Your First Interview: Step-by-Step Guide

This guide explains how to run your first structured interview using Interview Intelligence. It follows the full workflow shown in the product walkthrough, from creating a role to capturing interview feedback. By the end of this process, you will be able to:

• Create a role

• Generate an interview plan

• Review and adjust interview content

• Assign interviewers

• Run the interview using the plan

• Capture structured feedback

Step 1: Create a role

Every interview starts with a role. The role defines what the interview is assessing and what the AI uses to generate the interview plan.

A role includes:

• role title

• role description

• required skills and competencies

Create the role before scheduling or running an interview.

Step 2: Generate the interview plan

Once the role is created, an interview plan is generated automatically.

The interview plan includes:

• interview stages

• questions for each stage

• evaluation criteria

• scoring guidance

The plan is ready to use immediately but should be reviewed before the interview.

Step 3: Review and customise the plan

Before the interview, review the generated plan to ensure it fits your hiring needs.

You can:

• edit or reword questions

• adjust evaluation criteria and scoring

• remove or add questions if needed

This helps ensure interviews are consistent, relevant, and fair.

Step 4: Assign interviewers

Interviewers are assigned at the interview stage level.

For each stage:

• assign one or more interviewers

• ensure interviewers are aligned to the right topics

Assigned interviewers will only see the stages they are responsible for.

Step 5: Use the plan during the interview

The interview plan can be used in two ways:

• during a Microsoft Teams call

• outside a live call

Using the plan in a Teams call

During a live Teams interview, interviewers can:

• follow the interview agenda

• view questions and criteria in real time

• capture notes and scores

• confirm candidate consent for recording

• invite the recording bot when required

The plan stays visible throughout the interview to support structured delivery.

Step 6: Capture feedback and complete the interview

Interview feedback can be captured:

• during the interview

• immediately after the interview

• asynchronously, outside the call

Interviewers can:

• add notes per question

• score candidate responses

• complete their assigned interview stages

All feedback is stored centrally and aligned to the interview plan.