---
title: "Interviews"
description: "Plan stakeholder interviews, capture notes against PCI DSS requirements, and run a Cortex-assisted analysis of what was covered."
version: "en"
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.kliper.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Interviews

**Interviews** let you plan a stakeholder session, capture notes against the PCI DSS requirements you intend to cover, and then run a **Cortex analysis** that summarizes what was confirmed, what's still a gap, and what evidence to request next.

> **Note**
>
> Interviews are **requirement-driven**, not a fixed question bank. You pick which requirements a session covers, then capture freeform notes (and a "covered" checkmark) per sub-requirement as you talk.

## Where to find Interviews

Open an assessment and select the **Interviews** tab. The tab lists every interview for that assessment as a card row showing its date, status, interviewees, and the requirements it covers. Use the search box (matches interview name, interviewee, or requirement number) and the **All / Planned / In progress / Completed** filters to narrow the list. A stat strip at the top counts total, planned, in-progress, and completed sessions.

## Creating an interview

Click **New interview** and fill in:

| Field | Notes |
|---|---|
| **Name** | A descriptive session title |
| **Scheduled date/time** | Optional — drives the date tile and the session header |
| **Interviewees** | One or more people, each with a name and role |
| **Requirements** | The top-level PCI DSS requirements (R1–R12) this session will cover |
| **Script** | Optional talking points, shown at the top of the session |

The new interview starts in **Planned** status.

## Running a session

Open an interview to enter the session view. The top bar carries the controls:

1. **Start the session**

   Click **Start Session**. The interview moves to **In Progress** and a **LIVE** badge appears in the header.
2. **Capture notes per requirement**

   The left rail lists each requirement you selected. In the center, expand a requirement to see its sub-requirements in a table. For each one you can:
- **Check it off** when the control is confirmed in the conversation
- **Type notes** in the inline textarea — notes **auto-save on blur**

   The header shows live coverage ("X/Y noted"). You can drag to reorder rows within a requirement, but that order is a live-session convenience only — **it is not saved**.
3. **Paste the transcript (optional)**

   The **Transcript / post-interview notes** section at the bottom is for pasting a meeting transcript or wrap-up notes after the call. It auto-saves on blur and is available to the Cortex analysis.
4. **Finish**

   Click **Mark Complete** to finalize (notes become read-only), or **Save & Exit** to leave it in progress and return later.

## Cortex analysis

Click **Analyze** to open the **Cortex Analysis** panel on the right. Cortex reads the interview's notes, the covered and uncovered requirements, the interviewees, and the transcript, then returns a structured summary:

| Section | What it contains |
|---|---|
| **Executive Summary** | A 2–3 sentence overview of the session |
| **Findings by Requirement** | Per requirement: what was **Covered**, what **Gaps** remain, and what **Evidence is needed** |
| **Key Evidence Gaps** | A consolidated list of missing evidence to chase |
| **Recommended Next Steps** | A numbered action list |

> **Note**
>
> Cortex draws only on the **interview's own** notes, requirements, interviewees, and transcript — it does not pull in the assessment's other answers. Re-run it any time with **Re-analyze** after you add more notes.

## Exporting a report

Click **Export** to open a printable **HTML report** in a new browser tab. It includes the session metadata (date, interviewees, status), a coverage summary, a per-requirement table with your notes, and the transcript. A banner at the top reminds you to use **File → Print** (or ⌘/Ctrl-P) and choose **Save as PDF**.

## Interview statuses

| Status | Meaning |
|---|---|
| **Planned** | Scheduled, not yet started |
| **In Progress** | Session started — notes are being captured (shows the LIVE badge) |
| **Completed** | Session finished — notes are read-only |
| **Cancelled** | The interview was cancelled |

> **Caution**
>
> A few things this view intentionally does **not** do: there is no pre-seeded question bank, there is no "import a transcript and auto-fill the answers," and reordered rows are not persisted. Your notes and the covered/uncovered state are what feed the Cortex analysis.

Source: https://docs.kliper.dev/guides/interviews/index.mdx