Quick Start Guide: Live Conversation (New Experience)

This article applies to: UserTesting 

On this page:

• Path 1: Recruiting from UserTesting Network
• Path 2: Your Own Participants, Unscheduled Sessions
• Path 3: Your Own Participants, Scheduled Sessions
• Path 4: Your Own Participants, Scheduled Sessions with Screeners
• Quick reference: Choose the right path

Path 1: Recruiting from UserTesting Network

Use this path when you want UserTesting to recruit and schedule participants for you.

Before launch

Create your Live Conversation

• From your dashboard, click Create test > Live Conversation
• Enter a test name, select a device, and choose a language 

Set up your audience

• Go to the Audience tab and click Add
• Select UserTesting Network 
• Define your target criteria, number of participants, and optional screener questions 
• Set confidentiality terms

Add availability (required)

• Go to the Scheduler tab 
• Click + Add availability or drag time blocks on the calendar 
• Set your time zone, session length, buffer time, and advanced options 

Review and launch

• Click Review, then Launch & get links 
• A warning appears if more availability is needed
   

After launch

Monitor bookings

• Booked sessions appear on the Scheduler tab 
• You’ll receive email notifications as participants book sessions 
• Use the Monitor tab to track participant progress (qualification, booked, completed) 
• Look for drop-off points to see where participants leave the flow

Share your Team link

• Copy your Team link from the Monitor tab 
• Share it with co-moderators and observers 

Join your session

• Join from the booking email, calendar invite, Scheduler tab, or Team link 
• Select your role (Moderator, Co-moderator, or Observer) and enter your display name 
• The Join session button becomes active when the session start time is reached and the participant is in the lobby 

Review results

• Go to the Results tab to view recordings, AI summaries, clips, and transcripts 
• Use the Actions menu (...) to share, download, or export session data

Links for this path

Team link

• For you (moderator), co-moderators, and observers. 
• Access it from the session booked email, the calendar invite, the Scheduler tab, or the Monitor tab.

➡️ Tip: The more time slots you add, the faster participants can book. You will receive an email confirmation each time a participant books a session, and a reminder email 1 hour before your first session on the day.

Path 2: Invite your own participants (unscheduled)

Use this path when you schedule sessions outside UserTesting and run them on demand.

Before launch

Create your Live Conversation

• From your dashboard, click Create test > Live Conversation 
• Enter a test name, select a device, and choose a language

Set up your audience

• Go to the Audience tab and click Add
• Select Invite via link (your own participants) 
• Set the number of participants 
• Do not add screener questions (use Path 4 if needed) 

Set session length 

• Go to the Scheduler tab 
• Do not add availability time blocks
• Use the Session controls panel to set your session length

Review and launch

• Click Review, then Launch & get links

After launch

Get your session links

• Go to the Monitor tab and click Run an unscheduled session 
• Copy the participant link and share it with your participant 
• Copy the Team link to share with co-moderators and observers

Start a session

• From the modal, click Start session

Join your session

• Use the Team link to enter the lobby 
• Select your role (Moderator, Co-moderator, or Observer) and enter your display name 
• The Join session button becomes active when the participant enters the lobby

Review results

• Go to the Results tab to view recordings, AI summaries, clips, and transcripts

Links for this path

Participant link

• Found in the unscheduled session modal (Monitor tab > Run an unscheduled session)
• Share with your participant to take them directly to the session lobby

Team link

• Used by moderators, co-moderators, and observers
• Available in the unscheduled session modal on the Monitor tab

➡️ Note: Unscheduled sessions are only available when inviting your own participants via link

Path 3: Invite your own participants (scheduled)

Use this path when participants choose a time from your availability.

Before launch

Create your Live Conversation

• From your dashboard, click Create test > Live Conversation
• Enter a test name, select a device, and choose a language

Set up your audience

• Go to the Audience tab and click Add
• Select Invite via link (your own participants)
• Set the number of participants
• Do not add screener questions (use Path 4 if needed)

Add availability

• Go to the Scheduler tab
• Click + Add availability or drag time blocks
• Set your time zone, session length, buffer time, and advanced options

After launch

Share the participant link

• Go to the Monitor tab and click Get links
• Copy the participant link and share it with your participants
• Participants use it to select a time from your availability

Monitor bookings

• Booked sessions appear on the Scheduler tab
• You’ll receive email notifications as participants book sessions
• Use the Monitor tab to track participant progress and identify drop-off points

Join your session

• Join from the booking email, calendar invite, Scheduler tab, or Team link
• Select your role and enter your display name
• The Join session button becomes active when the session start time is reached and the participant is in the lobby

Review results

• Go to the Results tab to view recordings, AI summaries, clips, and transcripts

Links for this path

Participant link

• Share with your participants
• Used to select a time from your availability

Team link

• Used by moderators, co-moderators, and observers
• Available in booking emails, calendar invites, Scheduler tab, and Monitor tab

➡️ Note: If you want participants to schedule their own time and complete screener questions, use Path 4 instead.

Path 4: Invite your own participants (scheduled with screeners)

Use this path when you want participants to qualify before booking a session.

Before launch

Create your Live Conversation

• From your dashboard, click Create test > Live Conversation
• Enter a test name, select a device, and choose a language

Set up your audience

• Go to the Audience tab and click Add
• Select Invite via link (your own participants)
• Set the number of participants
• Add screener questions and set confidentiality terms

Add availability (required)

• Go to the Scheduler tab
• Click + Add availability or drag time blocks
• Set your time zone, session length, buffer time, and advanced options

Review and launch

• Click Review, then Launch & get links

After launch

Share the participant link

• Go to the Monitor tab and click Get links
• Copy the participant link and share it with your participants
• Participants complete screener questions before selecting a time
• Qualified participants can select a time from your availability

Monitor bookings

• Booked sessions appear on the Scheduler tab
• You’ll receive email notifications as participants book sessions
• Use the Monitor tab to track participant progress and identify drop-off points

Join your session

• Join from the booking email, calendar invite, Scheduler tab, or Team link
• Select your role and enter your display name
• The Join session button becomes active when the session start time is reached and the participant is in the lobby

Review results

• Go to the Results tab to view recordings, AI summaries, clips, and transcripts

Links for this path

Participant link

• Share with your participants
• Participants complete screeners, then select a time if they qualify

Team link

• Used by moderators, co-moderators, and observers
• Available in booking emails, calendar invites, Scheduler tab, and Monitor tab

➡️ Tip: Use screeners to qualify participants before they book time slots

Quick reference: Choose the right path

Use this table to quickly choose the right setup for your test

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