Interviews
AI-led discovery interviews that collect structured insights from participants over text or voice, then turn each conversation into a discovery document
Interviews let an Interview Agent run AI-led discovery conversations with people outside DarcyIQ — customers, stakeholders, end users, or prospects. You define what the interview should cover, publish a shareable link, and the agent conducts each conversation over text or voice. Every completed session is automatically turned into a structured discovery document you can read, edit, and feed back into the project.
Discovery at scale: Instead of scheduling ten stakeholder calls, publish one interview link. Each participant joins on their own time, the AI Agent walks them through your topics over text or voice, and you get ten structured discovery documents — without booking a single meeting.
Interviews live inside a project and appear as the Interviews tab on the project detail page.
Who Is This For?
Interviews are built for any team that needs to gather structured input from many people without manual note-taking:
System Integrators & Consultants — run discovery interviews with client stakeholders before scoping an engagement
Product Teams — collect structured feedback from end users and customers
Pre-Sales / Solutions Teams — capture requirements from multiple stakeholders in parallel
Customer Success — gather onboarding context or quarterly review input
Research Teams — conduct repeatable, consistent interviews at scale
Key Benefits
AI-Led Conversations
The Interview Agent asks your questions, follows up naturally, and keeps the conversation on track
Consistent, high-quality interviews without a human moderator
Text or Voice
Participants choose to type their answers or just talk (Amazon Nova Sonic voice)
Lower friction and higher completion rates
Structured Topics
Define topics and questions; the agent ticks each one off as it's covered
Comparable, structured results across participants
Self-Serve Link
Publish a password-protected public link participants join on their own schedule
Eliminate scheduling overhead
Automatic Discovery Docs
Each completed session produces an editable discovery document
Insights ready to use, not raw transcripts
Project Knowledge
Optionally arm the agent with the project's knowledge bases and MCP tools
Context-aware questions grounded in your data
Templates
Scaffold a starter set of topics and questions from a template
Launch a well-structured interview in minutes
How Interviews Work
Interview
A configured discovery conversation that belongs to a project
Interview Agent
The project's assigned agent that conducts the conversation
Welcome Message
The greeting participants see before they start
Topics & Questions
The structured checklist the agent walks through
Public Link
The password-protected URL participants use to join
Session
One participant's interview run
Discovery Document
The structured artifact generated from a completed session
Creating an Interview
Open the Interviews tab From the project detail page, click the Interviews tab.
Click "New Interview" A new draft interview is created and opens to its configuration page. You can rename it at any time.
Configure the three steps Work through Interview Details, the User Welcome Message, and Topics & Questions (see below). Changes save automatically.
Publish Once the welcome message and at least one question are in place, click Publish to generate the public link and password.
Configuring an Interview
The configuration page is a three-step wizard. You can jump between steps freely, and everything saves automatically — there is no manual save button.
Step 1 — Interview Details
Interview Name
Internal label shown in the project's interview list and the host UI. Not shown to participants.
Interview Description
Optional internal summary of what the interview is about.
Access Password
The password participants must enter to join. Auto-generated; copy it with the copy button or edit it.
Include Project Knowledge
When on, the Interview Agent's knowledge bases and MCP tools are attached to the interview chat so it can answer with project context. When off, the agent runs prompt-only.
Step 2 — User Welcome Message
A short Markdown greeting shown to the participant on the text or voice screen before the conversation starts. Use it to set expectations, explain the purpose, and thank them for their time.
The welcome message is required to publish. It's the only host-authored copy participants see before they begin, so keep it warm and clear.
Step 3 — Topics & Questions
Define the structured checklist the Interview Agent walks through. Each topic groups a set of questions, and the agent covers them one by one, asking natural follow-ups as needed.
Add topics and questions manually, reorder them with the up/down controls, and remove any you don't need.
Topic description (optional) gives the agent extra context about what to keep in mind while exploring that area.
Templates — click Templates to scaffold a starter set of topics and questions. Some templates include a few quick fields to fill in (for example, a product or company name) that are substituted into the generated questions. Picking a template replaces your current topics, so you'll be asked to confirm if you've already added some.
Start blank — write everything yourself instead of using a template.
At least one topic with at least one question is required to publish.
The wizard flags steps that still need content with an amber "Required to publish" marker, so you can see what's blocking publish at a glance — without having to click Publish first.
Publishing & Inviting Participants
Publishing
Click Publish (in the header or from the final wizard step). Publishing generates a public link and confirms the access password. The Interview published dialog gives you:
the public link participants follow,
the access password,
a ready-to-send invitation message that bundles both, and
an Invite a participant button that opens the invite dialog.
Sending Invites by Email
Click Send Invites (or Invite a participant) to open the invite dialog. Paste one or more email addresses — separated by commas, spaces, or new lines — and each recipient receives a branded email containing the public link and password. The interview must be published before you can send invites.
Status & Lifecycle
Draft
Being configured; not yet joinable. The public link doesn't work yet.
Published
Live and accepting participants.
Closed
No longer accepting new participants. You can Republish at any time.
Use Unpublish in the header to close a live interview. In-progress sessions can still finish, and you can republish later.
The Participant Experience
Participants never see the project, the host UI, or your internal interview name — just a clean, branded interview page.
Open the link The participant follows the public link.
Enter details They provide their name, email, and the access password to join. Each participant can join once.
Choose a mode They pick Text (type answers in a chat) or Voice (talk to the agent out loud). They can switch modes mid-interview, though switching restarts the conversation.
Have the conversation The Interview Agent greets them with your welcome message and works through your topics. A progress panel shows which topics have been covered as the conversation unfolds.
Finish The agent wraps up when it has covered everything, or the participant can end early. They see a simple "Thank you!" confirmation.
Voice responses are transcribed to text, so results are captured consistently regardless of which mode the participant chooses. Suggest participants set aside ~15–30 minutes of uninterrupted time.
Sessions & Discovery Documents
The Sessions tab on the interview detail page shows every participant who has joined.
Tracking Sessions
Search participants by name or email.
Status is shown as a pill: Not started, In progress, or Completed, along with start/completion times and the session duration.
Discovery Documents
When a session completes, the interview generates a discovery document — a structured artifact summarizing the participant's answers, organized around your topics and questions. From the Sessions tab you can open the document in a side panel to read, edit, and refine it. Because discovery documents are standard artifacts, they can be reused anywhere artifacts are used across the project.
Best Practices
Keep topics focused
A handful of clear topics with 2–4 questions each beats one long, sprawling checklist.
Write a welcoming greeting
The welcome message sets the tone — explain the purpose and how long it will take.
Start from a template
Templates give you a well-structured baseline you can refine, instead of a blank page.
Enable Project Knowledge
Turn it on when participants may ask about your product or project so the agent can respond with context.
Test the link yourself
Open the public link in a new tab and run through the join flow before sending invites.
Review discovery docs early
Read the first few completed sessions to confirm the topics are eliciting the answers you need.
Close when you're done
Unpublish the interview once you've collected enough responses; republish later if you reopen it.
Pro Tip: Pair Interviews with the rest of the project. Run discovery interviews during the sales or scoping phase, then use the generated discovery documents as context when you generate the project Definition & Specs — your requirements are grounded in what participants actually told you.
Next Steps
Set up the project that hosts interviews
Turn discovery into requirements
Learn about the agents that run interviews
Configure knowledge bases for context
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