​
Key Concepts Explained

Interview Grid: This is your central dashboard where all interviews for a study are displayed in a structured table format. Each row represents a single interview, and each column shows important details like creation date, status, language, duration, and participant responses. Think of it as a spreadsheet view of all your research data in one place. Interview Flagging: Conveo’s automated quality control system that identifies potential issues with interviews, including high fraud risk (based on VPN usage, time zone mismatches), profanity detection, and adverse events. These flags help you quickly identify which interviews may need closer review before including them in your analysis. Interview Transcripts: The detailed view of individual interviews that includes both the original language transcript and translated versions, complete with answer classifications (answered, partially answered, off-topic, didn’t understand) and timestamps for easy navigation and video playback.

​
Pro Tips

  • Use status filters strategically: Filter by “completed” interviews first to focus on your analysis-ready data, then review “abandoned” or “ongoing” interviews separately to understand drop-off patterns and optimize your study flow.
  • Pay attention to flagged interviews: Don’t automatically exclude flagged interviews - review them individually. Some flags (like VPN usage) might be legitimate depending on your target audience, while others (like profanity) may indicate genuine data quality issues.
  • Export strategically based on your needs: Use CSV exports for data analysis in other tools, Excel for stakeholder sharing with formatting, and transcript exports when you need the full conversational context for qualitative analysis.
  • Leverage the translation feature: Even if you speak the interview language, use the translated transcripts for consistency in your analysis workflow, especially when working with multilingual teams or creating standardized reports.

​
Quick Reference

Grid Actions:
  • Delete interview: Permanently removes from study
  • Hide interview: Temporarily excludes from analysis
  • Heart/highlight: Mark important interviews for easy identification
Export Options:
  • CSV: Raw data for analysis
  • Excel: Formatted data for sharing
  • Interview transcripts: Full conversational content
Interview Flags:
  • High fraud risk: VPN usage, time zone mismatches
  • Profanity: Inappropriate language detected
  • Adverse events: Negative experiences flagged
Answer Classifications:
  • Answered: Complete response provided
  • Partially answered: Incomplete but usable response
  • Off-topic: Response doesn’t address the question
  • Didn’t understand: Participant confusion detected

​
Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

​
Step 1: Access Your Interview Grid

  1. Navigate to your study dashboard in Conveo
  2. Click on the “Interview Grid” or “Interviews” section
  3. You’ll see a table with one row per completed or ongoing interview
  4. Each column represents different data points about the interviews

​
Step 2: Review Interview Status and Quality

  1. Check the Status column to see which interviews are:
    • Completed: Ready for analysis
    • Ongoing: Currently in progress
    • Abandoned: Started but not finished
    • Not started: Invited but never began
    • Canceled: Manually terminated
  2. Review flagged interviews in the Flags column:
    • Look for fraud risk indicators
    • Note any profanity flags
    • Check for adverse event markers
    • Decide whether to include or exclude flagged interviews

​
Step 3: Filter and Organize Your Data

  1. Use the filter options to view specific subsets of interviews
  2. Sort by creation date, duration, or other criteria as needed
  3. Heart or highlight particularly important interviews for easy identification
  4. Hide interviews you want to temporarily exclude from analysis

​
Step 4: Export Your Data

  1. For quantitative analysis: Select “Export as CSV” to get raw data
  2. For stakeholder reports: Choose “Export as Excel” for formatted data
  3. For qualitative analysis: Use “Export interview transcripts” to get full conversational content
  4. Choose your export scope (all interviews, filtered selection, etc.)

​
Step 5: Review Individual Interview Transcripts

  1. Click on any row to open the detailed transcript view
  2. Review both the original language transcript (right side) and translated version (left side)
  3. Note the answer classifications for each response
  4. Use the timestamp links to jump to specific video moments
  5. Review any facets or categories applied to responses

​
Step 6: Analyze Video Content (Optional)

  1. Click on specific transcript sections to watch corresponding video segments
  2. Use video controls to pause, rewind, or download clips
  3. Look for non-verbal cues that complement the transcript
  4. Note any visual elements that add context to responses

​
Best Practices

Before You Start:
  • Set clear criteria for what constitutes a valid interview before reviewing flags
  • Establish your quality control standards (minimum duration, completion rate, etc.)
  • Plan your export strategy based on how you’ll analyze the data
While Working:
  • Review flagged interviews individually rather than bulk-excluding them
  • Use the heart feature to mark interviews with particularly rich insights
  • Take notes on patterns you notice across multiple interviews for later analysis
Quality Control:
  • Review flagged interviews individually rather than automatically excluding them
  • Use status filters to focus on completed interviews for analysis
  • Verify that transcript translations maintain the original meaning and context
  • Cross-reference important quotes with video playback to ensure accuracy
Anything missing? Let us know at [email protected] and we’ll help you out!