Skip to main content
You can change any part of an Interviewer after you create it. Use Edit with AI to describe a change in plain language and let the AI fill in the form.

​
Before you begin

Only Owners can edit Interviewers.

​
Edit an Interviewer

1

Open the edit page

On the Interviewers page, click ⋯ on the Interviewer’s row, then Edit. Or click the pencil icon next to the Interviewer’s title.
The Edit Sales Development Representative page with Back to dashboard and Update buttons, and Setup progress at Step 1 of 5.

The edit page uses the same five steps as creating an Interviewer.

2

Open the step you want to change

Click a step card, such as Interview settings or Questions. The steps match creating an Interviewer.
3

Make your changes

Edit the fields directly, or use Edit with AI.
4

Save

Click Update.
If you leave with unsaved changes, you’re asked to Keep editing or Leave without saving.
The Leave without saving? dialog with the text You have unsaved changes to this interviewer and the Keep editing and Leave without saving buttons.

The dialog that protects unsaved changes.

​
Edit with AI

Edit with AI is a chat panel on the edit page. Describe a change and the AI updates the form. Nothing is saved until you click Update.
1

Describe the change

Type your request in Ask for a change, such as “Translate the whole interviewer into Spanish”, “Make the introduction warmer and shorter”, or “Turn off captions for candidates”. To speak instead, click the microphone, then click it again when you’re done.
The Edit with AI panel with the note Changes fill in the form. Click Update to save them, four example requests, and the Ask for a change box.

The Edit with AI panel before your first request.

2

Review what changed

The AI lists what it changed. Open that step to check the result.
The Edit with AI panel showing the reply I made the introduction warmer and added that the role is on the Northwind Analytics SDR team, with an Updated, Not saved yet list.

The AI's reply lists what it changed.

The Introduction Message field with a warmer greeting that mentions the Northwind Analytics SDR team.

The updated introduction message in the form.

3

Refine or undo

Send another request to adjust it, or ask the AI to undo it.
4

Save

Click Update.

​
Generate more manual questions

On the Questions step, click Generate more with AI. The AI adds new questions based on your role details. Review them, then click Update.
The Questions step of the edit page with the Add question and Generate more with AI buttons, and the Edit with AI panel on the right.

Generate more with AI on the Questions step, with the Edit with AI panel on the right.

​
Troubleshooting

You left the page without clicking Update. Make the change again and click Update.
Only Owners can edit. Ask an Owner to make the change.
Importing only works when you create an Interviewer. Edit the fields directly or use Edit with AI.