Interview Creation

This page describes the procedures the Coordinator and Host use to create a conversation-specific VideoAsk interview.

Process Model

Coaching at Scale Interview Creation 0.2

Procedures

1

Create VideoAsk Template

Complete VideoAsk Template Creation if this is the Host's first conversation.

2

Duplicate VideoAsk Template

Role: Coordinator

• Log in to VideoAsk.

• Open the Host's folder.

• Click the kebab icon on the upper-right of the template.

• Select Duplicate.

• Select the name of the Host's folder.

• Click the kebab icon on the upper-right of the new VideoAsk.

• Click Settings.

• Enter the Conversation ID (e.g., HSB-20250221-8S14) in the Name of videoask field.

• Click Done.

3

Edit VideoAsk Steps

Role: Coordinator

• Open the record in the Conversations table to access the Interview Script.

• Click the kebab icon on the upper-right of the VideoAsk.

• Select Edit.

• Hover over the first step and select Video.

• Edit the Overlay text as necessary.

• Click the Speech bubble icon (Edit notes).

• Enter Notes (script).

• Click the Answer tab.

• Use the Step Configuration settings.
• Click Done.

• 🔁 Repeat for each step in the sequence.

4

Add VideoAsk Close Date

Role: Coordinator

• Navigate to Settings > General > Schedule a close date.

• Enter the Interview Deadline.

5

Add a Webhook

Role: Coordinator

• Return to the Inbox.

• Click Connect to your tools.

• Click Webhooks.

• Click Connect

• Enter https://hooks.zapier.com/hooks/catch/447638/2wm3pnz/.

• Turn Event: form_response off.

• Turn Event: form_response_transcribed on.

• Click Save.

• Close (X) the page.

6

Send Recording Request

This notifies the Host that it's time to record their VideoAsk interview questions.

Role: Coordinator

• Open the Conversations table.

• Click Email Recording Request.

7

Record Interview Questions

Role: Host

• Log in to VideoAsk.

• Select the VideoAsk specified in the notification email.

• Click Build.

• Select the first step in the sequence.

• Click Video.

• Click Replace.

• Click Webcam.

• Record your video using the provided script.

• Click Done.

• 🔁 Repeat for each step in the sequence.

Notify the Coordinator when you are done recording.

8

Edit Captions

VideoAsk transcribes the Host's interview questions, but these often need to be edited before sharing the VideoAsk link with Participants.

Role: Coordinator

• Log in to VideoAsk.

• Select the VideoAsk.

• Click Build.

• Hover over the first panel and click Video.

• Click the CC icon (Edit video captions).

• Edit the captions as necessary.

• Click Save changes.

• Click Done.

• 🔁 Repeat for each step in the sequence.

9

Retrieve VideoAsk Link

Role: Coordinator

• Log in to VideoAsk.

• Select the VideoAsk.

• Click the kebab icon on the upper-right of the VideoAsk.

• Select Share.

• Click Copy.

10

Update Conversation Record

Role: Coordinator

• Open the Conversations table.

• Paste the VideoAsk Link into the conversation record.

• Edit the VideoAsk link to remove the URL parameters. For example, https://www.videoask.com/fcz7s5hh8#enrollment_id=XXXX&first_name=XXXX would be shortened to https://www.videoask.com/fcz7s5hh8).

11

Test the Interview Automation

Role: Coordinator

• Create an invitation link for the conversation.

• Click the invitation link and complete the form.

• Retrieve the Personal VideoAsk Link from the resulting record in the Conversation Participants table.

• Click the link and complete the VideoAsk interview.

• Return to the Conversation Participants table to confirm the Interview Transcript field was updated.

12

Send Interview Creation Confirmation

This email notification prompts the Host to publish or distribute conversation invitations.

Role: Coordinator

• Open the Conversations table.

• Click the Send Interview Creation Confirmation button.