> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/reference/settings/ai-avatar-interviewer.md). # AI Avatar Interviewer Settings Every field, option, and button in the Create AI Avatar Interviewer + Survey workflow: video or voice interviewers, survey, script, dashboard, participants. This page lists every control in the **Create AI Avatar Interviewer + Survey** workflow and says what each one changes: the three-step builder, the choice between a video avatar and a voice-only interviewer, the **Optional Settings** that shape how the interviewer moderates, the project dashboard, and what participants see. It is for anyone who has built a first project with [Create Your First AI Avatar Interviewer](/ailyze-docs/getting-started/create-your-first-ai-avatar-interviewer.md) and wants to know what a specific setting does before relying on it. The walkthrough is [Create an AI Avatar Interviewer](/ailyze-docs/collect-research-data/create-an-ai-avatar-interviewer.md). Building and testing a project is free on every plan. The only charge is live collection, covered under [the Status card](#the-status-card-and-going-live); the rate and the minimum wallet balance are on [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md). The numbers in each table match the red badges in the figure above it. Last verified against the staging app on 14 October 2026. ## Screen 1: The project list From your account page, click **Create AI Avatar Interviewer + Survey** (or **View previous** under it) to reach the **AI Avatar Interviewer** list.
AI Avatar Interviewer list with search, status filters, Create New Project, Refresh, and project rows with actions

The response count leaves out test responses, so a project you have only tested shows 0.

| # | Control | What it does | | - | ------------------------------------------------- | --------------------------------------------------------------------------- | | 1 | Search box and **Search** | Finds a project by name, or by ID if you type only digits. | | 2 | **All** / **Active** / **Test Mode** / **Paused** | Filters the list by status. | | 3 | **Create New Project** | Opens the builder. | | 4 | **Refresh** | Reloads the list and the response counts. | | 5 | Status | **Active**, **Test Mode**, or **Paused**. | | 6 | **View Details** (eye icon) | Opens the project dashboard. Clicking the name does the same. | | 7 | Delete (bin icon) | Deletes the project and every response in it, after the confirmation below. | A project created in several languages shows one row with an "N languages" chip; its delete button removes every language version. A project created in the last hour shows a **NEW** chip. **Rows per page** sets 10, 20, 50, or 100 rows.
Delete Interview dialog asking to confirm deleting the project, with Cancel and Delete

Cancel closes the dialog without deleting anything.

## Screen 2: Project Setup Click **Create New Project**. The builder runs through **Project Setup**, **Design Survey**, and **Interview Script**. The survey step disappears for an interview-only setup, and the last step becomes **Branched Interview** if you choose branching.
How would you like to start? with Create New, Duplicate Existing and the Select a project to duplicate box

Duplicating copies the setup, survey, script and settings; responses are never copied.

| # | Control | What it does | | - | --------------------------------- | ------------------------------------------------------------------------------------------------------------------ | | 1 | **Create New** | Starts from a blank form. | | 2 | **Duplicate Existing** | Pre-fills everything from one of your recent projects. | | 3 | **Select a project to duplicate** | Picks the project to copy. The copy's name ends in "(Copy)", its link ends in "-copy", and it starts in test mode. |
Project Name, Custom URL Slug with a green tick, Supported Languages with English, and the Video avatar and Voice only cards

The slug fills in from the name until you edit it; the tick means it is free to use.

| # | Field | What it does | Notes | | - | ----------------------- | ---------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | | 1 | **Project Name** | The internal name shown in your list and dashboard. | 3 to 100 characters. Participants see it as the title of the interview page. | | 2 | **Custom URL Slug** | The ending of the public link, after `/ai-avatar/`. | 3 to 60 characters: lowercase letters, numbers, and single hyphens. A cross and "This slug is already taken" mean you need another. | | 3 | **Supported Languages** | Every language the interview runs in. | The first one is the primary language: you write the survey and script in it and translate them for the rest. | | 4 | **Video avatar** | Under **Choose Interviewer**: participants meet a lifelike video avatar on a video call. | The default. Needs a steady connection; the participant's own camera is optional. | | 5 | **Voice only** | Participants talk to a voice interviewer with no camera or video. | Lighter on bandwidth and devices; the interviewer can listen and respond at the same time, like a phone call. |
Supported Languages list with checkboxes and flags, English ticked

Tick more than one language to run the same interview in each of them.

