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FAQ: Live Conversations on the "Surveys and more" test feed

Contributor Support
Updated

Learn how to schedule and join Live Conversations from your Surveys and more test feed.

In this article

What are Live Conversations?

Live Conversations are moderated, real-time sessions. They’re unique opportunities to talk directly with customers. Depending on the study, these sessions typically last 30, 60, 90, or 120 minutes.

During a Live Conversation, you'll:

  • Speak directly with the customer
  • Answer questions and/or complete tasks in real time
  • Share your screen if the study requires it

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Where can I find Live Conversation invites?

You can discover Live Conversation opportunities in both the Available tests feed and the Surveys and more test feed. To find Live Conversations in the Surveys and more test feed, look for invites with the Live Conversation badge.

Live Conversation badge example

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What’s different about Live Conversations on the Surveys and more test feed?

Here’s a table to help you understand what differences you can expect:

Feature Surveys and more test feed Available tests feed
Screener method In a new browser tab  Directly on your test feed
Scheduling method In a new browser tab via scheduling calendar Directly on your test feed via scheduling calendar
Join method Button in the reminder email Button on the dashboard
Zoom required? No Yes
SMS reminders Yes No
Email reminders Yes Yes
Early join window 10 minutes before start time 15 minutes before start time
Canceling 24 hours’ notice via email link 24 hours’ notice via dashboard or email link
Appears in Test history? No Yes

 

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Why are there different Live Conversation experiences?

We’re gradually updating the Live Conversation experience to bring together the best of UserTesting and IntelliZoom. Ultimately, we aim to create a more seamless experience for our participants, and we’re glad you’re part of that journey!

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Regardless of the type of Live Conversation you join, a few best practices will always help make your session successful. Though every detail might not apply to your experience, the general guidance—like being honest in screeners, showing up on time, and creating a quiet testing environment—always does.
  1. Look for a Live Conversation test invite on the Surveys and more test feed.

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  2. Click Continue.


     

  3. Answer screener questions in a new browser tab. 

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Remember to provide honest responses!
Learn more about screeners and why your answers matter.

 

 

  1. If you pass the screener, you’ll schedule your session.

    Scheduling screen showing calendar and times.

     
  2. Enter your contact information for email and SMS reminders.

    Form collecting name, email, and phone.

     
  3. Enter the verification code sent by text.

    Enter SMS verification code screen.
     
  4. Confirm your session from your inbox.

    Email with Confirm session button.

     
  5. Click Finish confirmation to begin the system check.

    Finish confirmation system check prompt.

     
  6. Click OK to start the microphone check. 

    Microphone check permission screen.

     
  7. Select the microphone you’d like to test and click Next. 

    Microphone selection screen.

     
  8. Read the on-screen prompt and say "Microphone check." When your mic is detected, click Next.

     Microphone testing prompt.Microphone success confirmation screen.

     
  9. Click OK to start the camera check. 

    Camera check permission screen.

     
  10. Confirm you can see yourself and click Next. 

    Camera preview screen.

     
  11. Click Check my connection to start the Internet test, then click Next. 

    Start Internet speed test.Checking connection progress.Excellent connection confirmation.

     
  12. Your Live Conversation is confirmed! Check your email for a confirmation message.

    Final confirmation screen with envelope illustration.

  1. On the day of your session, click the Join session button in your reminder email.
     

    You can only join your session from your reminder email.
    Please arrive 10 minutes early to check your camera, microphone, and Internet connection.


     

  2. Once you join the session, you’ll begin the system check. This is designed to ensure your microphone and camera are working and your Internet connection is strong.


    A system check page. The page instructs the user to complete a 3-minute walk-through to ensure their device and internet connection are ready for a live session. A checkbox confirms that the user is performing the check on the device and internet connection they will use to participate. Below, a blue Begin button allows the user to start the system check. An illustration of a smiling computer and mug appears above the text.A session readiness page. The message reads You are all set with a thank you note below it. A blue Join session button is displayed, inviting the user to begin the session. An illustration of rockets and arrows is positioned above the text.
     

    Tip icon.png
    The customer might join the session before or after you. Be ready to talk, follow their instructions, and appear on camera. Close any files or windows you don’t want visible in case you need to share your screen. 


    A waiting screen on the indicating that the moderator will start the session soon. The message advises the user to ensure their volume is up and they can hear the background music. Below the text, a visual representation of audio levels is displayed. An illustration of a person holding an hourglass appears above the message.

     

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I scheduled a Live Conversation. Why can't I find it on my dashboard?

Live Conversations that you schedule from the Surveys and more tab won’t appear on your dashboard.

What this means:

  • After you schedule your session, you’ll receive confirmation by email only. You won’t find reminders or notifications on your dashboard.
  • Once you complete a Live Conversation from this test feed, it will not appear in your Test History.
  • You’ll receive reminders by email and SMS.
  • Expect your payment 14 days after your session. If there’s an issue with your payment, contact Support and reference your session link (from your reminder email) or Session ID.

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