In-Person LiveShare is integrated into our platform, making it possible to start recording an in-person LiveShare session instantly without the use of any complex equipment.
In-Person LiveShare also allows for real-time streaming to your teammates. This means that you can take advantage of all the collaboration LiveShare has to offer, including timestamped note taking, chatting with teammates etc.
Before the participant arrives:
Create a Round within a Project
Log on to Lookback on your laptop/desktop and Create a LiveShare Round within a Project. Make sure to check 'Desktop' when you select the 'Device requirements.'
Invite members from your Lookback Org to observe
You can use our Observer Lobby links to invite any colleagues or stakeholders to join your session as observers and/or to help take notes
Prepare your test device
Make sure you have the latest version of Chrome browser installed on the desktop/laptop you plan to use for the test.
If 'Extension-free beta' is not checked for your Round, add Lookback's Participate extension to Chrome, from the Chrome Web Store.
When your participant arrives (extension-free beta):
Check if you're on a strong Wifi connection and not affected by a firewall.
Log into Lookback via the Chrome browser and click into the appropriate Project.
Click the "kebab" menu (3 veritcal dots) and then click In-Person testing...
Click the Start In-person button, or copy the session link and paste it into Chrome
Hand over the device to the participant
Permissions
Help the participant follow the prompts and grant permissions:
Click 'Get started':
Add a name for the session, and click Next:
You'll receive a prompt to allow camera and mic access. Make sure to click "Allow" on the prompt. From there, choose the devices you want to use, and click Next:
In the window that pops up, click on the image/thumbnail of the screen that you'd like to record- Chrome requires clicking this even if you only have one screen. From there, click the 'Share' button in the prompt.
Click "Open session window", in the next view:
In the floating window that appears, click "Start session". Instructions for the participant will appear in this same window once the session is initiated, and the participant will now be taken to your landing page (if you've added one).
Time to test
You know the drill. Go ahead and give your participant instructions and tasks.
At this point, members from your Lookback Org can also start observing the session.
🚀 Need your participant to key in login credentials or add some confidential info? Request them to click 'Pause' to pause recording and pause streaming to those who are observing. Then they can click 'Resume' to continue testing.
End your In-Person LiveShare
Participants can click the 'close' icon within the floating window to end the session:
From there, you can close the pop-up window, and go back to your Lookback org's dashboard.
When your participant arrives (Chrome Extension):
Check if you're on a strong Wifi connection and not affected by a firewall.
Log on to Lookback via the Chrome browser and click into the appropriate Project
Click the "kebab" menu (3 vertical dots) and then click In-Person testing...
Click Copy link to get the session link
Paste the link into Chrome (it should look something like this:
https://participate.lookback.io/UY4MeV?live&inperson)
Hand over the device to the participant
Permissions
Help the participant follow the prompts and grant permissions:
In the window that pops up, choose the appropriate camera and mic and then click Start New Session
Name your session and click Continue
Enable Screen Sharing
In the window that pops up, click on the image/thumbnail of the screen that you'd like to record
Click on the Share button that should now be active
Here's a gif that shows the whole process:
Now the participant will be taken to your 'Landing Page' (if you've added one) and you're ready to conduct your In-Person LiveShare.
Time to test
You know the drill. Go ahead and give your participant instructions and tasks.
At this point, members from your Lookback Org can also start observing the session
🚀 Need your participant to key in login credentials or add some confidential info? Request them to click 'Pause' to pause recording and pause streaming to those who are observing. Then they can click 'Resume' to continue testing.
End your In-Person LiveShare
When the test is all done, request your participant to click End Session on the panel to the right
Make sure they click 'End Session' again to reconfirm.
Once you see the screen that says, Great job! The session is over, you can start a new session, view the session you just finished, or close your browser
