When is a live session worth scheduling?

Use a moderated session when you want to ask a follow-up as someone works. Use a self-guided session when the same task can be completed without you. You can bring your own participants or recruit through Lookback’s User Interviews panel integration.

Choose a short task with a visible outcome. Ask what the participant expected when they hesitated, then give them time to continue without coaching.

Lookback asks participants to explicitly enable sharing when needed. Explain the screen, camera or microphone you intend to capture and tell them who may observe. Keep real records and notifications out of the shared view. If they decline, use notes only with agreement or end the recorded activity.

What counts as a session and what can you take with you?

A distinct recorded interaction with one person normally counts as one session. Lookback lists annual plans and separate recruitment and incentive charges. An included panel participant covers the recruitment fee only. Paid plans support exports. The trial does not.

Preview sessions cannot be downloaded or transcribed. Before relying on a paid export, confirm which authorized role can download the needed recordings and notes. Keep sensitive exports in restricted storage.

How would you prepare one interview before inviting anyone?

Draw a mock meeting and paper task. Do not create a session, send an invite or record a screen.

Describe the sharing plan
Write who would observe, what would be recorded and how to decline.
Mark the point to ask a follow-up
On a fictional account screen, circle where the person pauses and ask what they expected to see there.
Plan what you need to retain
Pick an observation, its timestamp and the authorized note destination. Mark actual playback and export as untested.