Glossary
Blueprint fields
Structured form slots the Insight agent collects during conversation — ratings, choices, text, uploads, and more.
Blueprint fields are the structured layer inside an Insight interview. While participants talk naturally, the agent collects required slots — text, options, multi-select, rating, yes/no, number, date, file upload — in the order you define. Conversation supplies context; fields supply charts.
Per-field settings control when to ask and how deep to follow up. That keeps compliance and charting intact without forcing a static form UX on every turn. You can require a CSAT score early, then let the agent probe the reason before moving on.
After sessions complete, blueprint answers appear in forms aggregate views alongside qualitative notes — so you do not trade depth for structured data. Exports and cohort compares can use the same field definitions across waves.
Define blueprint fields whenever stakeholders expect dashboards, SLAs, or funnel metrics from qualitative work. Skip heavy blueprints only for pure discovery waves where the only goal is themes and quotes — and even then a few light fields often help segmentation.
Blueprint fields are not a separate survey bolted on after chat. They are collected by the Insight agent during the AI-moderated interview. Session shape affects how much probing happens around each field; the analysis hub is where aggregates and notes meet.
When it matters
- Leadership expects scorecards and open-ended themes from one program.
- You need consistent field definitions across CRM segments and time periods.
- Compliance or ops requires specific closed answers, not only free text.
- You want selectable UI mid-chat instead of typing every structured answer.
Common mistakes
- Defining dozens of mandatory fields and killing conversational flow.
- Using free-text for every metric that should be a rating or choice.
- Changing field definitions mid-program without planning how history compares.
Frequently asked questions
- Do blueprint fields make the session feel like a form?
- They can if overused. Keep required closed fields focused; let the agent gather explanation through dialogue and optional follow-ups.
- Which field types are supported?
- Typical slots include text, single/multi options, rating, yes/no, number, date, and file upload — configured in the study blueprint.
- Where do field answers show up?
- In the analysis hub’s form aggregates and session detail, next to AI notes, themes, and quotes from the same interview.
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