Creating and Editing Interview Templates
Create Interview Templates to quickly populate notes in your Interviews with common questions and formatting. From the Home page look at Step 2: Create your Interview Template. Here you can decide if you want to use AI to autogenerate questions catered to your Canvas with the ultimate goal of validating your hypotheses.
We'll explain the process of both AI creation and manual creation below.
With AI Assistance
Click on the Generate with AI button.
Make sure your Canvas is populated with hypotheses you want to test. We cannot create Interview Templates without Customer Segments and your business idea statement.
Click "Generate With AI" in the Step 2 block of your Home page and select the customer segments you want to create Templates for:
Click "Generate AI Templates" and wait a few minutes. You will be notified when your Templates are ready. Once complete, all selected Templates will be visible in the Step 2 block of your Home page.
Create Interview Templates Manually
Quickly create a new Template by clicking the Create Interview Template item in the dropdown menu at the top of the page:
Enter the name you'd like to use for the Template and hit "Save & Open" to open the Template and begin editing or "Save" to close the pop up.
You can also create a new template from the View Templates popup. In the Create menu dropdown select "View Templates"
From here, click "Create Template", add the name of your Template, then start editing immediately. As you type or paste your Template notes you can see the prompt "Saving changes..." next to the word "Template" at the top of the popup. To make sure your last edits saved, double check that "Saving changes..." appeared after your last keystroke. If you are unsure, feel free to add a space or line break at the bottom of your Template to trigger the save again.
Once you've added your contents you can close the window or click the back arrow to return to the Templates list.
Both AI generated and manually entered Templates can be edited as needed. Once you use a template in an Interview no further edits to the Template will sync with that Interview. To add a template to an interview, you will need to select it upon Interview creation:
