up to 3 times

• If all attempts fail, the interview status returns to SCHEDULED

• You can try again later with Launch AI Agent

Expert Doesn't Join Conference (Phone)

• If the agent joins the conference but no human speaks within 5 minutes, the call ends automatically

• The interview is marked as completed with a "no show" reason

• Check that the expert has the correct dial-in details and meeting ID

Connection Issues (Web)

• Expert can refresh their browser

• Provide the link again if needed

• Check that the expert has allowed microphone permissions

• Check for firewall blocking WebSocket connections

Need to Stop Early

• Click Stop AI Agent & Complete to end the call

• The partial transcript is saved automatically

Post-Interview

After the interview completes:

1. Full transcript is available in the left panel

2. Audio recording is available via the player

3. AI-generated summary and key quotes appear in the Analysis tab

4. Export transcript as Text, JSON, or PDF

5. View session statistics

See Interview Analysis for details on the AI-generated summary and quotes.