dscout Live is our remote interview tool, built specifically with research in mind. In order to make sure that your Live sessions go as smoothly as possible, there are some best practices that you should follow before, during, and after your live session.

Before your Live session

Deciding on scheduling

Setting up a Live mission is quick and easy, but there are a few things you need to consider: 

Most of the time, it is simplest to use automatic scheduling to establish your availability for Live sessions. Our automatic scheduler does all the work for you, letting scouts sign up for any available session. 

Daily start and end times cannot be changed after mission launch. The end date can be extended, and unscheduled time slots can be opened/closed to scouts as needed. Add all potential days to the calendar while in draft mode – from there, you can open/close the slots per your availability. 

Even if you choose automatic scheduling, you can still reschedule the session manually. Click the dropdown box next to the scout’s name to reschedule.

If you have a smaller sample size or would like additional flexibility for timing, manual scheduling might be a good option for your Live session. With this option, you will message scouts directly to schedule their sessions.

Writing instructions for scouts

Regardless of which scheduling option you choose, it is important that scouts receive our Live system set-up information. The default Invite message to scouts includes the following to-do list and troubleshooting steps, but you can always personalize the message:

Here are a couple of things you must do to prepare before our Live session:

1. Below is a link to your To-Do List. Please complete your To-Do list before our Live session so you have time to reach out with any problems or questions.


2. And in case you're experiencing trouble connecting, please take a look at our troubleshooting guide for helpful tips:


Thanks, and see you online!”

Onboarding scouts + testing set-up

To prevent technical problems during your Live call, it is critical that both you and scouts test your Live set-ups. As soon as a session has been scheduled, send the scout a note that looks something like this:

"Thanks for agreeing to chat with us face-to-face using dscout Live! We’re excited to connect with you soon. Before your scheduled interview, you MUST complete the Live To-Do List below. (Please do this RIGHT NOW so we know that we can count on you!): https://help.dscout.com/article/265-your-live-to-do-list

If you have trouble connecting to your Live session, this guide is your best bet for solving any issues: https://help.dscout.com/article/257-troubleshooting-your-live-call

If any of the tests result in failure, or if scouts have any questions or concerns, direct them to live@dscout.com for additional support. 

The vast majority of technical problems with Live sessions are the result of a poor internet connection or firewall configurations. This is why testing your Live set-up ahead of time is important! If possible, plan to connect your computer to the internet via Ethernet during your call. 

Be sure to bookmark this article on Troubleshooting Your Live Call in case you run into any problems in-session. While your research advisor will do their best to respond promptly to any concerns, following that guide will be the best way to get your Live call back up and running quickly. This is particularly important if your Live call is taking place outside of dscout’s regular business hours (9:00am - 5:00pm Central Time). 

Setting up stimuli

dscout Live’s built-in Stimuli feature allows you to engage your scouts and capture their responses to images, videos, and links. Once you have created a Stim Board, you can easily bring up that media during the session. 

Make sure that you give yourself time to set up your Stim Boards prior to your Live sessions.

During your Live session

Starting your Live session

It’s a good idea to join your Live session a few minutes early. This will give you time to make sure that your computer setup is working, and to get ready for your scout! 

You should also send a message to the scout about 5 minutes before the session starts. Let them know that you are joining the session, and that they can message you in-app with any questions or problems that may arise.

Re-joining a dropped session

Most of the time, Live sessions run successfully without interruption. Most technical problems are related to a poor internet connection; you can keep tabs on your connection by looking at the Status Indicator in the bottom right-hand corner of the screen.

 If you do encounter a dropped call, don’t panic! Stay in the Live session – simply refresh the page, and the scout will be able to re-join.

If you exit out of the Live session when a call drops, you and the scout may be unable to re-join. In this case, you’ll need to add a new session. Go to the Manage page > scroll to the scout’s name > click on the dropdown arrow next to the scheduled time slot > click “Add Session.”

Making the most of your Live session

During your Live session, there are many tools that you can use to improve the experience.

Clips and notes can help you keep track of key moments and make analysis easier. Pressing the purple “Create Clip” button in the center of the screen will create a 10-second video clip that will be marked along the session timeline. You can also hold down this button to create a longer clip. Clips are easy to review, download, and share after the session is over. In the Notes tab on the right-hand side of the screen, you can write time-stamped notes. You can also create clips and notes after the Live session is over! 

If you would like to see participants interact with stimuli, such as media or prototypes, you can utilize scouts’ ability to screen share during a Live session. Just ask your scout to press the blue “Start Screen Share” button located underneath the researcher video feed.

After your Live session 

Viewing Your Completed Live Session

If your Live session isn’t accessible to view right away, don’t panic! The system will need a few minutes to package everything up for you. Once they are ready, you’ll be able to view your completed sessions on the “Sessions” page.

Take advantage of the Live session analysis tools that you have at your disposal, including transcripts, clips, notes, and the session timeline! You can read more about viewing your completed live session in this article.

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