Interview Guide Settings

This guide walks you through the available study settings so you can configure your interview with confidence!

Choose How to Create Your Guide:

• AI-generated guide – Describe your study goals, then choose additional options such as # of questions, interview purpose (concept test vs. discovery), and question type mix (qual/quant).

• Start from scratch – Manually add questions and configure settings like Interview Method, Context for AI, Max # of interviews (optional), and checkboxes for Pass Metadata, Skip Walkthrough, and Enable Interviewer Voice.

  • For Standard AI Interviews, there’s also an option to allow participants to switch to chat if their camera/microphone is not working.

• Upload your own guide – Upload an existing interview guide file. Full instructions here.

Set Interview Type & Modality

Interview Method – wwitch between modes available for your chosen interview type

• Standard AI Interview

• Usability Testing

Select Modality: the available modalities depend on your chosen interview type

Modality-Specific Options for Usability Testing

• Desktop Website/Prototype – Add a link and optionally enable Record screen for duration of this question. The system will ask participants for permission to record their full screen for the entire interview.

• Mobile Website/Prototype – Same as above.

• Mobile App – Add the Mobile App Name and App Store link. Before starting, participants see a special onboarding screen with instructions to download the Outset app and then scan a code to start the interview. Screen recording runs for the entire session.

  

Additional Settings:

• Interview Language – Choose from a wide range of supported languages (full list here)

• Written In – Language your guide is written in

• Maximum # of Interviews – Limit how many times the interview can run

• Checkbox options: Pass metadata to AI interviewer, Skip walkthrough, Enable moderator voice

• Auto-flag PII - read more here!

• Allow chat (text modality) fall back

Section Randomization

You can also randomize the order of sections in your guide:

• Monadic – Each participant sees a randomized section or section(s) from the set you select.

• Sequential Monadic – Each participant sees all selected sections, but in a randomized order.

By following these steps and using the settings that match your goals, you can ensure your AI-moderated interviews or usability tests run smoothly and collect the insights you need.

Hope this helps! If you have any further questions, please reach out to our team at support@outset.ai or via chat.