Choosing several languages creates one project per language, joined in a set that shares one link. Participants pick their language first, then see that language's survey and script. While building, an **Editing language** tab row switches between languages; the primary one is marked "(primary)", and the others offer **Translate from** or **Copy from** the primary. After creation, a message confirms "Created N projects — one per language." ### Video avatar settings
Select Ai Avatar with Gender, Age and Style filters, Clear All, the avatar count, and avatar cards

Here Style is set to Pro; hover a card to play its preview.

| # | Control | What it does | | - | -------------------------- | ------------------------------------------------------------------ | | 1 | **Gender** | **Male** or **Female**. | | 2 | **Age** | **Young**, **Middle-aged**, or **Older**. | | 3 | **Style** | **Pro** (the most realistic avatars), **Animated**, or **Custom**. | | 4 | **Clear All** | Removes every filter. | | 5 | Count | "Showing N of M avatars" for the current filters. | | 6 | **Create Your Own Avatar** | Opens a contact request for a custom avatar; it is not a builder. | Avatars badged **Custom** with "On request" are made to order: clicking one opens a contact dialog instead of selecting it.
Voice Selection with the Accent select, the number of accents, Create Your Own Voice and voice cards with Preview voice

The list is narrowed to the avatar's gender and your language.

| # | Control | What it does | | - | ------------------------- | ------------------------------------------------------------------------------------------------------------- | | 1 | **Accent** | Filters the voices to one accent. Required when the project has several languages or you change the language. | | 2 | Accent count | How many accents are available for the language. | | 3 | **Create Your Own Voice** | Opens a contact request for a custom voice. | | 4 | **Preview voice** | Plays a sample. Click the card itself to choose the voice. | Once an avatar and a voice are chosen, three cards appear.
Choose Interview Setup, Interview flow and Survey timing cards with their two options each

The defaults are Survey → Interview, Simple flow, and Survey before interview.

| # | Option | What it does | Notes | | - | --------------------------- | ----------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------ | | 1 | **Survey → Interview** | Collects a survey (such as email, age, or satisfaction), then interviews. The interviewer can ask about survey answers. | | | 2 | **Interview** | Skips the survey, for anonymous or open-ended sessions. | Switching to **Interview** keeps your survey and brings it back if you switch again. | | 3 | **Simple flow** | Everyone gets the same script. | | | 4 | **Survey Driven Branching** | Asks different questions depending on one survey answer. | Fixed once the project exists. Forces the survey to run first. | | 5 | **Survey before interview** | Survey first, then the interview. | Required for screening and for asking about survey answers. | | 6 | **Survey after interview** | Interview first, then a wrap-up survey. | Not allowed with screening rules. | ### Voice only settings
Voice only selected, with the Interviewer voice — English card and its Voice select set to Female · Marin (default)

No avatar, accent or pronunciation settings are needed for the voice interviewer.

| # | Control | What it does | | - | ------------------------------------------- | --------------------------------------------------------------------------------------------- | | 1 | **Voice only** | Replaces the avatar, voice, and accent settings with one voice picker. | | 2 | **Interviewer voice — *****language*** | One picker per project language. Every voice speaks the project language automatically. | | 3 | **Voice** | The voice participants hear, listed as "gender · name". Run a test-mode interview to hear it. |
Voice list with four female, seven male and two neutral voices

Marin is the default; the list is the same for every language.

The voices are **Female** (Marin, Coral, Sage, Juniper), **Male** (Cedar, Alloy, Ash, Ballad, Echo, Verse, Ember), and **Neutral** (Shimmer, Breeze). A voice-only project uses the same survey, script, Optional Settings, dashboard, and transcripts as a video project. **Inactivity timeout**, **Low bandwidth accommodation**, and the **Pronunciation dictionary** do not apply to it. ### Moving on
Disabled Next: Design Survey button with the message Project name is required.

The message names the first setting still missing.

