Consent and compliance

Interviewing buyers about a deal they just left is a sensitive act. The defaults are built accordingly.

The AI says it's an AI

The interviewer discloses that it is an AI in its first sentence, every time. This isn't buried at the end, and it isn't something you have to remember to switch on. In a real transcript it opens like this:

Hi <name>, thanks for taking the time. Quick heads-up before we start: I'm an AI interviewer working on behalf of <your company>, and this conversation is recorded and transcribed so the team can learn from it. We'll keep it to about 15 minutes, and we can stop at any point. Sound good?

Recording, transcription, purpose, length and an explicit out — all in the opening turn.

In practice it helps rather than hurts: buyers are often more candid with an AI than with the salesperson who just lost the deal, because there's nothing to manage.

Opting out

A buyer who doesn't want to be interviewed doesn't have to be:

• They can decline the outreach. No interview happens.
• They can answer in writing instead. The agent handles a written interview and the output lands in the same place, feeding the same battlecards and drills.
• They can ask for a human. Your team can take over at any point, and the interview continues in the same record.

What you should do on your side

Taizen handles disclosure; the rest is your program design.

• Say who's asking. Outreach should identify your company, not "a research team".
• Don't pitch. A win/loss interview that turns into a re-pitch burns the relationship and poisons the data. Keep the two motions separate.
• Check your own rules first. If your legal or privacy team has requirements about recording, about contacting closed-lost contacts, or about specific regions, get them in writing before you switch a program on.
• Be careful with ex-competitor sellers. The interview asks only about their own experience of selling and positioning, and does not ask for confidential material from a former employer. Keep your own follow-up questions inside that line.

Data handling

• SOC 2 Type II and ISO 27001 certified.
• Your data stays in your own region and is not used to train models.
• Interview transcripts are encrypted.
• You can delete any interview at any time, and deletions cascade to everything derived from it — battlecards, roleplays, coaching notes. A deleted interview doesn't survive as a quote in an artifact somewhere.

See what agents can see for how retention works across the rest of your workspace.

Internal interviews

Interviewing your own reps has its own sensitivity. Two rules keep it healthy:

• Tell reps it's happening, and why. An interview a rep discovers after the fact reads as surveillance.
• Use it to fix the system, not to build a case against a person. The useful output is where the rep's account and the buyer's account diverge — that's a gap in enablement or positioning far more often than a gap in the individual.