Expert interviews that preserve what was actually said

Expert Interview & Knowledge Capture

Capture the expert's knowledge in their own words, with clear approval for what can be used.

Important expertise often lives in conversation rather than documentation. We capture it in an interview, organize it into a transcript and claim map, and return only the quotable material the expert has reviewed and approved.

You walk away with a reviewed transcript, an approved claim and quotation set, and clear reuse permissions a writer can work from without booking another interview.

Plan a focused expert interview
An interviewer organizing an expert conversation into a transcript and approved claim map

Some of the 500+ brands we've worked with

See all references
  • İyzico
  • Akakçe
  • İstanbul Gedik Üniversitesi
  • Hotiç
  • Jumbo
  • Armut.com
  • Turna.com

How we run it

How a conversation becomes approved source material

We move from a focused conversation to approved, reusable source material while keeping the expert's meaning and limits intact.

  1. Identify the questions that require this expert

    We define the knowledge gap and focus on questions that general research cannot answer, giving the interview a clear purpose from the start.

    A scoped set of interview objectives and consent conditions.

    AI assist
    Agents can gather what is already documented on the topic so the interview does not spend time on answers you already have. Which questions genuinely require this expert is decided before the session.
    Human gate
    Before anything is scheduled, the researcher confirms that the questions justify the expert’s time.

  2. Prepare follow-ups that uncover useful detail

    The guide asks about decisions, examples, exceptions, and uncertainty so the interview captures more than the expert's first, obvious answer.

    A source-aware interview guide built around this expert's actual domain.

    AI assist
    Agents can prepare branching follow-ups for the answers that are likely to be thin. Hearing where the useful detail actually is happens live, and the interviewer follows it.
    Human gate
    The researcher chooses follow-up questions that genuinely probe for exceptions.

  3. Conduct the interview and mark what needs review

    With consent recorded, we lead the conversation and produce a transcript that marks claims, anecdotes, sensitive passages, and points requiring follow-up.

    A full transcript with claims and quotable moments marked.

    AI assist
    Transcription and first-pass claim tagging can move quickly with agents. Sensitive passages and the line between opinion and fact still require a person.
    Human gate
    Before the transcript is shared, a person identifies sensitive material and removes it from view.

  4. Turn the transcript into a claim map for approval

    We trace each substantive claim to the transcript. The expert then reviews its meaning, attribution, and publication status, including anything that should remain off the record.

    An approved claim map with quotable excerpts and clear reuse permissions.

    AI assist
    Agents can turn the transcript into a claim map with candidate quotations and flag anything ambiguous. Which claims are publishable is settled by the expert, not by the map.
    Human gate
    The expert is the only one who can approve what gets quoted and what stays off the record.

  5. Organize the approved material for future writers

    We arrange approved excerpts and claims by topic so writers can use them in articles, reports, or scripts without repeating the interview.

    A knowledge dossier ready to feed multiple downstream pieces.

    AI assist
    Agents can organise the approved material by topic and attach the permission status to each item. Whether a writer can work from it without another interview is checked by asking one to try.
    Human gate
    A writer should not have to guess, so the researcher determines how the dossier is organized.

The transcript is a starting point for approval

Agents can produce a transcript and flag passages that may contain claims, anecdotes, or useful quotations. Meaning and publication permission remain with people. A Zeo interviewer leads the conversation, and the expert reviews every attributed claim and quote, including anything ambiguous or off the record, before the material can be used.

What you get

What you receive after the expert review

Every deliverable traces back to a conversation the expert has reviewed and cleared for use.

  • an interview transcript with highlighted quotes

    A reviewed interview transcript

    A complete transcript with consent recorded and any sensitive or off-record passages clearly identified.

  • a ledger of link entries

    An approved claim map and quotation set

    Topic-by-topic claims and excerpts, each tied to the expert's words and marked with its approved attribution.

  • a governance charter document

    Clear reuse permissions and unresolved questions

    A practical record of where each passage may appear and which points still need clarification.

We call it done when: the expert has reviewed and approved every claim and quote attributed to them, and the dossier is organized enough that a writer can use it without another interview.

Who it fits

An interview is the best source

Use this method when the useful knowledge lives in a particular person's experience or judgment. If a generalist could find the same answer through ordinary research, you don't need it.

A good fit when

  • An executive or specialist has relevant experience or judgment that has never been documented clearly.
  • Your content needs attributable insight that desk research and general summaries cannot provide.
  • An inaccurate paraphrase would change the meaning of a specific claim, so the expert's own words and approval have to travel with the material.

Better handled as other work when

  • The request calls for plausible expert commentary without an expert, so an accountable source has to be found before knowledge capture begins.
  • The expert will not review the transcript or decide what may be quoted, so the material cannot carry a reliable permission state into publication.
  • The goal is dozens of lightweight quotations, so the expert's time would be spread thin instead of spent on one reusable conversation.

People who write and ship this content

Some of these consultants write the pages themselves. Others plan distribution or check how a piece performs once it's live, so the team below covers more than one stage of the work.

Tools we use

Tools behind this work

  • Otter.ai

    records the interview with speaker labels and searchable, timestamped text

  • Airtable

    the claim map: one row per statement, tagged fact or opinion, approval status attached

  • Notion

    the approved-material library future writers actually draw from

Start the work

Give an undocumented expert view a usable record

Name the person who holds the knowledge and the questions your team needs answered. We run the interview, secure the expert’s approval, and organize the source material for writers.
Discuss an expert interview with us
Two people shaking hands on the start of the work

Before we start

Frequently Asked Questions

Most interviews take between 45 minutes and an hour and a half, depending on the scope. We prioritize a few useful lines of inquiry over rushing through every possible question.