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.
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. There is an auto-generated unique password for each Observer Room to ensure security.
Download: Select the three dots ... and 'Download' to download the recording.
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.