This guide provides information for researchers on the Live Meeting Room. You will be introduced to the chat feature and learn how to interact with the on-screen discussion guide. Also included are instructions on how to call for help during a live discussion and how to allow entry for your Observers.
The Virtual Meeting Room
Here's a view of the standard Live Meeting Room. Features may vary depending on your project settings & interview materials.
Figure 1, above, contains the standard meeting controls for a moderator. Participants and observers have fewer controls; everyone can control their own audio and video sources.
As a moderator, you will see your own video stream small and to the right of the screen. Your respondent(s) will appear larger on the left of the screen.
Participant list & respondent details
Moderators have access to a participant list (1) to view who is connected in the meeting room and admit respondents. As a best practice, click your own name in the participant list to open a modal with your technical details; you can also control your microphone & camera from the bottom left. If adjustments are needed, a settings cog (2) is available. If you wish to share meeting room links with team members, the unique links are in the bottom left of your screen (10). If respondent profile details were added to the project, a respondent info (3) button will appear next to the participant list; PII is hidden according to project settings and profile details is visible to moderators and observers.
Pre-admit readiness visibility is provided in the Participants List. Above the in-room roster, you’ll see Respondents Joining Waiting Room. For each Respondent, you can see their current step in the Respondent Readiness Guide, completed checks (for camera, microphone, speakers, and internet), and an internet strength indicator. From each row, you can start Private Chat, bring the Respondent into the Room, or dismiss the Respondent. This gives Moderators full visibility into readiness prior to admitting a Respondent, with live progress updates.
Click here to navigate to the interactive demo
Changing Respondent Display Names from Inside the Meeting Room
Moderators now have the ability to edit the display names of respondents directly within the meeting room. This is useful for protecting privacy (e.g., changing "John Smith" to "John S." or "Respondent 1") without requiring the participant to leave or change their own settings.
How to update a name:
Open the Participants List (click the People/Participants icon in the bottom toolbar).
Locate the respondent's name in the list.
Click on the name (or the "More" / "Edit" icon next to it) to open the edit field.
Type the new desired name or initials.
Press Enter or click Save. The respondent's page will refresh immediately after the change, and they'll be able to participate normally.
Stimuli & Screenshare
Before the discussion begins, if you need to review any preloaded research stimuli or test the screenshare function, the share media button (4) is available to you. Note that everyone in the meeting room can see media being shared.
Support Options and Recording
Recording
Regardless of the support type, the session must be recorded for transcripts and playback to be generated.
In Session Support, the moderator needs to turn on the recording.
In Legacy Support, the support agent will start the recording once the session setup is complete.
Meeting Room Chat
During your discussion, the chat panel (5) is available to you for communication with respondents, observers & translators if available.
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- The Public chat is visible to every user in the meeting room and can be used to interact with respondents and to broadcast messages
- The Backroom chat is visible to Moderators, Support, Observers, and Translators. This is a place to discuss how the discussion is going, invite collaboration from team members, and solicit help from a customer support representative.
You can also privately chat with users in the room by clicking the "+ Private Chat" button. These messages will only be seen by users in this chat.
You can change your language using the Language dropdown, and any messages you receive will be instantly translated into your selected language.
Discussion Guide & Polls
For moderators who integrated their research discussion guide, the questions will appear below the chat icon (5), it is visible to moderators and observers by default. Visibility can be restricted from the project settings.
If a poll question was added to the project, it will also appear in the below the chat panel (5)
Save Moment
To bookmark important moment from the discussion, researchers & observers can click on Save Moment (8) this helps later for analysis and quickly sift through the recording after your session has ended. This button will also automatically-generated video clip of that moment.
Setting Gear
At any point during the conversation, you can change and control your audio/video devices with the gear (2) icon. The button is located on the bottom right-hand side of your screen.
When open, the Settings page lets you change/choose your audio and video devices for use in the meeting room. You can turn off your Saved Moments tagging option and adjust the video stream quality. Adjust your background to apply blurring.
If you prefer, you can join the session by phone audio. Click the phone icon on the audio settings and choose to have the system call you, or choose from our list of toll-free dial-in numbers. We recommend letting us call you. When the call connects, you will be prompted to enter the unique PIN code provided in the bottom right of the screen.
Finally, to leave or end the session, click the red X button (9) in the top right. Moderators will be prompted to choose between leaving the meeting and ending the discussion for all participants.