Join a Live Conversation

Use these steps to join a Live Conversation

This article applies to: ut logo tiny.pngUserTesting 

Live Conversation is available on the following subscriptions:

Flex plan Seat-based plan
Essentials Startup
Advanced Professional
Ultimate Premium


On this page:



Join a session

  • Moderators and colleagues will receive an email confirmation of the scheduled interview and a reminder email leading up to the interview.
  • On the day of the Live Conversation, moderators will see a button on the UserTesting dashboard 15 minutes before the scheduled interview time.
  • Anyone logged into the account can start the Live Conversation session and become the moderator.
  • The hidden observers live stream will start when the moderator joins the session.
  • Screen sharing on Safari is not currently supported on Zoom.

Please visit our article on troubleshooting with Zoom if you encounter any obstacles.



Join with Note taking

  • Live Conversation sessions are conducted over Zoom.
  • You can download Zoom to your desktop or use the web/browser version.
  • If you're a moderator and are using a Chrome or Edge browser, you will have two options: 
    • Join  
    • Join with note taking. (Note that if you're a colleague, you will only have the option to Join.)
  • Moderators and colleagues can take notes, and notes are visible to any team member attending the session (but are not visible to the contributor). 


  • Please be aware that if you enable the note-taking function for the session, you won't be able to give the contributor mouse control to show you how they would interact with an experience.
  • Colleagues who join the sessions must be logged in to their UserTesting accounts to have the note-taking feature available.



Join by telephone

Using a traditional telephone, you can join the Zoom session via teleconferencing/audio conferencing.

Use this when: 

  • You don't have a microphone or speaker on your PC/Mac.
  • You don't have a smartphone (iOS or Android) while on the road.
  • You can't connect to a network for video and VoIP (computer audio).



Inviting colleagues

  • Once the moderator joins the Live Conversation, any colleagues can then join the session. 
  • The option to invite colleagues is available for any scheduled session. 
  • Once a session has been confirmed, you can add additional team members as colleagues. 
  • Colleagues will default to appearing as a "black box" with the option to turn on their camera.

Option 1

  1. Select Invite colleagues from the Actions menu
  2. Copy the invite link
  3. Send the invite link to your colleagues 


Option 2

  1. Select the "^" symbol on the Participants button in your Zoom meeting
  2. Copy invite link
  3. Send the invite link to your colleagues 


  • If you don't want multiple colleagues to appear during a live session (to prevent the test contributor from feeling uncomfortable), they can log in on a single device and then broadcast the session in a conference room for additional team members to view.
  • Only one colleague's black box will be displayed in this setup during the live session.

Note: To ensure contributors are who they say they are, ask them to describe their most recent related experience at the beginning of the test. 



Hidden observers

  • You have the option to invite colleagues as "hidden observers."
  • Hidden observers will be able to watch the interview as a live stream, but they won't be visible to those in the interview, nor can they interact with anyone in the session.
  • The stream will end if there are no participants left in the Zoom meeting.
  • If you need to rejoin the Zoom meeting, make sure there's at least one participant in it to keep the stream active for your hidden observers. 


To add a hidden observer, follow these steps: 

  1. During setup, select Anyone with link and toggle on Stream interview sessions.
    Note: After a Live Conversation has been launched, you can edit to add hidden observers.
  2. Next, choose your role as Hidden observer.
    Screen Shot 2023-10-02 at 3.02.24 PM (1).png
    Note: If you're using hidden observers, the stream will start when the moderator joins the session.



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