**Next: Design Survey** (or **Next: Interview Script** for an interview-only setup) stays disabled until the step is complete. The message underneath says what is missing: "Project name is required.", "Slug is required.", "Slug is unavailable — please pick another.", "Please select a language.", "Please pick an AI avatar.", "Please select a voice for the avatar.", or "Please select an accent for the voice."
Restore your unsaved interviewer? dialog with the project name, the step reached, Start Fresh and Restore Draft

The builder saves your work in this browser as you go.

If you leave the builder before creating the project, the next visit asks **Restore your unsaved interviewer?** with the project name and the step you reached. **Restore Draft** (2) picks up where you left off; **Start Fresh** (1) discards it. The draft lives only in that browser. ## Screen 3: Design Survey
Start from a survey template with Create own survey, a template search box, category tabs and template cards

Templates are grouped by research area; the search box looks across all of them.

| # | Control | What it does | | - | ------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------- | | 1 | **Create own survey** | Starts from a blank survey. | | 2 | **Search survey templates...** | Finds a template by name or description. | | 3 | Category tabs | **Academia**, **Evaluation**, and **Market & Product Research**, each split into groups such as **Participant Screening & Study Setup**. | | 4 | Template card | Loads that template into the editor, ready to edit. Its placeholders, such as "\[xx study name]", are yours to replace. |
Survey editor with the Using banner and Change, the two editor tabs, Designer, Preview, Logic and JSON Editor, and AI Chat

The editor opens on the template's questions; edit them by hand or ask the AI Chat panel.

| # | Control | What it does | Notes | | - | ----------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------ | | 1 | **Change** | Goes back to the template list. The banner shows which template you are using. | | | 2 | **Survey Editor & AI Chat** | The drag-and-drop editor. Describe the survey you want in **AI Chat** and it builds it; edit the result by hand. | **Add Question** adds a question of the type you pick. | | 3 | **Paste Survey & Let AI Format** | A box for a pasted question list or a plain description (next figure). | Replaces the current survey with the formatted one. | | 4 | **Designer**, **Preview**, **Logic**, **JSON Editor** | Build, try as a participant, add skip logic, or edit the survey's code. | | | 5 | **AI Chat** | Opens the chat panel beside the editor. | | When the primary language is not English, a **Translate to *****language*** button translates the survey; re-run it after editing. On the other language tabs of a multi-language project, **Auto-translate to *****language*** fills that language from the primary one.
Paste Survey & Let AI Format tab with the text box and the Use AI to Format into Survey button

Paste a list of questions with their answer options, or just describe what you want.

Click **Use AI to Format into Survey** (1) to turn the text into survey questions. ### Screening respondents Below the editor, **Add a screen / eligibility filter (optional)** sets rules a respondent must satisfy to continue.
Screening panel with Select questions to screen on, two ticked questions, and the rule card for the consent question

Some templates come with screening already set; here the consent question screens out anyone who answers No.

| # | Control | What it does | | - | --------------------------------- | ----------------------------------------------------------------------------------- | | 1 | **Select questions to screen on** | Ticks the questions that carry a rule. Each ticked question gets a rule card below. | | 2 | Selected count | How many questions are screened. |
Screening rules in detail * **Disqualifying answers**: tick the answers that make a respondent ineligible. Single choice, multiple choice, dropdown, multi-select, image choice, and yes/no questions offer this; rating questions offer **Disqualifying ratings**. * For other questions, add **Number range**, **Date range**, **Text length**, **Email format**, **Pattern (regex)**, or **Custom rule**. A custom rule combines conditions such as "is greater than", "contains", or "is empty", and **Respondent must match** sets **ALL** or **ANY** of them. * **When the answer fails**: **Screen the respondent out (end survey)** shows a message and ends the survey for them; **Block & ask them to fix it** keeps them on the question until the answer passes. * **Screen-out message (shown to respondent)** starts as "You are not eligible for this study." Edit it to suit. * The **Who can continue** card sums up every rule in plain words. Click **Save validation** when you are done. * Only single choice, multiple choice, dropdown, and yes/no questions can drive branching.
## Screen 4: Interview Script Click **Next: Interview Script**. The step opens on **Paste & Format with AI**, because pasting a rough guide is the fastest way to fill every section.
Interview Script on the Paste & Format with AI tab, with an example guide format in the box and Format with AI

