Interview Best Practices

Follow these best practices to maximize the value of your AI interviews.

Prepare Your Stakeholders

Before the interview:

• Brief participants — Let them know an AI will be conducting the interview and that it's about understanding their daily work, not evaluating performance
• Encourage honesty — The most valuable insights come from candid descriptions of workarounds, pain points, and frustrations
• No preparation needed — Stakeholders don't need to prepare documents or slides. The AI works best with natural, unscripted responses

Choose the Right People

For each business function, interview:

• Practitioners — People who do the actual work daily
• Managers — People who oversee the process and handle exceptions
• Cross-functional contacts — People who hand off to or receive from the function

Interviewing 2–4 people per function typically provides comprehensive coverage.

Upload Context Documents

Before conducting interviews, upload relevant organizational documents:

• Organization charts help the AI understand reporting structures
• Existing process documentation provides baseline knowledge
• Policy documents reveal compliance requirements the AI should probe

The AI uses these documents to ask more targeted, relevant questions.

Multiple Interviews Per Function

Don't rely on a single interview. Different stakeholders see different parts of the process:

• A clerk sees daily execution details
• A manager sees exception handling and escalation paths
• A cross-functional partner sees handoff quality and delays

The platform synthesizes all perspectives into a comprehensive process map.

Review and Iterate

After generating process maps:

• Review outputs with stakeholders to validate accuracy
• Conduct follow-up interviews for areas that need deeper exploration
• Use the opportunity scores to prioritize which functions to analyze next