Product Training

Create and Manage IDIs with Interview Rooms

Master the full IDI workflow — from project setup and recruitment through scheduling, interviewing, and incentive management.

This guide covers the complete workflow for running in-depth interviews (IDIs) using Interview Rooms — from initial project creation through participant recruitment, scheduling, live sessions, and post-interview processing.

Interview Room Setup

Create an Interview Room project to generate unique links for participants, moderators, and observers. Each link provides the appropriate level of access and control for that role.

Effortless Scheduling

Use the HubUX scheduling tool to book interview slots across time zones. Automated calendar invitations are sent to participants with direct session links, reducing no-show rates and coordination overhead.

Tailored Recruitment

Build screener questions targeting specific demographics, language requirements, or experience levels. You can also include video audition questions to evaluate communication abilities before committing to a full interview slot.

Advanced Segments

Set up quota-based segments to ensure you recruit the right mix of participants, or use termination segments to screen out respondents who do not meet your criteria.

Seamless Participant Management

Track each participant through their entire journey — from screening completion to scheduling, interviewing, and incentive distribution — all within a single dashboard.

Automated Recording and Processing

Interviews are automatically recorded and integrated into your project for transcription, analysis, and reporting. No manual file handling required.

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