Set Up Conversation Observers

Overview

Conversation Observers can view a Remesh conversation without being able to make edits or moderate. Providing Observer access is a great way to engage stakeholders throughout a Remesh conversation and allow them to assist in brainstorming follow up questions. After following the instructions below, we recommend that you send Observers this document which outlines what they can expect.

Included in this Article

1. Observer Permissions
2. Providing Observer Access
3. Observer Experience
4. Frequently Asked Questions

Observer Permissions

Observers Can:

• See questions that are visible to participants
• Analyze the data in real time during a Live conversation
• View the Backroom
• You have the option of providing access to the following:
  • Discussion Guide - When toggled on, Observers will be able to see the discussion guide on the left-hand side of the screen during the live conversation. It will look the same way that it does for the Moderator, but the Observer will not have any ability to moderate. This is a view-only permission.
  • Export Data - When toggled on, Observers will be able to download the exports that are available after the conversion has ended.
• After a conversation is over, Observers can return to the Observer view to continue analyzing and reviewing the data.

Observers cannot:

• Edit the conversation
• Moderate Live conversations or monitor Flex completion data
• Create new Segments
• End the conversation
• Analyze data in the Post-Session Analysis space
• Publish and Unpublish conversations

Providing Observer Access

1. From the Live or Build tab, Click Share
   
2. Click Add Observers
   
   
3. Enter the email domain of the Observer to permit (e.g. remesh.ai)
4. Adjust your Observer permissions
   1. View Discussion Guide will allow observers to see a preview of the programmed discussion guide.
   2. Export Data will allow observers to export data after the Conversation has ended.
5. Copy the Observer link and share it with your Observer. We recommend sharing this document as well, which outlines what they can expect while Observing a Remesh Conversation.
   

Observer Experience

Observers will access the conversation via the Observer link. First time Observers will be asked to submit their email, then will receive an email with further instructions. Once they receive that email, they will be asked to create a password for security purposes. If an individual already has a Remesh account, they can log in with that information. From there, they will be able to access the observer space.

Frequently Asked Questions

• How many people can observe a conversation?
  There is a maximum of 25 observers and collaborators that can join a conversation at one time. Observers will be able to join the live conversation on a first-come, first-serve basis until the maximum of 25 is reached. If the 25-person cap has been reached and an additional Observer/Collaborator tries to join a live conversation, they will receive a message saying that the conversation is at capacity and they won’t be able to join. After the conversation is over, there is no limit to the number of Observers/Collaborators that can access the session. Read more about Conversation Collaborators here!
• Can observers join a Flex conversation?
  Yes! Observers can join a Flex conversation and see an overview of responses that have been submitted thus far. They will not be able to analyze using Segments until the Flex has stopped collecting responses.
• When should I send Observers the link?
  You can send Observers the link at any time. We recommend asking Observers to access the link at least 24 hours ahead of the conversation so they can create their account if needed.