Skip to main content

Managing Interview Records

Beyond simply viewing interview results, you'll need to perform management actions on the individual interview records themselves.

Accessing Interview Records​

As described in Viewing Interview Results, you access interview records either:

  • Through the specific Interviewer instance they belong to.
  • Via a central Interviews or Results list within a Project.

This presents a list of interviews, showing key information like interviewee details, status, and date.

Viewing Status​

The list view provides a quick glance at the Status of each interview session. Common statuses include:

  • Completed: The interview finished as expected.
  • In Progress: The interview session is currently active.
  • Abandoned / Incomplete: The interviewee left before the session concluded naturally.
  • Error: A technical problem occurred during the session.
  • Scheduled / Not Started: An interview is planned but hasn't begun.

Clicking into an individual record shows more detailed status information and the full results.

Deleting Interview Records​

To delete specific interview records (for example, to remove test sessions or irrelevant data):

  1. Locate the Record(s): Find the interview(s) you want to delete in the list view.
  2. Select Record(s): Use checkboxes or individual selection options to mark the interviews for deletion.
  3. Initiate Deletion: Click the "Delete" button or icon.
  4. Confirm: You will need to confirm the deletion, as it is permanent.

Caution:

  • Deleting an interview record permanently removes its associated data (transcript, session data, etc.) from the platform.
  • Ensure you no longer need the data before deleting.
  • This action deletes the interview record, not the Interviewer instance or its Template.

Other Actions​

The platform includes these additional features:

  • Export Data: Select interviews and export their data (transcripts, extracted info) to formats like CSV or JSON.
  • Tagging/Categorizing: Apply tags or categories to interviews for better organization and filtering.
  • Bulk Actions: Perform actions like deleting or exporting on multiple selected interviews at once.

This concludes the documentation on the core user workflow for Agent Interviews.