Design the interview
Define the audience, purpose, expected duration, and topics you will avoid. Write open questions that do not imply a preferred answer. Include instructions for skipping a question, stopping the interview, and responding when the participant asks for a person. Use prompting to separate interview instructions from reference material. Use data collection to plan fields such as the participant’s task and observed friction. An extracted value should remain traceable to the underlying conversation.Review before scaling
Create representative test cases, including short answers, unclear answers, and requests to withdraw. Review consent and privacy settings before collecting personal information. Saved settings do not establish retention enforcement. Keep a sample of direct conversation reviews alongside summary metrics. Record which configuration version was used, and distinguish an observed issue from a researcher’s interpretation.Live session initiation, automated testing, and batch calling remain gated. This guide prepares the research workflow; it does not claim an available automated interview campaign.
Frequently asked questions
Can summaries replace reviewing the source?
Can summaries replace reviewing the source?
No. Inspect representative transcripts and contradictory cases before drawing conclusions. Keep the evidence and configuration identifiers together.
Should interviews collect sensitive information?
Should interviews collect sensitive information?
Collect only information necessary for the approved research purpose. Explain the intended use and provide a clear way to stop.