Competency-based interview template
In a competency-based interview you ask for real examples of how someone acted in specific situations. This template follows the sections of Echo’s built-in “Interview” type, so for each candidate you have the essentials in their own words. The decision always rests with the hiring team.
When to use it
- Hiring interviews with questions about past experience.
- Processes with several candidates you want to compare using the same script.
- When several people interview and not all of them can be there.
The template
- 1
Who they are
Who the interviewee is and their background (career, current role, what they’re looking for), based on what they say in the interview.
- 2
Topics
The competencies and topics discussed, in order: for example, teamwork, problem solving or leadership.
- 3
Key quotes
The candidate’s words, in quotation marks and with the minute, especially the concrete examples they give (the situation, what they did and how it turned out).
- 4
Conclusions
The main points the interview leaves. The assessment and the decision belong to the hiring team, not to the AI.
To get it right
- Prepare the same questions for every candidate so you can compare them.
- Ask for concrete examples and follow up: what happened, what you did and how it ended.
- Say that you’re recording, explain why and ask for their consent before you start.
- Check quotes against the recording before using them to decide.
With Echo, without writing it
- 1
Before you record
On the Live or Record screen, choose “Interview” under “Type of analysis” before you start.
- 2
For what you upload
In Settings, AI analysis, you can set “Interview” as your “Template for your uploads”, or create a rule in Automations with “Has in its title” (for example, “interview, candidate”) and “Analyse it as”.
- 3
In a meeting that’s already transcribed
Open the Summary tab, choose “Interview” under “Type of analysis” and click “Generate”. If you then correct the text or add names, “Regenerate” takes it into account.
Frequently asked questions
Does Echo score or reject candidates?
No. The “Interview” type summarises and pulls out quotes with the minute; it doesn’t assess anyone. The decision is always the hiring team’s.
Can I check every interview covers the same ground?
Yes. In Analytics, with “New scorecard”, you can create a scorecard with points such as “Asks about a conflict in the team”, and Echo marks whether it’s met in each interview.
Can I create my own interview template?
Yes. In Settings, AI analysis, click “New template” and add a section per competency, up to 12, each as a list or a paragraph.
Other templates
- Board meeting minutesDetails, attendance, resolutions and votes, in order.
- Leadership team meetingKey figures, decisions, risks and owners.
- One-to-one meetingProgress, blockers, feedback and development.
- Weekly team meetingWhat got done, priorities, blockers and tasks.
- Project status meetingStatus, milestones, risks, changes and next steps.
- RetrospectiveWhat went well, what didn’t and what we change.
- Sales callNeeds, objections, budget and next steps.Built into Echo
- Client meetingWhat they ask for, what’s agreed and what’s open.
- Medical consultationReason, symptoms, history, examination and plan.Built into Echo
- Press conferenceAnnouncement, figures, questions and timed quotes.
- Lecture or trainingSummary, key concepts, examples and review.Built into Echo
- Council plenary sessionAttendance, debate, votes and resolutions per item.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.


