Interview Guide Overview
Your interview guide controls everything about how the AI conducts interviews:| Setting | Description |
|---|---|
| Opening Script | How the AI greets respondents and introduces the interview |
| System Instructions | The AI’s personality, approach, and conversation rules |
| Probing Instructions | How the AI asks follow-up questions to dig deeper |
| Closing Script | How the AI wraps up and thanks respondents |
| Time Limit | Maximum interview duration in minutes |
Generating Your Guide
When you create a project with learning objectives, Hallway can automatically generate an interview guide:1
Add Learning Objectives
In your project settings, add 1-5 specific questions or topics you want to explore. The more specific, the better.
2
Click Generate Interview Guide
Go to the Guide tab and click Generate Interview Guide. The AI will create a complete guide based on your objectives.
3
Review the Guide
Preview each section of the generated guide. The AI creates contextually relevant scripts and instructions.
Editing Your Guide
After generating, you can customize any part of the guide:- Click Edit Guide on the Guide tab
- Modify any section (opening script, instructions, etc.)
- Click Save Changes to apply your edits
Opening Script
The opening script is the first thing respondents hear. A good opening:- Welcomes the respondent by name (if provided)
- Explains what the conversation is about
- Sets expectations for duration
- Makes the respondent feel comfortable
System Instructions
System instructions define the AI’s personality and behavior. Consider:- Tone - Friendly and conversational? Professional and formal?
- Depth - Should the AI dig deep or stay surface-level?
- Focus - Which topics are most important to explore?
Probing Instructions
Probing instructions tell the AI how to ask follow-up questions:- When to ask “Can you tell me more about that?”
- How to handle short or vague answers
- Which topics deserve deeper exploration
Closing Script
The closing script wraps up the interview gracefully:- Thank the respondent for their time
- Summarize that their input is valuable
- Let them know they can close the tab
Time Limit Settings
Set how long interviews can last:| Duration | Best For |
|---|---|
| 5 minutes | Quick feedback, simple questions |
| 10 minutes | Standard interviews (recommended) |
| 15 minutes | In-depth exploration |
| 20+ minutes | Complex research topics |
Respondents see a countdown timer and receive warnings as time runs out. They can always end early by clicking “End Interview.”
Time Limit Tips
- Shorter is often better - Respondent attention drops after 10-15 minutes
- Match complexity - More learning objectives may need more time
- Consider your audience - Busy professionals may prefer shorter interviews
Regenerating Your Guide
If you want a fresh start:- Click Regenerate on the Guide tab
- Confirm that you want to replace the current guide
- The AI generates a new guide from your learning objectives
Project Activation
After you’re happy with your guide:- Click Activate Project
- Confirm activation in the dialog
- Your project status changes to “Active”
- The Share Interview button becomes available
You can still edit your guide after activation. Changes apply to new interviews only—completed sessions use the guide that was active when they started.
Common Customizations
Make the AI more conversational
Make the AI more conversational
Update system instructions to encourage casual language, use of the respondent’s name, and natural transitions between topics.
Focus on specific topics
Focus on specific topics
Add explicit instructions like “Spend at least 2-3 minutes exploring [specific topic]” to ensure coverage of key areas.
Handle sensitive topics
Handle sensitive topics
Add instructions for approaching difficult subjects with empathy, giving respondents permission to skip questions they’re uncomfortable with.
Encourage specific examples
Encourage specific examples
Add probing instructions like “When respondents mention a problem, ask for a specific recent example.”
Next Steps
- Share your interview to start collecting responses
- Learn how interviews work from the respondent’s perspective