Skip to main content
Use this when an agent should conduct the conversation and turn the result into project records without losing the original transcript. The workflow uses Runtime. Open Shapes only if no available Shape can represent the inquiry, participant, evidence, findings, and open questions you need.

​
Before you start

  • Define the interview question and target project.
  • Record the participant’s consent and any sensitivity limits.
  • Choose who will review the findings.
  • Decide when the participant can end or skip a line of questioning.

​
Ask your agent

Interview me about how expert litigation paralegals organize discovery. Use the Research project and a Shape that can represent the inquiry, participant, evidence, findings, and open questions. Ask one question at a time and follow concrete examples. Do not invent missing details or force an answer into the Shape. When I end the interview, save the complete transcript as a source, stage the findings in a workspace named “Discovery expert interview,” and show which transcript passages support each finding. Wait for my approval before submission.

​
Steps

1

Check the project and Shape

Confirm that the active project and available Shape can hold the planned interview records. Add or create a Shape only after review.
2

Conduct the interview

Ask one question at a time. Follow mechanisms and examples, allow the participant to correct the premise, and keep unanswered questions open.
3

Save the complete transcript

Add the transcript as a source with the participant, date, and inquiry in the title. Retrieve one passage to confirm it is available.
4

Stage the interview records

Open one named workspace. Add the inquiry, participant, evidence, findings, and open questions, then connect findings to the transcript evidence behind them.
5

Review the interpretation

Read the workspace and compare every material finding with its cited passage. Turn unsupported interpretations into open questions or remove them.
6

Validate and submit

Fix validation errors in the same workspace. Submit only after the participant or reviewer accepts the proposed records.
7

Read the result

Retrieve the records and report whether they are live or waiting for project review.

​
Verify

Select one finding and ask the agent to show:
  1. the complete finding record;
  2. the exact transcript passage behind it;
  3. any open question the interview did not resolve;
  4. the submission status.

​
Troubleshooting

  • An answer does not fit the Shape: record the mismatch and revisit the Shape; do not distort the answer.
  • A finding lacks a supporting passage: remove it or turn it into an open question.
  • Validation fails: repair the current workspace and validate again.
  • Submission is pending: report it as pending, not as live project knowledge.