Paste a guide in any format; the AI sorts it into objective, introduction, questions, follow-ups and conclusion.

| # | Control | What it does | | - | -------------------------- | --------------------------------------------------------------------------------------------------- | | 1 | **Add Manually** | Shows the script fields, below. | | 2 | **Paste & Format with AI** | The paste box. | | 3 | **Format with AI** | Fills in the fields from the pasted guide, then switches to **Add Manually** so you can check them. |
Add Manually tab with the objective, context, introduction, two questions, Add Question, Add probe questions and conclusion

An invented mobile clinic project, used throughout this guide.

| # | Field | What it does | Notes | | - | ------------------------------------- | --------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | | 1 | **Research Objective** | The goal of the interview, sent to the interviewer as context. | Optional. | | 2 | **Research Context** | Background that frames the research. | Optional. | | 3 | **Introduction** | The interviewer's opening words. | Required. End with "Shall we start?" so the participant replies. | | 4 | Question row | One row per question, in the order asked. Drag the handle to reorder; the bin removes the row. | | | 5 | Gear (**Manage follow-up questions**) | Opens **Question settings** for that row (next figure). | Chips on the row show what is set, such as "2 follow-ups", **Nice to learn**, or **Conditional**. | | 6 | **Add Question** | Adds a row. | | | 7 | **Add probe questions** | Picks survey questions for the interviewer to ask about, such as "Why did you say {survey answer}?" | Appears when the survey has questions and runs first. **Add another probe for this question** adds more. | | 8 | **Conclusion** | The interviewer's closing words. | Required. End with "You may close the page." | When the language is not English, a bar reads "This interview is in *language*" with **Auto translate to *****language***. Review the result, because the interviewer reads it as written. For some languages a **Gendered Language Notice** reminds you to check gendered wording.
Question settings dialog with Priority set to Must learn, the Conditional switch, and Add follow-up

Save keeps the settings for this question; Cancel discards them.

| # | Control | What it does | | - | ----------------- | --------------------------------------------------------------------------------------------------------------- | | 1 | **Priority** | **Must learn** (always asked) or **Nice to learn** (may be skipped when already covered or when time is short). | | 2 | **Conditional** | Asks the question only when a condition is met. Describe it in "Only ask this question if…". | | 3 | **Add follow-up** | Adds an optional prompt the interviewer can use to dig deeper. **Follow-up questions (N)** counts them. | ### Optional Settings Expand **Optional Settings** under the Conclusion. It has six groups; **Timing & limits** is open by default.
Timing & limits with the duration limit, Maximum number of responses, Inactivity timeout and Low bandwidth accommodation

Leave the first two empty for no limit.

| Control | What it does | Notes | | ------------------------------------------ | ------------------------------------------------------------------------- | -------------------------------------------------------------------- | | **Max Interview Duration Limit (minutes)** | Ends the conversation at a set length, entered as hours and minutes. | Up to 120 minutes; 15 to 60 is recommended. | | **Maximum number of responses** | Closes the project to new participants when full. | 1 to 10,000. Participants who arrive later see "This study is full". | | **Inactivity timeout** | Ends the conversation after 300 seconds without the participant speaking. | Shown for information; it cannot be changed. Video only. | | **Low bandwidth accommodation** | Starts in audio-only mode when the connection is weak. | Always on. Video only. |
Scheduling with the Interview Deadline date field and Quick set buttons for 7 days and 30 days

Quick set fills the deadline in for you.

**Interview Deadline** closes the project at a date and time in your chosen time zone; leave it empty for no deadline. **Quick set** offers **7 days** and **30 days** from now. Participants who arrive afterwards see "This study has closed". You can change the deadline later from the dashboard.
End of interview feedback set to Customer Satisfaction Score, with the question wording and Customize this question

Asked once, right after the interview ends; participants can skip it.

