Configuring Interviewer Settings
After creating an Interviewer instance, you might need to configure settings specific to that instance. These settings often relate to its identity or basic operational parameters.
Accessing Interviewer Settings
- Navigate to Interviewers: Go to the Project containing the Interviewer you want to configure, and open the "Interviewers" section.
- Select the Interviewer: Find the specific Interviewer in the list and click on its name or an associated "Edit" or "Settings" button/icon.
Common Interviewer Settings
While the exact options depend on the platform, you might find settings like:
- Interviewer Name: You can usually change the name you initially gave the Interviewer instance. This is often the name displayed to interviewees.
- Description: Update the internal description or notes for this instance.
- Active/Inactive Status: A toggle or switch to enable or disable the Interviewer. An inactive interviewer might still exist but its shareable link (if generated) might not work.
- (Link-Related Settings): Settings for the shareable link (like expiration, max uses) are often configured in a separate Shareable Links section but could sometimes be found here.
Reference Documents for Stages
Each interview stage can have a reference document attached to it, which provides the interviewer with contextual information to use during that stage of the interview.
Key points about reference documents:
- Only the first 3 pages of a document are used during an interview
- If you need more content, consider splitting into multiple documents across different stages
- Documents can be selected from your knowledge repository
- You can view, change, or remove documents from interview stages
To learn more about adding different types of knowledge documents to your projects, see the Adding Knowledge guide.
For detailed information on using reference documents effectively in interviews, see the Reference Documents in Interviews guide.
Interviewer Configuration
- Core Behavior: Define the AI's research focus, personality, and instructions when creating the interviewer.
- Instance Settings: Define the specific instance's identity (Name) and operational status (Active/Inactive).
Changes made to the Interviewer settings only affect that specific interviewer instance.
Saving Changes
Remember to click "Save" or "Update" after making any changes to the Interviewer settings.
Next, learn the crucial step of generating and managing Shareable Links.