Design a questionnaire. Run an interview.

1. Plan the interview

A questionnaire defines what you need to learn. Its interview settings tell the agent how to introduce that purpose, explain questions, handle uncertainty and bring the conversation to a close. Design both together.

The organizer signs in to create questionnaires, issue invitations and review interviews in their workspace. A respondent follows an invitation link or enters an invitation PIN without signing in.

1. Decide who will answer and who will review the result.
2. Write the outcome in one sentence: what should the reviewer know afterwards?
3. Decide what belongs in the interview and what needs a later human decision.
4. Prepare the opening explanation, questions, acceptable gaps and next steps.

Before moving on: you can explain the purpose, audience and limits of your interview in plain language.

2. Create your questionnaire

1. Open the application and select Sign in as an organizer.
2. In Questionnaires, select New questionnaire. To reuse an exported file, choose Import questionnaire and select its JSON file (128 KB or less).
3. In the editor, select Overview. Start with Title and Purpose, then set Language and Jurisdiction. Explain the audience in Purpose or Guidance. Expand Technical details when you need the questionnaire identifier, version or schema information.
4. Keep Status as Draft while preparing the content. For real interviews, choose Intended use: Interview. Change Status to Ready when it is suitable for invitations.

Example title: Vehicle symptoms before a workshop visit. Example purpose: Collect the driver's observations and relevant repair history so a mechanic can prepare for inspection. Set Language to the language you want used in the interview, for example en for English.

The editor manages IDs and version metadata. Leave their read-only values in place. The saved revision number identifies each save; it is separate from the package's Version field.

Import opens a separate unsaved questionnaire. It does not overwrite an existing library item. Imported test material can have Proposed test fixture status and Synthetic testing intended use. Review its wording and suitability before using it with real respondents.

Before moving on: the title and purpose explain the interview, and its language and intended use are appropriate.

3. Guide the interviewer

Select Guidance. It contains two separate multiline boxes. Use blank lines to separate paragraphs.

Agent background and guidance

Explain the context, approach and limits the interviewer should use. Describe unfamiliar terms and how to handle uncertainty. Put the questions themselves in Questions.

Spoken introduction

Write the opening explanation the respondent should hear: who the interview is for, why it is happening, what it covers and what happens afterwards.

The application separately shows the organizer, recording and analysis notice, and data-use and retention notice before starting. Writing an introduction does not replace those notices or the consent question in Rules. Keep passwords and other secrets out of all questionnaire content.

The agent uses the supplied context to conduct a conversation. Review a rehearsal to check how your instructions work in practice.

Before moving on: the background guides the agent, and the introduction makes sense when read aloud to a first-time respondent.

4. Write questions and define answers

1. Select Questions, then choose a question from the numbered list. Use Add question for another.
2. Enter Question wording, the question you want asked, and Purpose and explanation, why you need the answer and how to clarify it.
3. Under Fields, define each piece of information to retain. Each field needs a Label and Type. Use Add fields item to add another.
4. Set Required for complete for the information needed to consider the answer complete. Describe enough detail in Completion guidance for useful follow-up.
5. Use Move up, Move down or Remove question on the selected question. You must keep at least one question and at least one field per question.

Fields are the structured information collected from speech. They are not extra questions the respondent must fill in on a form. Choose a type that matches what the reviewer needs:

For a choice field, give every choice a meaningful Label. The generated read-only Value identifies that choice for conditions. If needed, use Add unit to say what a number measures.

The saved order is the normal speaking sequence. If an answer also covers later questions, the interviewer can use that information and skip repeating those questions. Partial answers can lead to focused follow-up. Required fields guide completeness; a respondent can still decline, say they do not know, or need to look something up.

Before moving on: each question has a clear purpose, fields with useful labels, and guidance that describes a complete answer without supplying an invented answer.

5. Set consent, review and closing

Select Rules and expand Consent and Controls as needed. These settings shape the interview beyond its questions.

• Question under Consent: ask for explicit agreement after the introduction. Example: Do you agree to take part in this interview?
• Discomfort prompt: offer a choice if someone is uncomfortable. Example: Would you like to pause or stop?
• Review prompt: offer a voluntary review of gaps after the first pass. Example: Would you like to revisit anything you skipped or were unsure about?
• Review later prompt: explain returning later using the private resume link when the interview is paused.
• Completion prompt: thank the respondent and explain the next step. Example: Thank you. The workshop will review what you have told us before inspecting the vehicle.
• Completion with gaps prompt: acknowledge missing information without pretending it was supplied. Example: Thank you. Some details remain unanswered, and the workshop can review those with you.

The recording checkbox on the starting page and the spoken agreement to the interview are separate steps. Editing Rules cannot turn off explicit agreement or the built-in respondent protections.

Do not require a guess as the price of continuing. Unknown, declined and lookup answers should remain distinct. At the end, the respondent can accept or decline the optional review. Once an interview is completed or stopped, it cannot resume; use Pause when intending to continue later.

Before moving on: the respondent knows how to consent, leave a gap, take a break and understand what happens after the interview.

