Video Integrations

Using our video integrations, you can automatically generate unique video links for confirmed moderated sessions, saving you the time and hassle of manually creating and sharing links with participants. 

In this lesson of our Integrations course, we’ll provide:

• An overview of the video tools we integrate with, including Zoom, Google Meet, and Microsoft Teams
• Instructions on how to set up video integrations with User Interviews

📹 Prefer watching to reading? This content is available as both an article and a video. Watch our Customer Success Manager, Lindsey Huynh, take you through the content in the video below or keep reading to dive in!

Video integrations: Zoom, Google Meet & Microsoft Teams 

Video tools like Zoom and Google Meet are vital to teams conducting remote research. By connecting your video tool to UI, you can benefit from: 

• Automatically creating and distributing unique meeting links for confirmed sessions
• Ensuring consistency and saving time with standardized, pre-set video links
• Reducing scheduling errors and ensuring participants receive the correct meeting details

Zoom, Google Meet, and Microsoft Teams are all common video conferencing tools that researchers use to host moderated sessions. By setting up these integrations, you can automatically create and share meeting links with participants. 

For more information, check out our support pages for Zoom, Google, and Microsoft Teams. 

How to connect your video tool to User Interviews

You can set up a video integration either through your account settings page or from the project workspace. 

‍From your UI account settings:

1. Hover over the left navigation bar and click on your name in the bottom corner.
2. Click on “account settings."
3. Navigate to the “Integrations” tab. 
4. Scroll to find the video integration you wish to use, and click “connect.” 
5. From there, follow the prompts to sign into your account and allow shared access permissions, and then you’ll be connected!

From a project (draft or live):

1. Open up a project and navigate to Research Design > Research Activity.
2. Scroll to the Session Attendance and Moderation section and click “edit.”
3. From there, navigate to the Session Location section and click the dropdown.
4. From the dropdown, choose the video tool integration you’d like to use. 
5. Follow the prompts to sign into your account and allow shared access permissions, and then you’ll be connected!