**Question type** is **Customer Satisfaction Score** (a 1 to 5 scale, the default), **Net Promoter Score** (0 to 10), or **Custom — please specify**. **Customize this question** (or **Edit questions**) opens **End of interview feedback**, where you change the wording and click **Save questions**. The answers become extra columns in the responses table and the survey export.
Notifications set to Daily with Recipient emails, Send at, and Timezone

Off is the default; choosing Daily or Weekly shows where and when to send the digest.

**Completion notifications** are **Off**, **Daily**, or **Weekly**. A digest goes to the **Recipient emails** you list (separate several with commas) at the **Send at** time in your **Timezone**; a weekly digest also asks for the day. **Alert me at a target milestone** emails you when a share of **Maximum number of responses** is reached (5% to 100%, default 50%), so set that limit first.
Moderation presets: Probing Depth, Tone, Language Complexity, Answer Validation and Stay on Topic, each with chips

No chip is selected by default. Choosing one writes a prompt you can edit.

| # | Preset | Chips | | - | ------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- | | 1 | **Probing Depth**: how deeply the interviewer follows up. | **Light**, **Standard**, **Deep**, **Exhaustive** | | 2 | **Tone**: the conversational style. | **Professional**, **Friendly**, **Empathetic**, **Casual**, **Formal** | | 3 | **Language Complexity**: how simple or technical the wording is. | **Simple**, **Standard**, **Advanced**, **Domain Expert** | | 4 | **Answer Validation**: how much it acknowledges answers before moving on. | **None**, **Brief Acknowledgment**, **Reflective Summary**, **Confirm and Expand** | | 5 | **Stay on Topic**: how strictly it keeps to your questions. | **Strict**, **Balanced**, **Flexible** | Each choice fills a prompt underneath; edit it to say exactly what you want. **Clear** removes the choice, and **Reset to default** restores the prompt after edits.
Protocol for Sensitive Topics with Low, Moderate and High, and Cultural sensitivity instructions with a country select

Each level describes the topics it suits and what the interviewer does if a participant is distressed.

| # | Control | What it does | | - | ------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | **Protocol for Sensitive Topics** | **Low** (default) for everyday topics, **Moderate** for mild embarrassment or personal challenges, **High** for grief, trauma, mental health, or similar. **Moderate** and **High** add a safeguarding instruction and a **Support resources for avatar to reference** box; pick the **Participant country or region** to pre-fill local helplines. | | 2 | **Cultural sensitivity instructions** | Pick the **Participant country or region** to pre-fill guidance the interviewer uses to read answers and adapt its tone. Edit the text, or choose **Other** to write your own. Leave unset to skip. |
Content with Additional Instructions, the Custom dictionary box, and a Pronunciation dictionary row

Pronunciation rules apply to the video avatar only.

| # | Control | What it does | | - | ----------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | **Additional Instructions for AI avatar Interviewer** | Free-text instructions, such as "If the respondent seems uncomfortable, offer to skip the question." | | 2 | **Custom dictionary** | Words and phrases (brand names, places, jargon) the interviewer should recognize. Press Enter or a comma after each. | | 3 | **Pronunciation dictionary** | **Add pronunciation rule** adds a row: **Word or phrase**, **How to say it**, and a **Type** of **Spelling** or **IPA**. **Remove pronunciation** deletes a row. |
Branched Interview (when you chose Survey Driven Branching)
Branched Interview with What is your age range? as the category and one branch card per answer

The card in the middle counts how many branches are configured.

* **Select a survey question to use as the category** (1): one single choice, multiple choice, dropdown, or yes/no question. Each of its answers becomes a branch. * Each branch card names its answer; **Add choice** bundles more answers into the same branch. **Configuration required** (2) opens the branch's script and turns into **Configuration done** once its introduction, questions, and conclusion are written. **Re-use guide from another branch** copies a finished branch as a starting point. * The card in the middle, **Personalize interview questions based on …**, shows how many branches are configured. A branch's default introduction ends with "Shall we begin?" * The branched flow's **Optional Settings** keep the limits, feedback question, dictionaries, and research objective, but have no **Moderation**, **Notifications**, or **Scheduling** groups.
### Creating the project
Footer with Previous, Preview Survey and Create Project

Nothing is charged when you create a project.

