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Beginner Tutorial

Generate Your First Interview Set

Create AI-powered interviews using personas and knowledge bases

⏱️ 12 minutes
🎯 Beginner
🤖 AI-Powered
Interview Generator - 5-Step Wizard
1. Collection
2. Knowledge Base
3. Configure
4. Questions
5. Distribution

Select Persona Collection:

Mobile App Users 4 personas

Prerequisites

1 minute

🎯 What You'll Create:

💬
Interview Set: "User Research Interview"
  • Generated from persona collections with targeted questions
  • Optional knowledge base integration for evidence-based questions
  • 12-15 questions per interview (configurable length)
  • Individual interviews for each persona in your collection
  • Built-in analytics and business intelligence reports

Step 1: Navigate to Interview Library

30 seconds

Access the Interview Library to create new interview sets. Interviews in Yatabase are always generated from persona collections, making them targeted and personalized.

1.1

Open Interview Library: In the left sidebar, click 💬 Interview Library (shows chat-dots icon)

1.2

Review Your Current Interviews: You'll see summary cards showing Total Interviews, Active interviews, and Generated interviews

1.3

Start New Interview Set: Click the New Interview Set button (blue primary button) to open the generator

📚 Interview Library Interface: The library shows existing interview cards with status badges (Pending Generation, Draft, Active, Completed, Archived), search functionality, and filtering options by status and type.
📸 Screenshot: Interview Library page with summary cards, existing interview cards, and "New Interview Set" button highlighted

Step 2: Define Your Research Objective

2 minutes

This is the most important step. A clear objective helps AI create focused, relevant questions that get you actionable insights.

Example Objectives (choose one or create your own):

Recommended for Beginners
📱 Mobile App User Experience
"I want to understand how users experience my mobile banking app, identify pain points in common tasks like transfers and bill payments, and discover what features they value most."
This will generate questions about app navigation, task completion, frustrations, and feature preferences.
🛒 E-commerce Customer Journey
"I want to learn about customer shopping behavior on my e-commerce website, understand where they drop off, and identify what would make them more likely to complete purchases."
💼 Employee Experience
"I want to understand employee satisfaction with our remote work tools, identify productivity challenges, and learn what support would help them work more effectively."
2.1

Write Your Objective: In the objective field, clearly describe what you want to learn. Use the examples above or create your own focused research goal.

2.2

Add Context (Optional): Include any specific areas you want to explore or avoid. For example: "Focus on the checkout process, avoid questions about account setup"

2.3

Continue to Step 2: Click "Next: Select Personas" to move to persona selection

Step 3: Choose Target Personas (Optional)

2 minutes

Personas help create more targeted interview questions. You can use existing personas or skip this step for general interviews.

🎯 Use Existing Personas (Recommended)

If you have persona collections, select 1-3 personas that represent your target interview participants. This creates more focused, relevant questions.

Example: Select "Tech-Savvy Millennial" and "Security-Conscious Professional" personas for mobile banking app research.

⚡ Skip Personas (Beginner-Friendly)

For your first interview, you can skip persona selection. The AI will create general questions suitable for any participant.

Benefit: Simpler setup, broadly applicable questions, good for exploratory research.
3.1

Choose Your Approach: For your first interview, click "Skip Persona Selection" to keep things simple

3.2

Continue: Click "Next: Knowledge Integration" to proceed to the next step

📚 For Your Next Interview: Try creating personas first using the Persona Generation Tutorial for more targeted research questions.

Step 4: Add Knowledge Context (Optional)

1 minute

Knowledge bases can enhance your interviews with evidence-based questions. For this first tutorial, we'll skip this step to keep it simple.

🧠 How Knowledge Integration Works:

If you had uploaded documents about your mobile app (user feedback, support tickets, analytics reports), the AI interviewer could reference these to ask informed questions like:

"I noticed in your support data that many users report issues with the transfer feature. Can you tell me about your experience with transferring money?"
4.1

Skip for Now: Click "Skip Knowledge Integration" to proceed without document enhancement

4.2

Continue: Click "Next: Review Questions" to see your generated interview

🚀 Pro Tip: After this tutorial, try the Knowledge Base Tutorial to learn how document integration can make your interviews more intelligent and contextual.

Step 5: Review & Customize Questions

3 minutes

The AI has generated interview questions based on your objective. Review them and make any adjustments before generating the final interview.

