Adding participants to a Topic

On a Topic's page, Add participants gives each person their own interview in that Topic straight away. This page covers the picker and the result card you see afterwards. For setting up the Topic and its checklist first, see Running interviews.

Open the panel

Press Add participants on the Topic page (when the Topic has nobody in it yet, the empty list offers the same link). The panel has two parts:

• People and groups: for people who are already members of the workspace.
• Invite someone new: for people who are not members yet.

Press Cancel to close the panel without adding anyone.

People and groups

This is the same picker as typing @ in the message bar: the same avatars, names, the extra line that tells two people with the same name apart, and the type column.

• People: only humans are listed. Agents are never interviewed, so they do not appear.
• Group tags: groups such as All, All Users and your workspace's named groups are listed too. Picking a group adds its human members. The row shows how many people it would add (for example "5 people"). The server works out the members again when you add them, so the result always matches the group as it is at that moment.
• Already in this Topic: a person who already has an interview here is listed but greyed out as Already added. A group whose members are all here already shows Everyone is already added and cannot be picked.

Your picks appear as chips under the picker (a group chip shows how many people it adds); press a chip's × to drop it before you add.

Invite someone new

Type a name and email, for example Dana Smith <dana@example.com>. To add several people, separate them with commas or put each on its own line. Email invites are only for people who are not members yet: if you type the email of someone who is already a member, it turns into that member in the picker above instead of creating an invite.

The result card

After you add people, the participants list refreshes first, so the Participants count is already up to date, and then a summary card appears:

• Headline: what happened, for example "3 interviews created · 1 already here".
• People chips: one chip per person who got an interview, with their avatar and name. Click a chip to open that person's interview.
• Already here: people who already had an interview in the Topic are listed separately, each with their progress ring and state.
• Not a member yet: each emailed invite gets its own row with the person's name and email and a short line such as "Joins Cohort A · interview waiting". Press Details to see the full invite text, and Send invite to send it. The row then shows Invite emailed (or Invite created when no email went out).
• No email: if someone has no email, the card says so; add their email to invite them.

Close the card with the × (Dismiss) in its header.

Removing someone

In the participants list, Remove takes a person out of the Topic after you confirm. Their interview is archived, not deleted.

Reset interview on a person's row starts their interview again.