Conducting Interviews
How to run interviews effectively with InsightAgent.
Starting an Interview
Phone Interview
Navigate to the interview
Ensure the expert's phone number is correct
Click Dial
Wait for the expert to answer
The AI agent will begin the conversation
Web Interview
Navigate to the interview
Copy the interview link
Send to the expert via email or message
Wait for them to join
The interview begins when they connect
During the Interview
Live Transcript
Watch the conversation unfold in real-time:
Speaker identification (AI vs Expert)
Timestamped entries
Automatic punctuation and formatting
Monitoring Tools
Mute
Temporarily mute your monitoring
Interrupt
Inject a message to the AI
End
Terminate the interview
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)
Wait for voicemail or try again
Interview status returns to SCHEDULED
You can redial later
Connection Issues (Web)
Expert can refresh their browser
Provide the link again if needed
Check their microphone permissions
Need to Stop Early
Click End Interview
Choose whether to save partial transcript
The expert is politely disconnected
Post-Interview
After the interview completes:
Full transcript is available immediately
Review for accuracy
Export or share as needed
Archive when done
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