Who is this article for?
🗣️ All researchers (both admins and users)
⭐ Teams on any User Interviews plan
You can now enable a recorder bot to join your 1:1 moderated research sessions (using Zoom, Google Meet, or Microsoft Teams). After your session, you’ll be able to:
- Replay video recordings in the app
- Read and search transcripts
- Download video files or transcripts
This new feature is designed to help you synthesize faster, share insights more easily, and connect the dots across interviews, participants, and projects—all while keeping your data secure within your workspace.
Watch It In Action
How It Works
Enabling AI features
Firstly, make sure AI features are enabled for your team. Admins control access to AI features from the advanced options page. Once AI features are turned on, all team members will be able to access recording and transcription within their projects.
If the toggle appears grayed out, that means you are not an admin user. Reach out to an admin to get it enabled for your team.
Requirements
- Session type: 1:1 Moderated
- Integration: Zoom, Google Meet, or Microsoft Teams
- AI functionality must be enabled by your team admin
Setup: Adding the Recorder Bot
- Go to the Scheduled tab of your project.
- Toggle on Auto-Record next to the session you'd like to record, or set all sessions to auto-record via the top Automatic session recording toggle.
- The recorder bot will join the call at the scheduled time.
Enabling Automatic session recording for all sessions will record every session by default to capture valuable insight and ensure nothing gets missed. Please ensure that the moderator is present during the session to allow the recorder to join.
💡 If you haven’t enabled auto-record in advance, the toggle will change to Start Recording just before your session starts. Toggle it on to add the recorder bot to your session.
In the Zoom, Google Meet, or Microsoft Teams window, you will be prompted to admit the recorder bot. Once admitted, a message will appear informing meeting participants that the session is being recorded.
Reviewing Recordings and Transcripts
How It Works
After your session ends and processing is complete:
- Go to the participant’s profile in your project and open the participant drawer
- Watch the video or read the transcript under the Transcript tab
- Generate a session analysis under the Session Breakdown tab to speed up the debrief process
Playback Features
- Adjust playback speed
- Skip ahead or skip back 15 seconds
- Highlighted transcript synced to video
- Speaker names labeled
- Scroll or jump to specific moments
- Search transcript for keywords
Processing is extremely fast and recordings and transcripts are available within seconds of the meeting ending.
Generating Insights: Session Breakdown
The session breakdown speeds up the research review process by categorizing key observations into topic areas based on your discussion guide. Every observation has citations and links directly to its source quote(s) from the transcript for additional review or context.
Watch It In Action
How It Works
Upload your discussion guide for the study to User Interviews. Simply copy & paste your discussion guide text and click “Generate.”
💡 Note: You’ll only need to do this once per project—all other session breakdowns will automatically be generated when a session is completed.
We’ll automatically create topic areas based on your discussion guide and organize the transcript into discreet observations based on what the participant said in the conversation.
Every observation is linked directly to its source material so you can see exactly where it comes from. Just click on the number annotation to jump directly to the spot in the transcript to get more context.
Clips
Capture and share key video moments from your recorded sessions with Clips for quick, easy reference during analysis.
Watch It In Action
How to create a clip
To create a clip, highlight text on the transcript, click “Clip”, and this will instantly create a saved clip that you can easily reference or share with your team.
You can also create clips directly from observations in the session breakdown or data grid. Since observations are always tied to participant quotes, it’s an easy way to bookmark moments that matter. Just click the citation and select “Create clip” to save it.
View all your saved clips in the Clips tab within the Research Analysis area. This brings together clips from every participant in one place for easy review.
FAQ
Who can use this feature?
Only teams with AI functionality turned on will have access. Admins can manage this setting at the organizational level.
Is this available for all sessions?
Not yet. This feature is currently available for 1:1 moderated sessions using the Zoom, Google Meet, or Microsoft Teams integrations. Webex support is coming soon.
Can I download recordings?
Yes, video recordings and transcripts can be exported.
Where are recordings stored?
Recordings and transcripts are securely stored in AWS (US) and only accessible within your project.
How do I share specific clips with my team?
Select a clip and click “Copy link to clip” from the menu. This will link to the specific participant drawer and show the transcript at the timestamp of that clip, with the text highlighted and the video ready to be played.
Tips & Best Practices
- Let participants know ahead of time that the session will be recorded.
- Use the transcript to quickly pull quotes or verify what was said.
- Share recordings with stakeholders to bring insights to life.
