Navigating Your AI Interviewer Dashboard

Explore results, manage interviews, and share insights from one place.

Overview

Upper left corner of the page

Overview is the default landing tab for a project. It's the first thing you see when you open a project, giving you a high-level snapshot before diving into the detailed sections (Action Items, Research, Chats).

It combines two things: what the product is (Product Brief) and how the research is progressing (Interview Activity).

Product Brief

A summary card describing the product being researched, so anyone opening the project understands the context without reading raw interviews. Expandable sections include:

Product Overview
What It Does
Target Users
Key Features
Value Proposition
Use Cases
Differentiators

Tip: Only the first two sections show by default — click "Show More" to expand the rest.

Interview Activity

A card showing research momentum — how many interviews have been conducted over a selectable time window.

Time-range toggle: 7d / 30d / 90d
Bar chart showing interview counts per day within the selected range
Summary line, e.g. "4 new interviews this week"

Action Items

Upper left corner of the page, after Overview

Action Items is an AI-generated to-do list built from insights pulled out of research interviews. After interviews are analyzed, the AI surfaces concrete follow-ups or tasks (e.g., product fixes, features to add, questions to clarify) so the team can turn qualitative feedback into actionable work.

Filters

Status — Open · Done · Archived
Priority — High · Medium · Low · Unprioritized
Research — narrow to a specific study, e.g. "How People Chose LiberCube"
Date — Last 7 days · Last 30 days · Last 90 days · Custom range (From – To)
Reset — clears all active filters back to default in one click

Empty state

"No action items yet — Action items will appear here once your interviews are analyzed by AI."

Tip: This same message currently appears whether no action items exist at all, or the active filters simply exclude every existing item — worth keeping in mind when troubleshooting a page that looks unexpectedly empty.

Research

Upper left corner of the page, after Action Items

The Research section is where individual research studies live. It has two views: the study list, and a detail page for each study.

Research List

The top-level list of all research studies within a project, opened via "Research" in the sidebar.

Research (count) — page title showing the total number of studies
New Research — button to create a new research study
Search — find a study by name or keyword
Status filter — e.g. Active, Archived, Draft
Date filter — filter by creation or activity date
View toggle — switch between grid view and list view

Each study card shows:

Status badge (e.g. Active)
Study title
Participant count
Research type tag (e.g. Discovery)
Created date

Research Detail Page

Clicking into a study opens its dedicated workspace, with its own header actions, tabs, and interview data.

Header actions

Add to your site/app — embed the interview widget into an external website or product
AI interviewer link — generate a shareable link so participants can complete an AI-moderated interview on their own
Stop Interviews — pause or close new signups/sessions for this study
Info icon (i) — opens the Study Info panel — see section 3.3
More options (⋮) — overflow menu for exporting interviews

Tabs

Interviews — list of individual interview sessions and participants (default view)
Analytics Chat — conversational AI interface scoped to this study's data
Action Items — action items generated specifically from this study
Performance — performance metrics for the study

Summary metric cards

Interview Signups — total number of people who signed up or started
Completed Interviews — total number who finished
Total Interview Duration — combined time across all interviews
Average Interview Duration — mean time per interview

Filters, search & table

Filter interviews by Status, Start Date, Engagement, Type, Country, UTM Source, UTM Medium, plus a More Filters dropdown for additional criteria. A Columns button lets you customize which columns are visible.

The interview table includes:

Each row also has quick actions: play/listen, share, and delete. The table footer shows the total interview count, a rows-per-page selector, and page navigation.

Interviews:

Random Interview Opened:

Analytics Chat:

Action Items:

Performance:

Study Info Panel

Opened via the info icon (i) on a study's detail page, this slide-out panel gives a quick reference to how the study is set up, without leaving the interview list.

Title & description — study name plus a short summary of its purpose (expandable via "Show more")
Interviewer — the AI persona conducting interviews, shown with name and avatar
Type — interview format/medium, e.g. Audio
Duration — expected length of each interview session
Study Goals — bullet list of what the research is trying to learn or uncover
Topics Covered During Interview — ordered list of discussion segments the AI interviewer walks through (e.g. Welcome → Before the search → Weighing the options → What tipped it → Closing)

Footer action:

Edit Research — opens the study configuration screen to modify the interviewer, goals, topics, or other setup details

Tip: This panel is especially useful for teammates who didn't set up the study — it explains what's being asked and why, without digging into transcripts or the edit screen.

Chats

Upper left corner of the page, after Research

Chats is a project-wide, AI-powered analytics interface. It lets you ask natural-language questions about your research data instead of manually digging through interviews, action items, or reports.

Empty state

"What do you want to learn? — Ask questions about your product and get AI-powered insights."

An "Ask anything..." input field with a send button sits below the prompt.

How it differs from Analytics Chat

The Analytics Chat tab inside a single study (see section 3.2) is scoped to that one study's interviews. The project-level Chats section can likely synthesize across all studies in the project — for example, "Why do people choose LiberCube over other cube trainers?" or "What are the top complaints across all interviews?"

Tip: Once a question is asked, the panel is expected to populate with a chat thread and AI-generated answers, potentially citing specific interviews.

Quick Reference

Overview: Project snapshot: product summary + interview activity trend

Action Items: AI-generated tasks/follow-ups surfaced from interview analysis

Research (list): Browse and create research studies

Research (detail): Manage one study: collect, review, and analyze its interviews

Study Info panel: Quick reference for a study's interviewer, goals, and topics

Chats: Project-wide AI Q&A across all research data

Your AI Interviewer Link

What it is: Your unique interview URL that customers will use to start their interview.

How to use it:

Test it first: click the link and complete an interview yourself to see the experience from your customer's perspective
Copy the link: use the "Copy Link" button to grab your unique URL
Share with customers: distribute via email, in-app message, social media, cancellation flow, or wherever your audience is

Ready-to-Share Templates

Pre-written messages you can use to invite customers to participate. These templates are optimized for different channels and contexts (email, Slack, in-app, etc.).

How to use them:

Expand the "Ready-to-Share Templates" section
Choose the template that fits your distribution channel
Customize the message if needed
Copy and send to your audience

What Happens Next

Once customers start completing interviews:

The "No interviews collected yet" message disappears
Your dashboard populates with transcripts, themes, and insights
Reals (audio highlights) are generated from key moments automatically
You can start using AI Analytics Chat to explore patterns in the data

Tip: Run at least 20 interviews before drawing conclusions for statistically meaningful patterns.

AI Interviewer Link

Found in the upper right corner — lets you copy and share your interview link with your audience at any time.

Stop and Resume Interviews

Also in the upper right corner — the Stop Interviews button makes the link unavailable to new participants. Any ongoing interviews will still complete.

To restore access, use the Resume Interviews button to make the link available again.

Export Interviews

The Export Interviews button (under more options (⋮) overflow menu) downloads your interview data as an Excel file, including participant details, dates, engagement scores, statuses, and other available columns.