6. Add sources and conditions

Record supporting material

In Sources, choose Add sources item for each reference. Enter its Title, HTTPS URL, Consulted on date (YYYY-MM-DD), and Scope note. Explain the topic and limits of the reference. Sources can be empty if none are needed.

Copy its read-only Id into the relevant question's Source ids using Add source ids item. A source URL records a reference; the application does not import that web page into the interview. Put necessary explanations into Guidance or the question's Purpose and explanation.

Ask a question only when relevant

In Questions, Applicability defaults to Always ask. For the third car-repair question, select Ask when an earlier answer matches.

1. From question 2, copy the question's read-only Id and the Id of its Previous repair attempted field.
2. In question 3's applicability rule, enter those values under Question id and Field id.
3. Under Values, use Add values item and copy the generated Value belonging to the Yes choice. Use that identifier, rather than its display label.

This rule asks question 3 when the choice is Yes. No makes it not applicable. An unknown or unresolved answer leaves applicability pending. Conditions match listed choices from Single choice or Multi choice fields; they do not evaluate arbitrary text, numbers or Boolean expressions.

Keep the deciding question earlier in the list. After moving or removing questions, fields, choices or sources, check every affected reference and use Preview and validate. A question cannot depend on itself or form a circular chain of conditions.

Before moving on: each source reference exists, and the repair follow-up refers to the correct question, field and Yes choice.

7. Validate, save and rehearse

1. Select Preview and validate. Correct any reported field or reference errors. A successful preview shows the introduction and ordered question wording.
2. Read the introduction and questions aloud. Also review Guidance, Rules, fields and conditions; the preview does not simulate the voice conversation.
3. For an ordinary interview, set Overview's Status to Ready and Intended use to Interview, then validate again.
4. Select Save revision and check the saved revision number. You can save unfinished drafts, but draft status cannot be used for invitations.
5. Run a rehearsal with fictional answers using a separate invitation. Check consent, an out-of-order answer, a missing detail, a declined answer, the condition, pause/resume and the closing. Review the recording and result afterwards.

Every save creates a new revision. Existing invitations and interviews keep the revision selected when they were created. To use a correction, save it and create a new invitation using the corrected revision.

Use Export questionnaire in a saved questionnaire's editor to download its saved revision. Unsaved edits are not included. Delete questionnaire removes it from your library and future invitation choices; issued invitations and interviews keep their copies.

The tutorial itself is a reading aid. It does not run the rehearsal, use your microphone, or call the interview agent. Starting an actual voice interview records audio and uses the configured AI services.

Before moving on: validation succeeds, the intended revision is saved, and a rehearsal has shown the interview behaves as you expect.

8. Create and share an invitation

1. Open Invitations. Select the Saved questionnaire and Saved revision you want to use.
2. Enter a recognizable person or organization in Interview organizer. A missing name or unknown cannot be used. Write an accurate Data use notice explaining who uses the recording, transcript and answers, and why.
3. Set Delete data after (days) (1 to 365, default 30) and Time limit (minutes) (1 to 120, default 60).
4. Wait for the selected revision's Respondent preview to load, then read it and select Create interview invitation. If loading fails, select Retry preview. Check the expiry shown in the message.
5. Choose Copy invitation to include both available options, or Copy link or Copy PIN, and share it with the intended respondent through your chosen channel. Open interview lets you inspect the starting page.

Creating an invitation does not send an email or other message. Each invitation is for one respondent and is used when they explicitly start. Opening its page alone does not start recording or consume it.

The invitation PIN has six digits and never starts with zero. Invitations expire seven days after creation, or at the retention deadline if earlier. Retention starts when you create the invitation, including time before the respondent begins.

The invitation grants permission to start a new interview. It does not retrieve previous answers or resume a started interview. The respondent must use their separate private resume link for that.

To withdraw an unused invitation, open its record in Interviews, expand Manage interview and choose Revoke invitation.

If telephone interviews are enabled for your service, a ready or paused telephone interview offers Create call-in resume PIN. The separate 6-digit PIN can be used once and expires within 30 minutes. Copy it and share it through your approved invitation channel. Creating another replaces the previous PIN. Revoke telephone access withdraws access to that interview while keeping its saved information available to the organizer. The original invitation PIN cannot resume a telephone interview.

Before moving on: the revision, organizer, notice, retention period and duration are correct for the person receiving the invitation.

9. Take part in an interview

Your organizer supplies one six-digit invitation PIN. Choose Call Q Agent on the main page and enter that PIN to see the interview details and configured call-in number. Call from your phone, choose a new interview, and enter the same PIN using your phone keypad. You will hear the details and decide whether to agree to recording on the call.

You can instead use the invitation link or PIN to talk in your browser. Starting either path uses the invitation. A later phone call needs a new telephone resume PIN from the organizer; the browser uses its private resume link. Neither initial entry nor viewing the phone instructions requests an outbound callback.