📝 Sample Generated Questions:

Q1
"Can you tell me about the last time you used your mobile banking app? What were you trying to accomplish?"
Opening Question - Broad Context
Q2
"How easy or difficult was it to find what you were looking for in the app?"
Follow-up Question - User Experience
Q3
"If you could change one thing about the app to make your experience better, what would it be?"
Improvement Question - Actionable Insights

✏️ Customization Options:

  • Edit Questions: Click any question to modify the wording or focus
  • Add Questions: Use the "+ Add Question" button to include specific topics
  • Remove Questions: Delete questions that aren't relevant to your research
  • Reorder Questions: Drag questions to change the interview flow
  • Set Question Types: Mark questions as opening, follow-up, or closing questions
5.1

Review Generated Questions: Read through the 12-15 questions AI created. They should align with your research objective.

5.2

Make Light Edits: For your first interview, make minimal changes. Just ensure questions feel appropriate for your research.

5.3

Set Interview Name: Give your interview a descriptive name like "Mobile App Experience - User Feedback Interview"

Step 6: Generate Your Interview

1 minute

Now it's time to let AI create your complete interview experience. This process creates the conversational flow and prepares the interview for participants.

🤖 What Happens During Generation:

🧠
AI Analysis: Reviews your objective and questions to understand the research context
💬
Conversation Flow: Creates natural conversation patterns and adaptive follow-up logic
🎭
Interviewer Personality: Develops an engaging, professional AI interviewer persona
🔄
Adaptive Logic: Sets up response-based question branching and follow-up strategies
6.1

Click Generate: Hit the "Generate Interview" button to start the AI creation process

6.2

Wait for Processing: The generation takes 30-60 seconds. You'll see progress updates as the AI works

6.3

Review the Result: Once complete, you'll see a summary of your generated interview with question count and estimated duration

Step 7: Test Your Interview

3 minutes

Before sharing with participants, test the interview yourself to experience the conversation flow and ensure quality.

🧪 Testing Your Interview:

Preview Mode: Use the "Preview Interview" button to experience the participant view
Conversation Testing: Go through several questions to see how the AI responds and adapts
Flow Validation: Check that questions flow naturally and cover your research objectives
Timing Check: Note how long the interview takes (typical range: 10-20 minutes)
7.1

Open Preview: Click "Preview Interview" to start a test conversation with your AI interviewer

7.2

Complete Test Interview: Answer 3-5 questions to see how the AI responds and adapts. Notice how follow-up questions change based on your responses.

7.3

Exit and Adjust: Exit the preview and make any final adjustments to questions or settings if needed

🎯 Testing Tip: Try giving different types of answers (positive, negative, detailed, brief) to see how the AI adapts its follow-up questions. This shows the power of conversational research.

Step 8: Share & Collect Responses

2 minutes

Your interview is ready! Now share it with participants and start collecting rich, conversational data.

8.1

Publish Interview: Click "Publish Interview" to make it live and available for participants

8.2

Get Share Link: Copy the interview link from the sharing modal

8.3

Share with Participants: Send the link to 2-3 people to test (colleagues, friends, or actual users)

🎉 Success! Your Interview is Live

Congratulations! You've created and deployed your first AI-powered interview. Participants can now have natural conversations with your AI interviewer.

✅ What You've Accomplished:

  • Created a professional AI interview in under 12 minutes
  • Learned the 5-step interview generation process
  • Tested the conversation flow and participant experience
  • Published and shared your interview for data collection
  • Set up your first conversational research project

📊 Monitoring Responses:

As participants complete interviews, you'll see responses in your Interview Library. Click on your interview to view:

  • Live Transcripts: Read full conversation transcripts
  • AI Analysis: Automatic theme identification and insight extraction
  • Response Summaries: Key points and patterns across multiple interviews
  • Export Options: Download data for further analysis or reporting

🚀 Continue Learning:

Analyze Interview Results: Learn how to extract insights from conversation data Advanced Interview Techniques: Custom personas, knowledge integration, and complex flows Build a Knowledge Base: Upload documents to enhance your future interviews

Tutorial Progress

✓ Prerequisites
1 Interview Library
2 Select Collection
3 Knowledge Base
4 Configure Interview
5 Edit Questions
6 Distribution

Quick Reference

Complete AI Interviews Guide Create Personas Tutorial Build Knowledge Base Tutorial

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