Join a Live Conversation

August 16, 2024 14:09

Use these steps to join a Live Conversation.

This article applies to: ut logo tiny.png UserTesting

Live Conversation is available on the following subscriptions:

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.

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).

Notes

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.

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

Use this when:

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

Option 2

💡Tip

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.

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:

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.
Next, choose your role as Hidden observer.

Note: If you're using hidden observers, the stream will start when the moderator joins the session.


Want to learn more? Check out these Knowledge Base articles... Live Conversation: Overview Best practices for taking notes during a Live Conversation session	Interested in growing your skills? Check out our University courses... Introduction to Live Conversation Live Conversation best practices

Need hands-on training? Find a live, virtual class that fits your needs. Enroll in one of our UserTesting certification programs.	Can't find your answer? Check out the Community forums. Reach out to Support or our Professional Services team.