After creating an invitation, organizers can choose Copy invitation for the browser link, PIN and phone instructions when a call-in number is configured. This prepares text to share; it does not send email. If no number is shown, ask the organizer for the call-in instructions.

1. Open your invitation link, or enter the 6-digit invitation PIN under Join an interview and select Join interview. To paste a link, choose Use an invitation link. You can join without an organizer account.
2. Read the purpose, organizer, recording and data-use notices. Your name is optional. Only proceed if you agree to both sides being recorded, transcribed and analyzed.
3. Check the recording agreement, select Start voice interview, and allow microphone access when your browser asks. Use headphones and a quiet place when possible.
4. Listen to the introduction and answer the spoken consent question. The agent needs your explicit agreement before the interview questions begin.
5. Speak naturally and finish your thought. You may cover several questions in one answer. Ask for clarification, correct an earlier answer, decline, say I don't know, or say I need to look that up when appropriate.

Watch the connection and recording messages. Conversation transcript shows live captions, which can contain mistakes. The later analysis uses the retained recording.

You can also ask the agent to pause or stop. If you intend to return, choose Pause and copy your private resume link. Avoid closing the browser while it is still saving your recording.

At the end, choose whether to revisit unanswered items. Declining review does not turn unknown answers into known ones. When the interview finishes, analysis continues after the call and may take time. Follow the status shown on the page.

Before leaving a paused interview: the page confirms the pause and you have kept the private resume link.

10. Review the interview

1. As the signed-in organizer, open Interviews and select a row in the Interview register. Use Refresh to update its state.
2. Check the respondent, revision, dates, recording completeness, coverage source and analysis status.
3. Expand each question to inspect its fields, answer status, unanswered reasons and available evidence. From the recording and During the call let you compare retained-recording analysis with live tracking.
4. Select Review answers to move to the saved answers. Use Play passage where available to check respondent evidence. Expand Downloads for Download recording part buttons, Download transcript (transcript JSON) and Export JSON (the saved result).
5. After analysis completes, select Discuss answers or expand Discuss this interview, enter a question and select Ask. Expand Sources in the reply to inspect its support. Interview details contains recording and analysis status, revision and dates. Revocation and deletion controls remain under Manage interview.

Answered counts supplied answers. Resolved also includes dispositions such as declined, unknown, needs lookup or not applicable. A resolved interview can still have gaps. Pending and partial answers need attention; applicability pending means the deciding answer remains unresolved.

Live tracking and final recording analysis can differ. Review flagged uncertainty, contradictions and incomplete recordings before using the result for a decision. Debrief answers help you inspect the record; check their cited evidence.

If analysis fails, Retry analysis is available within the service's retry limit. Retained audio and analysis status are separate: a failed analysis does not by itself mean that the recording was lost.

Under Manage interview, Delete interview removes its recording, transcript and result and asks for confirmation. This cannot be undone. Active interviews or running analysis prevent deletion. Automatic retention deletion applies independently of whether you have reviewed or exported the result.

Before using the result: review its gaps and evidence, and check both recording and analysis status.

11. Solve common problems

I saved, but cannot create an invitation.

Open the saved revision. Complete required content, correct validation errors and set Status to Ready for an ordinary interview. Save again and select the new revision in Invitations. Proposed test fixture status is also accepted for test packages.

The validation message contains a path such as /questions/2/fields/0.

Array positions start at zero in these messages: this example means question 3, field 1. Open that item and check its labels, type and required values. For broken conditions, check question, field and choice identifiers. For source errors, check Source ids against Sources.

My changes do not appear in an invitation or export.

Save revision first. Export uses the saved content. Existing invitations keep their original revision; issue a new invitation for revised content.

A save reports a conflict.

Another save has changed the current revision. Keep a separate note of your unsaved wording before reloading, then compare it with the latest saved content and reapply the intended edits. Do not assume the rejected save was stored.

An invitation PIN or link does not work.

Check all six digits of the PIN; the first digit cannot be zero. If you used a link, confirm it with the organizer. An expired, revoked or already-started invitation cannot start again. For your paused interview, use the private resume link in the original browser or the copy you kept. Repeated attempts may temporarily limit entry.

I cannot hear the agent, or the agent cannot hear me.

Check the page's connection message, browser microphone permission, microphone mute, speaker volume and agent audio player. Reduce background noise. If connected but the conversation remains silent, use Pause, wait for its confirmation and resume with the private link. Report a continuing failure to the organizer; silence is not consent or an answer.

The connection was interrupted.

Return in the original browser or use your private resume link. Check saved status before resuming. If the browser is still uploading, keep it open until saving finishes. A recording can have gaps, so the organizer should check completeness afterwards.

The result is not ready.

Wait while analysis is queued or running, then use Refresh in Interviews. If it fails, the organizer can use Retry analysis when available. Check the recording and result states separately.

I lost my private resume link or the data has expired.

Check the original browser first. Contact the organizer about next steps. A new invitation starts a separate interview. Deleted or expired data cannot be resumed.

Return to your original application tab to continue. You can reopen this guide or restart the tutorial whenever you need it.