Interview

In short: Interviews are designed to help your team gather and organize valuable user feedback. Once you upload a video call transcript, automatically or manually, you can use the [Generate Insights] feature to analyze the transcript with AI, ensuring all relevant information and potential business opportunities are captured. Interviews are the foundation for uncovering patterns and actionable Insights, helping your team make data-driven product decisions.

What are Interviews?

Interviews provide valuable insights during product discovery by connecting you directly with users or stakeholders. These conversations help you understand real needs, validate ideas, and uncover opportunities to build user-focused solutions.

In Timebook, Interviews are dedicated objects designed to capture valuable feedback as part of the discovery process. They have their own module within the platform and function similarly to Tickets, but with a specific focus on gathering insights through conversations with users, stakeholders, or team members.

In Timebook, you can attach an Interview to video meetings to streamline the feedback-gathering process. Once the meeting concludes, transcripts are automatically captured and linked to the Interview. From these transcripts, you can generate Insights, as Timebook’s AI highlights key observations, themes, and opportunities to uncover valuable findings for your product decisions.

Managing Interviews in a dedicated module

Timebook has a dedicated module for managing Interviews, providing a streamlined way to capture and organize valuable feedback. The [Interviews] module is designed to help you plan, store, and analyze conversations with users and stakeholders.

As a UX Designer, you can use the [Interviews] module to gather feedback directly from users, understand their needs, and identify pain points. You can design user-centered solutions that improve the overall experience and align with real user expectations.

As a Product Owner, you can leverage the [Interviews] module to capture stakeholder and user input and prioritize features based on their feedback. This helps ensure your product backlog reflects the most valuable opportunities.

The [Interviews] module holds all the relevant product discovery data, which you can customize using various layouts, filters, and grouping options. Additionally, you can save these customized views as public for all members to access or keep them private for your personal use.

Creating an Interview

You can create Interview objects directly in the dedicated module to build a list of upcoming conversations. This ensures an Interview becomes your Team’s resource and can be attached to a specific Meeting as needed. Alternatively, a more natural approach is to create an Interview object while scheduling a Meeting. This ensures the Interview is automatically linked to the Meeting and captures the transcript once the Meeting concludes.

To create an Interview for a specific Meeting:

1. In your calendar, in the Agenda module, create a new Meeting.

2. Find the [Interview] section and click the [Create Interview] button.

3. Give your new Interview a meaningful name and description. You can also assign it to a selected Team.

4. The new Interview is now attached to the Meeting. Click [Go to Interview] to open the Interview’s card.

If you create an Interview using the method above and don’t reassign it, it will be stored in the [Created by me] section of My Work. An Interview assigned to a specific Team can be found in the [Interviews] module of that Team.

Interview cards

In Timebook, each Interview has its own card that displays all the options and properties you can use to manage it. In different layouts, you can also use cards to move your Interviews around. For instance, you can drag and drop an Interview card to:

• Mark the status and progress of the Interview in the Board layout.

• Change the Interview’s position in the List layout.

After you open an Interview card, you can manage and navigate using the options in the top bar.

Interview card: Sections

When you look at the left side of an Interview card, you’ll notice several sections. Each section has a specific purpose: to help you describe your work, categorize it, or add supporting resources. The [Transcript] and [Insights] sections are particularly important as you can generate interview Insights with AI and manage them.

Here’s an overview of the sections of an Opportunity card and their purpose:

Interview card: Tabs

When you look at the right side of an Interview card, you’ll notice several tabs. They allow you to further define your Interview, provide an update, and track changes over time.

Here’s an overview of the Interview card tabs and their purpose:

Managing Interview transcripts

The [Transcript] section on Interview cards allows you to manage the meeting transcript and capture valuable feedback:

• If your Interview is linked to an upcoming Meeting, the transcript will be uploaded automatically once the Meeting ends.

• If you link your Interview to a past Meeting that already has a transcript, it will be automatically added to your Interview.

• If the Interview isn’t linked to a Meeting, you can manually upload a .txt or .vtt file with the transcript from your device. See below for more information.

Once the transcript is uploaded, the [Generate Insights] button will appear, enabling you to analyze the transcript using Timebook AI capabilities. The AI identifies user pain points and ideas for improvement, generating actionable Insight objects to help you make informed product decisions.

Uploading transcript files

The method for uploading transcripts to Interview objects in Timebook depends on the app used for video recording. Follow the instructions below to ensure transcripts are properly uploaded and available in your Interview objects in Timebook.

To add a Zoom transcript to a Timebook Interview:

1. Verify that your Zoom account has the appropriate pricing plan and that your Cloud Recording settings are correctly configured. For more details about supported plans and recording options, refer to this Zoom support page.

2. In Timebook, create a Meeting and:

   • Create an Interview object for your Meeting, as explained above.

   • Enable the [Video call] toggle for the Meeting and select [Zoom] as the video call option.

3. In Zoom, when the video call starts, make sure to click [Record to cloud].

4. Once the call ends, its transcript will be automatically uploaded to the Interview object linked to the Timebook Meeting.

To add a Google Meet transcript to a Timebook Interview:

1. In Timebook, create a Meeting and enable the [Video call] toggle. Select [Google Meet] as the video call option.

2. After scheduling the Meeting, edit it to create an Interview object, as explained above.

3. When the video call starts in Google Meet, enable transcript capturing. For detailed steps, refer to this Google Meet support page.

4. Once the call ends, open the corresponding Meeting in Timebook. Click the [Go to Interview] button to access the Interview object you created in Step 2.

5. In the [Transcript] section of the Interview, click the [+] button and select [Google Drive]. Locate the transcript from your Google Meet call, select it, and confirm. The transcript will be added to the Interview object in Timebook.

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