Keep track of valuable user feedback and conversations by recording interviews with Rally's Observer Rooms feature so you can review, share, or download the recordings.
Enable an Observer Room during the setup of any Interview Study to enable the "Notetaker" to join the interview and record.
Set Up Observer Rooms to Record Interviews
Observer Rooms can be enabled for any Interview Study that uses Zoom, Google Meet, or Microsoft Teams. Enable Observer Rooms by following the steps below from the Studies page.
Navigate to the 'Scheduling' section while editing a new Interview Study.
From the sidebar, select 'Event Setup'.
Ensure you have selected Zoom, Google Meet, or Microsoft Teams as the interview Location to enable Observer Rooms.
From the sidebar, select 'Observer Room'.
Enable Observer Rooms
Toggle on the Observer Room to continue with setup.
No additional setup steps are required. If you'd like to invite teammates or stakeholders to watch the interview live, learn more about Observer Rooms.
Complete all Study setup steps and publish the Study.
💡 The Interview Host must admit the Notetaker before the interview starts to enable recording. See the steps below.
Admit the Notetaker to Allow Recording
As the interview host, you'll ensure your interview is recorded by admitting the recording bot. We suggest joining your interview meeting before the start time to confirm you are all set. 5 minutes before each interview starts, a recording bot (automatically set to "Notetaker") will request to join the interview. It must be admitted by the host of the interview. The Notetaker automatically records the interview once admitted - no need to record the interview manually.
If you want to record & livestream with an Observer Room and also record with Zoom simultaneously for any reason, you can enable recording permissions for both!
Delay Observer Room Livestreaming and Recording
Some customers need to begin a participant interview without starting recording in order to confirm their consent to being recorded, or may wish to conduct certain elements of the interview before allowing the Observer Room's "Notetaker" bot to begin livestreaming and recording the call.
Delay Observer Room livestreaming and recording for Zoom meeting interviews by enabling the "Waiting Room" setting in Zoom. This setting will apply for all Zoom meetings created from your account by default, not just for Rally meetings.
From your web browser, login to your Zoom account.
Navigate to your Personal Settings and select the "Meetings" tab or go to https://zoom.us/profile/setting?tab=meeting
Enable the Waiting Room setting so that when any participants (including the Observer Room "Notetaker" bot) join a meeting, they are placed in a waiting room and require the host to admit them individually.
Now, as the host joining any Rally interviews with Observer Rooms enabled, the "Notetaker" bot will sit in the waiting room until you are ready to admit it.
When you're ready to record, "Admit" the Notetaker. You will then receive a prompt to "Allow Recording" to begin recording the session and livestreaming to the Observer Room.
🚨 Note that enabling Waiting Rooms for Zoom will require you as the host to manually admit interview participants to the meeting as well!
View, Share, or Download the Recording
View, share, or download an Observer Room Recording easily from your Rally Study. A recording of the interview will be available after the call is complete. Team members will be able to view and share a link to the recording page at any time. Your workspace admin can configure who can download Observer Room Recordings in Settings (admins only, or admins and study teammates).
Navigate to the Studies page.
Select the relevant Study Name to open the Study Overview page.
Select 'Observer Rooms' from the sidebar.
Select the 'Past' tab at the top to view completed interviews.
On the right, next to the relevant Interview:
Watch: Select 'Watch' to view the recording.
Share: Select 'Share' and then 'Copy Link' to share this Observer Room Recording with your teammates. Make sure to also copy and share the auto-generated unique password for each Observer Room.
Download: Select the three dots ... and 'Download' to download the recording. Alternatively, select 'Watch' on a completed Observer Room to open the recording and then select the 'Download' button in the bottom right corner. If your Observer Room included multiple recordings, you can switch between them here by selecting the 'Recording 1' or 'Recording 2' tabs above the Observer Room video to choose which to download.
If you need or want to manually create a missing or additional Observer Room calendar event invite, use this share link and password to create an Observer event on your calendar to invite teammates and stakeholders.
If an interview booking does not have an Observer Room created for it, such as it was booked before you enabled Observer Rooms for the study, you can manually add an Observer Room to an existing interview booking or manually send the Observer Room bot to an interview.
View the Observer Rooms Settings to see how Super Admins can configure security settings, including who can access Observer Rooms or download recordings, and how long recordings are stored.