Interview
Reading time: 8 minutes
Last updated
Reading time: 8 minutes
Last updated
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.
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.
As a Team Admin or Owner, you must first enable the Interview feature in your Team’s settings. You can also customize the [Interviews] module’s behavior by creating custom statuses or increasing automatization by integrating with Git.
For more information, see Interview settings in Team
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 teams plan, store, and analyze conversations with users and stakeholders. In short, this module is your one place to manage all your Team’s Interviews.
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 for your Team, 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.
We have dedicated articles that explain how to manage data views and layouts in several Timebook modules, including this one.
For more information, see Layouts & views
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:
In the [Calendar] module, create a new Meeting.
Find the [Interview] section and click the [Create Interview] button.
Give your new Interview a meaningful name and description. You can also assign it to a selected Team.
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.
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.
You can safely close an Interview card by clicking out of it. We will save all the changes you made to the Interview.
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:
Most of the sections presented above are not exclusive to Interview cards.
Cards of other object types in Timebook, such as Work Items or Tickets, have nearly identical designs.
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:
Properties
In this tab, you can view and edit various properties of an Interview, such as assigning it to a specific Team or updating its Status.
The tab also includes the [Scheduled Interview] section, which displays details of the Meeting the Interview is attached to.
Comments
Activity
This tab tracks all actions and changes made to this Interview, providing a detailed history of events. It displays them in chronological order, showing when changes were made and by whom. The information in this tab is generated automatically, usually including status updates, reassignments, and comments.
We put all the tabs in a drawer, so you can hide them by clicking the [Collapse/Expand] button at the top of your Interview card.
The [Transcript] section on Interview cards allows you to manage the meeting transcript for capturing valuable feedback. If your Interview is attached to a Meeting, the transcript file will be uploaded automatically once the Meeting ends. If the Interview is not linked to a Meeting, you can manually upload a .txt file containing the transcript from your device.
Use the […] menu on the attached transcript file to download, replace, or delete it. You can also click on the transcript file to preview its contents.
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.
Insights generated from the transcript or manually linked to your Interview can be found in the [Insights] section at the bottom of the Interview card.
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:
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.
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.
In Zoom, when the video call starts, make sure to click [Record to cloud].
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:
In Timebook, create a Meeting and enable the [Video call] toggle. Select [Google Meet] as the video call option.
After scheduling the Meeting, edit it to create an Interview object, as explained above.
When the video call starts in Google Meet, enable transcript capturing. For detailed steps, refer to this Google Meet support page.
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.
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.
You can manually upload a transcript file to an Interview object, no matter its source.
Keep in mind that Timebook only supports .txt and .vtt file types for transcript uploads.
For more information, see our separate article dedicated to
This tab allows members to communicate, share updates, and collaborate directly within the Interview. They can ask questions, provide updates, or offer feedback, making it a central communication hub. You can mention others using the @ symbol and notify specific people directly.
For more information, see
