Interviews Overview
In the process of Customer Discovery you use Insights from interviews with customers and stakeholders to validate your Canvas hypotheses. The Interviews feature in the Discovery Platform is where you add your interview notes and audio and use them to create these Insights.
Add a new interview:
There are a few ways to create new interviews.
1. Click on the “Create Interview” button in the upper right hand corner anywhere in the platform
2. Click the drop down to create an Interview Template or create an interview from an audio or video file.
3. From the Interviews feature, click the “Create Interview” button.
Adding Interview details:
If you create an interview from either of the Create Interview buttons or upload a single file you will see the interview details pop up. Fill out any and all fields you see fit then click “Save” to finish creating the interview or “Save & Open” to save the interview and go to the edit mode.
If you upload multiple files your interviews will be automatically created using the file names in the Interviewee field..
Drafts vs Published:
Your Interview will be started in a draft state. Publish interviews after you have completed them to share your findings with the instructional team and get their feedback.This interview is prepopulated with an AI generated Template.
Notes vs Transcription:
Notes are text documents where you can write out any notes on the interviewee, the interview, or paste information from an outside source.
Transcription is where audio or video media files from your interviews or other sources are transcribed into a text format for you to glean Insights from.
Toggling on Edit Mode:
When you first load an interview you will view the read-only version of it.
As you add text or make edits, your changes will save automatically.
When you have finished editing the document, you may click "Done" to return to the read-only state of the interview, where you can continue to view the Interview and add Insights. You may also choose to navigate to a different Interview or feature.
Notes:
An empty note will automatically be added to each interview if you haven't selected a template.
Create a list of open ended questions to use for your interviews. If you fill out your Canvas using AI, you will have autogenerated templates created for each of your Customer Segments. Modify the templates to suit your needs and use them for each new interview you conduct.
After conducting the Interview, it's a good idea to review your notes and log any Insights.
Transcription:
We suggest that you record Interviews to review your interviewing skills as well as share the actual voice of the customer with your team.
If you are with your interviewee/s in-person you may use the recording feature within the platform. Make sure your computer or device is located at a good distance between both yourself and the interviewee/s. You need to keep the transcription portion of the software open, though you may open another tab if you'd like to access your notes at the same time. We also suggest testing your set up before attempting to record a live interview. It is likely that your browser of choice will prompt you to access your microphone before you are able to start recording
If you are calling or conducting your Interview remotely use a recording tool that works with the tool you are using. When the recording is finished you may upload the file into the Transcription tab of the Interview.
