Adding a Mobile Device to a Desktop Live Conversation

Live Conversation is available on the following subscriptions:

Start by setting up a desktop Live Conversation with your audience. Insert in the Other requirements field information specifying the Live Conversation will be taken on a desktop, but that the user will also need to join the call via Zoom on their smartphone. 

Next, include screener questions that require contributors to do each of the following: 

• Confirm they have a smartphone and that they’re comfortable using it in addition to their desktop during the Live Conversation session.
• Acknowledge they are comfortable beginning the Live Conversation on desktop and then joining on mobile before downloading your test app/workflow during the interview.
• Download the Zoom app on their phone before the Live Conversation session. 
• Use headphones on their desktop device to prevent audio issues (e.g., echoes).

Once the contributor(s) has successfully screened and scheduled a session, they’ll join the conversation via desktop to start the test. Once you and the contributor are on the call, they will then be able to join by using the meeting ID and passcode on their mobile device. 

Note: The contributor must ensure they remain on the call through the desktop to prevent issues with the recording, though they can turn their camera off. 

When they access the Zoom app on their phone, the contributor needs to make sure they're not signed in to a Zoom account, and they should see the “Join Meeting” button on the home screen (as well as a “sign up” and “sign in” button). From there, they need to tap “Join Meeting,” and they can enter the meeting ID and passcode from Zoom (details on how to find these are linked here).

Note: If you join the session with note taking, you won't have access to the Meeting ID/Passcode. However, the contributor will still have access if they join on the desktop. This article shows how to find the Meeting ID/Passcode if that's the case.  

Best Practices

Some best practices include having contributors...

• Ask the contributor to join without audio on their mobile device when joining the call.
• Mute the microphone on their phone when on Zoom to allow the desktop to record audio if needed.
• Wear headphones connected to their desktop to prevent audio echoes. 
• Access the microphone from their desktop. 

Once contributors have joined from their smartphone, provide them the link to download the app or instruct them to do so while they’re testing the workflow. The contributor can also screen-share from their mobile device, and you can ask them to perform the tasks as needed.

Note: If you join the session with note taking, you won't have access to the Meeting ID/Passcode. However, the contributor will still have access if they join on the desktop. 

Please provide any feedback you have on this article. Your feedback will be used to improve the article and should take no more than 5 minutes to complete. Article evaluations will remain completely confidential unless you request a follow-up.