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How do I schedule a Live Conversation?

Panel Quality Team
Updated

A Live Conversation is an exciting opportunity to connect with customers on a live call and share your direct feedback with them.

Here’s how to get started: 

  1. Look for a Live Conversation test invite under your Available tests.

    The UserTesting participant dashboard displaying the Available tests section. The first test is a Task based opportunity offering $8, highlighted with a message indicating a match and a blue Participate now button. The second test is a Live Conversation offering $60, with a prompt to check if the user qualifies. Both tests include a close icon in the top right of their respective cards. Navigation options for Home and Profile are visible at the top of the page.
  2. Click Check if you qualify, and take a moment to review important details about the test.

    The UserTesting participant dashboard displays details for a Live Conversation test offering $60. The left side lists test information, including a duration of 60 minutes, requirements for a Mac or Windows computer, face and voice recording, screen sharing, confidentiality terms, and availability dates from July 4 to July 20. A Check availability link and a Copy Study ID button are provided. The right side confirms that the user qualifies for the test, with an illustration of a cheerful person surrounded by confetti. Two buttons are displayed: Decline and Continue.
  3. Answer any screener questions. These questions may appear directly in the test details window or open in a new tab.

    The UserTesting participant dashboard displays details for a live conversation test offering $60. The left side provides information about the test, including a duration of 60 minutes, requirements for a Mac or Windows computer, face and voice recording, screen sharing, and confidentiality terms. A Copy Study ID button is available for support. The right side shows a screener question asking which cloud storage applications the user currently uses, with options like Google Drive, Dropbox, Microsoft OneDrive, and others. A progress indicator shows this is question 1 of 5, with a Decline button and a Next button at the bottom.A UserTesting participant dashboard page displaying a screener question. The question asks if the user is interested in answering a few brief questions to determine eligibility for a study. Two options are available: Yes and No, presented as radio buttons. Below the options, a blue Next button allows the user to proceed.
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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 Live Conversation.

    Choose a time slot that suits your schedule. Pick a day when you're confident you can show up on time and share your feedback without feeling rushed. 

A scheduling interface. The left side displays a calendar for May 2023, with May 10 selected and highlighted. The right side shows available time slots for Wednesday, May 10, including options such as 4:00 PM to 4:30 PM and 5:30 PM to 6:00 PM. Below the selection, a Next button is displayed but appears inactive.

  1. Provide your contact information so you can receive email and SMS reminders about your scheduled session.

    A confirmation form for finalizing session details. The left side collects user information, including first name, last name, email, and mobile phone number, with fields prefilled as examples. Two checkboxes below indicate consent for data use under UserZoom's Privacy Policy and agreement to receive text messages related to the session. The right side displays session details, including the date, Wednesday, May 10, 2023, and time, 4:00 PM to 4:30 PM (UTC+02:00 Europe/Madrid). A blue Continue button is provided at the bottom to proceed.
  2. To confirm your device, enter the verification code you received by text.

    An SMS confirmation screen. The page informs the user that a text message with a verification code has been sent. Below, six empty fields are provided for entering the code. A message at the bottom indicates the user can request a new code after 24 seconds.
  1. Check your inbox for the session confirmation email, and click the Confirm session button.

    A UserTesting email prompting the recipient to confirm their session. The header reads Confirm your session. The message thanks the participant for their interest in a 60-minute live conversation and shows the selected date and time: Monday, June 12th, from 10:00 to 11:00 AM (GMT +01:00 Europe Standard Time). Below, the email instructs the user to confirm their session on the same device and Wi-Fi connection they will use. A blue Confirm session button is prominently displayed. Contact links for support and a footer with terms and privacy policy information are included.
  2. Click Finish confirmation to start the system check. Don't worry, we'll guide you through it step by step.

     A confirmation page with a message stating that the user is only a few steps away from completing the process. The page prompts the user to perform a quick system check to ensure their device and internet connection are ready for the session. It advises continuing on the same device and internet connection that will be used during the session. A blue Finish confirmation button is displayed at the bottom. The page includes a small illustration of rockets and arrows to emphasize progress
  1. Click Begin.

    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.
  2. Click OK to start the microphone check.

    A microphone check page. The page informs the user that microphone access is required to speak during the session and that a permission request will appear upon clicking OK. Two buttons are displayed: No, thanks and OK. An icon of a microphone is positioned above the text.
  3. Select the microphone you’d like to test. Please choose the device you plan to use on the day of your Live Conversation. When you’re ready to continue, click Next.

    A microphone selection screen. The page prompts the user to select the microphone they want to use from a list of options. The first option is selected by default. A blue Next button is displayed at the bottom to proceed. An icon of a microphone is positioned above the text.
  4. Read the prompt on the screen to make sure your mic can pick up your audio. Once your audio is detected, continue to the camera check.

    A microphone testing page. The page prompts the user to say the phrase, Microphone check, out loud. A visual indicator with dots is displayed above the text, likely representing sound levels or activity during the test.

    A confirmation screen indicating the microphone is working. The message reads, Great, we can hear you, with a visual indicator of sound activity above the text. A blue Next button is displayed below to proceed.
  5. Click OK to start the camera check.

    A camera check page. The page explains that camera access allows for a better conversation and prompts the user to grant permission by clicking OK. A note assures the user that they will not be recorded and that this check only confirms the camera is working. Two buttons are displayed: No, thanks and OK. An icon of a camera is positioned above the text.
  6. Confirm you can see yourself on the screen, and then click Next.

    A camera testing screen. The page displays a live camera feed showing the user to ensure the camera is functioning properly. Below the feed, the message informs the user that the camera might be used during the session to record reactions, with an assurance that they will be notified before any recording begins. A blue Next button is displayed at the bottom to proceed.
  7. Click Check my connection to run a quick Internet speed test. A reliable internet connection is key for a successful Live Conversation. Then click Next to complete the system check.

    An internet connection check page. The page informs the user that a 20-second test will be run on their internet connection, described as a speed test with no recording involved. An illustration of a computer with a Wi-Fi signal is positioned above the text. Below, a blue Check my connection button allows the user to begin the test.

    An internet connection check progress screen. The page shows a message stating, Checking your connection, with a progress bar below displaying the status as Connecting. An illustration of a computer with a Wi-Fi signal is displayed above the text.

    An internet connection confirmation page. The message states, Excellent connection, and assures the user that their session should run smoothly. It provides tips for maintaining a good connection, including staying on a strong connection, being close to the Wi-Fi router, and closing unnecessary applications. A blue Next button is displayed below, along with a link to show connection details. An illustration of a computer with a checkmark and Wi-Fi signal is shown above the text.
  1. Your Live Conversation is confirmed! You can review the details for your upcoming interview here or check your inbox for the confirmation email. You can also keep track of your scheduled Live Conversations under the Upcoming sessions section on your dashboard. 

A confirmation page. The message thanks the user and confirms their session, noting that their spot is reserved. Session details are displayed, including the date and time. Below the details, the page mentions that the session details will also be sent via email and that the user can close the page at any time. An illustration of an envelope with a notification badge is positioned above the text.

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