| # | Control | What it does | | - | ------------------ | ------------------------------------------------------------------------------------------------------------ | | 1 | **Previous** | Goes back a step, keeping what you entered. | | 2 | **Preview Survey** | Shows the survey as a participant will see it, with **Back to Edit Survey** and **Save and Create Project**. | | 3 | **Create Project** | Saves the project in test mode and opens its dashboard. | ## Screen 5: The dashboard The dashboard has a header (click the name to rename it, **Invite by email** to recruit) and four sections in the side navigation: **Overview**, **Configuration**, **Responses**, and **Participants & sharing**. **Collapse navigation** hides the side menu.
Dashboard Overview with the header, side navigation, interview URL, Status, wallet, processing notice and counters

All four counters leave out test responses, and an interview counts once it has a recording.

| # | Control | What it does | | - | ------------------------ | ----------------------------------------------------------------------------------------------------------- | | 1 | Project name | Click to rename. The language shows underneath. | | 2 | **Invite by email** | Opens the email dialog from **Participants & sharing**. | | 3 | Side navigation | Jumps to a section. | | 4 | **Avatar interview URL** | The public link, with copy and open-in-new-tab icons. | | 5 | Status toggle | **Test (free)**, **Active**, or **Paused** (below). | | 6 | **Wallet Balance** | Your wallet, with "Warning: low balance" below the minimum and **Top Up Balance**. | | 7 | **Refresh now** | Recordings and transcripts take a few minutes to process after an interview ends; this reloads the numbers. | | 8 | Counters | **Interview Responses**, **Survey Responses**, **Minutes Used**, and **Spent**. | ### The Status card and going live | Status | What happens | | --------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Test (free)** | The default for a new project. Participants can take the interview; a banner tells them it is a test session. Responses are recorded, marked Test Mode, and never charged. | | **Active** | Live collection. Each interview is charged to your wallet by the minute of interview collected; hover the button to see the rate. | | **Paused** | Participants see "Interview Paused" and cannot start. Switch back whenever you like. | {% hint style="warning" %} **Costs money:** Clicking **Active** checks your wallet first. Below the minimum balance, an **Insufficient Balance** dialog shows your balance, the amount needed, and **Top up options**; the status does not change. Otherwise a **Go live?** dialog states the per-minute rate; **Go live** confirms and **Not yet** backs out. If your wallet later runs too low, participants see "Interview Unavailable". See [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md). {% endhint %}
Insufficient Balance dialog with current balance, action cost, additional needed, Top up and Enter custom amount

Cancel closes the dialog and leaves the project as it was.

Dashboard header with a yellow Closed · deadline passed chip, and a Status warning with Change deadline

After the deadline, participants see "This study has closed" whatever the status says.

A project with a deadline shows a **Closes *****date*** chip in the header (1), which turns into "Closed · deadline passed *date*" afterwards. Click the chip, or **Change deadline** (2), to open **Interview deadline**.
Interview deadline dialog with the Closes at date and time, a time zone, and save and cancel buttons

Clear the date to remove the deadline.

Configuration section showing the builder steps with the project's name, slug and Language

Configuration is the builder with everything filled in.

**Configuration** reopens the builder for this project. **Language** shows the project's one language, the **Interview flow** is locked, and everything else can change; **Update Project** saves. The Choose Interview Setup, flow, and timing cards always show here. ### Responses
Responses section with Analyze Survey, Analyze Interviews, Refresh, and the two download cards

A project with only survey answers so far; the interview download stays grey until an interview exists.

| # | Control | What it does | Notes | | - | ---------------------- | ----------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------- | | 1 | **Analyze Survey** | Asks you to download the survey data and upload it to spreadsheet analysis. | | | 2 | **Analyze Interviews** | Opens document analysis, where you upload the transcripts you downloaded. | Disabled ("Collect at least one interview first") until one interview exists. | | 3 | **Refresh** | Reloads the responses. The caption shows when they were last updated. | | | 4 | **Download** cards | **Interview Responses** downloads the transcripts; **Survey Responses** downloads an XLSX of answers. | Disabled with "No interviews to download yet" or "No survey responses to download yet". | Below the cards, **Responses Per Day** charts the last 14 days with responses, survey and interview side by side, leaving out test responses.
Responses Table with its three views, the duplicates button, Filters, three switches, Download all and Delete

