Interview panel.

The interview panel is the AI chat that fills the current phase, one question at a time. Open it from the message-bubble icon on the right rail.

How it works #

The assistant asks a question scoped to the current phase. You answer in plain language. As you answer, the assistant extracts structured fields and writes them into the phase's form on the left — you see the form populate live as the chat progresses.

When the assistant has captured everything it needs for a section, it moves on to the next question. There's no "next" button; pacing is conversational.

You can interrupt at any point — ask a follow-up, push back on an extraction, ask the assistant to rephrase. The chat tolerates digressions; the form only updates when something concrete lands.

What the panel shows #

• Message history — your messages on the right in primary color, assistant messages on the left with a small icon.
• Streaming caret — a blinking cursor while the assistant is generating. You can submit while it streams; the next message queues.
• Revert button — undoes the last form-write. Useful if the assistant misunderstood and the form now has the wrong content.

When the panel is unavailable #

• Locked phases — interview won't open. Unlock first (or use the amendment flow if the phase has been locked deliberately).
• System phases (P-08 Handoff, P-09 Progress) — these are fully automated; there's no interview because there's nothing for a human to say.
• Read-only access — viewers can read the phase form but can't run the interview.

What's persisted #

The extracted form fields are saved. The chat transcript is not — close the panel and the conversation history is gone. This is intentional:

• Storing every chat turn is a Convex traffic problem. (Earlier versions did, and it was expensive.)
• The form is the source of truth. Anything not in the form didn't matter.
• Re-opening the panel starts a fresh conversation against the current form state — the assistant catches up by reading what's already filled in.

If you need a record of how a value was captured, the per-field provenance markers in the audit log show whether a field was hand-typed or AI-extracted.

Picking a model #

The interview tier resolves to a tool-use-reliable model — Gemini 2.0 Flash by default. See AI & models for how to override.