Help & onboarding

Set up your first interview cleanly

This page walks you from setup to your first real test run. It matches the current product behavior: interview language is German, while UI can switch between DE and EN.

Language:DE

0) Preparation (one-time)

API, web, and worker are running; /health returns status=ok.
Redis and Postgres are connected (no ECONNREFUSED in API/worker logs).
S3-compatible storage is ready (bucket for uploads exists).
You have a valid email address for the magic-link test.
Browser microphone permission is granted if voice input is used.

1) Create the first interview in the Interview tab

1) Access via Magic Link
Enter email, request magic link, copy token from email (or preview URL), and verify it in the token field.
2) Create profile
Set display name, slug, and profile type, then create profile. The profileId is used for follow-up actions.
3) Source + file upload + ingest
Create source, upload and finalize file, then start ingest and poll until completed.
4) Enable consent + start session
Enable consent checkbox, start session, note sessionId, and load the first question.
5) Capture answers
Save a text answer or record/upload audio and send it as answer. A new follow-up question should appear.

2) What your interview partner gets and does

What you send to your partner

Interview URL: https://<your-web-domain>/de/interview
Magic-link email or token (current behavior: token is verified manually in UI).
Short briefing: topic, goal, expected duration, note about text/voice options.
Note: interview is in German; UI can be switched to English if needed.

What your partner does exactly

Open interview link.
Enter token in '1) Access via Magic Link' and verify.
Confirm consent and start the session.
Answer questions one by one (text or voice).
For voice: record, stop, upload, then send answer.
Set session to completed at the end (or let you close it).

Message template (copy/paste)

Hi <Name>,

here is your interview link:
https://<your-web-domain>/de/interview

Please open the page, paste the token from the magic-link email, and click 'Verify token'.
Then confirm consent, start the session, and answer the questions (text or voice).

Thank you.

3) Functional test for first run

Session starts and shows a sessionId.
After each answer, turnIndex increases and a new question is generated.
Audio flow works (record -> upload -> answer).
Pause/resume/complete status works and blocks actions correctly.
Session export works for Markdown and JSON.
Recent Sessions lists the session with the right status.

4) After interview: QA tab

Load the session in QA and review the analysis report.
Quick-check filters (risk, score, open turns).
Generate outputs and set review status.
Check readiness, create snapshot, and run CMS dry-run.

If something fails

Token issues: request a new magic link and verify again.
Ingest stuck: check worker logs and Redis connection.
Audio not working: verify browser microphone permission and HTTPS.
No sessions visible: validate profileId and access token in Interview tab.