The rows here are anonymous survey answers with no interview yet.

| # | Control | What it does | Notes | | - | ----------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------- | | 1 | **Combined** / **Interview** / **Survey** | One row per participant, or only interviews, or only survey answers. | An interview-only project shows only **Interview**. | | 2 | Duplicates button | **Review N possible duplicate sets** when responses share an email or come from the same device within 24 hours; "No possible duplicates" otherwise. | See below. | | 3 | **Filters** | Adds a filter box under every column (next figure). | The **Interview** view filters by minimum and maximum duration instead. | | 4 | **Hide 0-duration** | Hides interviews with no recording. | On by default. | | 5 | **Hide test data** | Hides test responses. | Test responses are hidden automatically once live ones exist. | | 6 | **Hide user meta-data** | Hides 14 device and location columns, such as IP address, country, device type, browser, time zone, and referrer. | On by default; the label counts the hidden columns. | | 7 | **Download all** | Downloads every row shown, or **Download (N)** for the ticked rows (dialog below). | | | 8 | **Delete** | Deletes the ticked responses, interview and survey answers together, after "Delete N responses?". | Cannot be undone. |
Responses Table with a filter box under each column header

Type in a box to narrow the rows; click Filters again to hide the boxes.

Each row offers **View Recording**, and for the transcript **View** (opens the transcript editor, below) and **Download** (pick a format). The archive icon hides a row (**Archive (hide) response**) and **Restore response** brings it back; a notice says how many responses are archived, with **Show**, **Hide**, and **Restore all**.
Download responses dialog with Interview transcripts and Survey responses choices

A choice is greyed out when none of the rows have that kind of data.

**Interview transcripts** downloads the transcripts as DOCX, XLSX, SRT, VTT, or TXT. **Survey responses** downloads an XLSX spreadsheet.
What the survey spreadsheet contains * Only rows with a completed interview are exported; a message says how many were left out. With none, it says "No survey responses with a completed interview to export yet." * Columns: **Participant ID**, **Interview Status**, the date, one column per answer (choice questions show the answer text, and grouped questions show "parent — item"), the feedback question, the 14 metadata columns if shown, **Archived**, and a **Preview of Transcript**. * The sheet is named "Survey Responses".
**Reviewing duplicates.** The duplicates button opens **Potential duplicate set X of Y**, one set at a time, saying whether the responses share an email or a device. Choose **Archive most recent** (suggested: it keeps the earliest response), **Archive oldest**, or **Custom selection** to tick responses yourself; a set of three or more says **Archive newer responses** and **Archive older responses** instead. Then click **Archive N selected**. Duplicate rows carry a **Possible duplicate** chip. Archiving hides a response from the table and exports without deleting it. ### The transcript editor **View** on a transcript opens it at `/interview-transcript/…` in the same editor as audio transcription, with the recording beside the text. Turns are labelled **AI Avatar Interviewer** and **Participant**. You can search, **Edit text**, undo and redo, **Fix speaker identification**, change the text size, export a clip, download the recording or the transcript, and translate it. Every control is described under [the transcript editor in Transcription Settings](/ailyze-docs/reference/settings/transcription.md). If the transcript is still processing, the page says "Transcript not ready yet"; **Go back** returns to the dashboard. ### Participants & sharing
Participants & sharing with the Interview URL, a QR code, the embed snippet and Preview as participant

Print the QR code on flyers or show it on screen for in-person recruiting.

| # | Control | What it does | | - | -------------------------- | --------------------------------------------------------------------------------------------------------------------------- | | 1 | **Interview URL** | The public link, with copy and open icons. A multi-language project shows one **Shared interview link** for every language. | | 2 | **More sharing options** | Opens the QR code, with **Download** and **Preview**. | | 3 | **Embed on your site** | A snippet to paste into your website; **Copy** copies it. | | 4 | **Preview as participant** | Opens the link as a participant would see it. |
Suggested Participant Invitation Message with Send by email, the Invitation funnel and Invited recipients, all empty

Replace every [bracketed] detail before you send.

