Create Interview Request
Creates an interview request for a contact. Upserts the contact by email if they don’t exist yet.
When a sequence_id is provided, the contact is enrolled in the sequence and Hindsight’s
scheduling agent handles outreach automatically. When only interview_type_id is provided,
the request is created and the survey link is returned without any outreach.
Copy for AI context
Copy for AI context
Overview
Use this endpoint to programmatically trigger win-loss interviews for your contacts. Two paths:- Sequence path (
sequence_id) — Hindsight enrolls the contact and Paige handles email outreach automatically. The interview type, email template, and scheduling logic are inherited from the sequence. - Link-only path (
interview_type_id) — Creates the interview request and returns a survey link. No email is sent; you control delivery.
Request Parameters
Required
You must provide eithersequence_id or interview_type_id.
Optional
Finding IDs
- Sequence IDs — Settings → Sequences in your Hindsight dashboard
- Interview type IDs — Settings → Interview Types
- Deal IDs — Use the Get Deals endpoint or find them in the dashboard URL
Contact Context
Thecontact_context field is the primary way to give Paige background on who she’s interviewing. This context is stored in the contact’s notes field and used in every interview prompt for that contact.
Pass anything relevant — role, company details, the deal they were involved in, why you’re reaching out, or any other signal that helps Paige have a more informed conversation:
Response
Rate Limits
Examples
Common Patterns
Trigger on CRM deal close
Connect Hindsight to your CRM via webhook or scheduled job to automatically send win-loss interviews whenever a deal closes. Pass the deal context so Paige has background on what was evaluated.Manual outreach with custom delivery
Useinterview_type_id (no sequence_id) to get a survey link you can embed in your own email or send via your CRM. This is useful when you want full control over messaging or timing.
Enriching contact context over time
If you call this endpoint multiple times for the same contact,contact_context overwrites the existing notes. To preserve prior context, read the contact’s current notes first and merge before sending.
Error Responses
Authorizations
API key from Hindsight dashboard
Body
Email address of the contact. Required. The contact is upserted — created if new, updated if existing.
Full name of the contact. Used to create or update the contact record.
"Jane Smith"
Unstructured context about this contact — passed to Paige as background information when conducting the interview. Can be a plain string or a JSON object; objects are serialized automatically. Stored in the contact's notes field and included in every interview prompt for this contact.
ID of the interview type to use (e.g. win-loss buyer, NPS). Required if sequence_id is not provided.
Find interview type IDs in your Hindsight dashboard under Settings → Interview Types.
"type_abc123"
ID of an outreach sequence. When provided, the contact is enrolled in the sequence and
Hindsight's scheduling agent handles email delivery automatically. The interview type is
inherited from the sequence. Required if interview_type_id is not provided.
"seq_abc123"
Hindsight deal ID to associate this interview with. The deal must belong to your organization.
"deal_xyz789"
Custom goal for this specific interview. Paige uses this as additional context when conducting the interview (e.g. "Understand why we lost to Competitor X on pricing").
"Understand why we lost this deal to Competitor X"
Response
Interview request created
ID of the created interview request.
4821
ID of the upserted contact record.
"contact_abc123"
Deal ID passed in the request, or null.
"deal_xyz789"
Direct link to the survey for this contact. Share this link manually if not using a sequence.
"https://app.usehindsight.com/survey?token=tok_xyz"
Raw token used in the survey URL.
"tok_xyz"
created — interview request created, no outreach sent (link-only path).
sent — contact enrolled in sequence, outreach queued.
created, sent "sent"
