What it is
An interview is a single customer and one or two people from your team on a call for thirty to sixty minutes. You set the objective and a loose agenda, and the conversation goes wherever the customer takes it. It is the fastest way to understand how one person actually works and why they made the choices they did.
Interview in action
When to use it
You are early in a problem and need to understand it before you design anything.
A customer has done something unexpected in the product and you want to hear the reasoning first hand.
You need depth on one account before a renewal, an expansion, or a rebuild of a workflow they depend on.
InterviewBilling walkthrough
Join callAdd to Google · Outlook · iCal
What your customers see
The member gets an invitation for a single time slot, accepts it, adds it to their calendar, and joins the call from the same page. Afterward the recap and any follow up questions appear in the same place.
What you get back
Notes with time markersEverything your team typed during the call, tied to the moment it was said.
AttendanceWho joined, when they joined, and how long they stayed.
RecordingThe full call, pulled in automatically when Zoom is connected.