| # | Control | What it does | | - | -------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | 1 | **Suggested Participant Invitation Message** | A ready-made email. `{name}` and `{survey_link}` are filled in for each recipient. | | 2 | **Send by email** | Opens the email dialog with this message. | | 3 | **Invitation funnel** | Invited, survey completed, and interview completed, for people you emailed. | | 4 | **Invited recipients** | Who was emailed and their status. Filter by **All**, **Completed**, **Awaiting response**, **Not completed**, or **Delivery failed**; **Remind non-completers**, **Invite more**, or tick rows and **Send message**. |
Email survey link to respondents dialog on the Add recipients step, with paste and upload options and the recipient list

Nothing is sent until you review the email and confirm.

**Send by email** (and **Invite by email** in the header) opens **Email survey link to respondents** in two steps. On **Add recipients**, pick people already registered with the project, paste one email per line (tick **Include names** to add a name before each), or **Upload file** (CSV, TSV, or plain text, up to 2 MB), then **Add to list**; the counters show valid, invalid, and duplicate addresses. **Continue to email** moves to **Review email**. Each recipient gets their own tracked link. ## Screen 6: What participants see
Device Permissions card with Microphone and Camera both showing Access granted, a help section and Continue

On a computer the browser asks straight away; on a phone the participant taps Grant Permissions first.

| # | Item | What it shows | | - | ------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------- | | 1 | **Microphone** | Required. "Access granted" once allowed. | | 2 | **Camera** | Video avatar only. **Continue without camera** appears if the camera is blocked. | | 3 | **How to enable your camera & microphone** | Step-by-step help for **iPhone / iPad**, **Android**, and **Computer**, per browser. **I've changed my settings — Retry** checks again. | | 4 | **Continue** | Moves on once the microphone is allowed. | A multi-language project first asks the participant to **Choose your language**. A voice-only project asks for the microphone only.
Participant survey page with the banner This is a test session. Your responses will not be counted.

In test mode, a banner reminds the participant that nothing counts.

The survey comes before or after the interview, according to **Survey timing**. A respondent who fails a screening rule sees the screen-out message and stops there.
The video interview * The avatar joins a video call. A **View my survey responses** toggle shows the participant's own answers, and a **Reference ID** identifies the session if something goes wrong. * On a slow connection, **Slow Internet Connection Detected** offers **Continue with Video** or **Switch to Audio Only**. * If the connection drops, **Reconnecting…** offers **Retry now**, then **Rejoin** or **Start over**.
The voice interview * A **Ready to begin?** screen (or **Resume your interview** after a refresh) explains that headphones are recommended and the participant can interrupt or ask for a repeat at any time, with three tips. **Start interview** always needs a tap. * During the call the status reads **Connecting…**, **Connected**, or **Wrapping up…**, with a timer and captions such as "The interviewer is speaking", "Listening…", "Your turn — speak whenever you are ready", and "You are muted". **Mute** / **Unmute** and **End interview** are always there. * If the connection drops, the participant can **Rejoin** the same interview or **Start over**. "All interviewers are busy right now" comes with **Try again**. Other problems (a blocked or missing microphone, an unsupported browser, an expired link) explain themselves and offer **Retry** or **Start over**.
After the interview, the feedback question appears with a **Skip** button, then "Your interview is complete. Thank you for your time." with the **Reference ID**.
This study has closed message for a participant who arrives after the deadline

One of the screens that stop a participant from starting.

Participants cannot start when the deadline has passed ("This study has closed"), the project is full ("This study is full"), the project is **Paused** ("Interview Paused"), or the owner's wallet is too low ("Interview Unavailable"). An old or mistyped link shows "Interview link not found". ## Next steps * [Create an AI Avatar Interviewer](/ailyze-docs/collect-research-data/create-an-ai-avatar-interviewer.md) — the walkthrough these controls belong to. * [AI Avatar Interviewer Issues](/ailyze-docs/troubleshooting/ai-interviewer-issues.md) — slugs, status, balance, and participants who cannot start. * [Survey Builder Settings](/ailyze-docs/reference/settings/survey-builder.md) — the same survey editor on its own.