Step 1: Open Your Email
You’ll get an email from Bello with a link to join the session.
It’s one simple link — no logins, no downloads, no fuss. Just click, and you’re in.
This same link works for all observers, so feel free to pass it along to your team.
⭐ Tip: Bookmark or save the email so it’s easy to find when the session starts.
Step 2: Getting Set Up
After clicking the link, you'll land on the welcome screen.
Type in your name — this helps the team know who you are.
Choose your speakers (headphones or computer speakers both work).
Click Test Speaker to check that everything sounds good.
When you’re ready, click Join Meeting.
🎧 Find a quiet place, grab a drink, and settle in. You’re good to go.
Step 3: Waiting in the Lobby
You’ll first land in a virtual lobby — a short waiting area before the session starts.
You can send a private message to the host here if you need anything.
Don’t close the tab. Just hang tight and wait to be let in.
It’s like arriving a little early. No rush. We’ll start soon.
Step 4: Entering the Session
Once the session begins, you’ll be moved into the live meeting.
You’ll be able to watch and listen to everything.
Don’t worry — you’re not on camera and no one can hear you.
You’re here to observe quietly, behind the scenes.
Step 5: See Who’s in the Room
On the side panel, you’ll see a list of everyone in the session.
You’ll be listed as an Observer — this means you’re not seen or heard by participants.
Moderators, participants, and other observers will also appear in this panel.
It’s like peeking at the guest list. Totally transparent.
Step 6: Watch and Learn
You’re now watching the real conversation happen — in real time.
Just sit back and take it all in. No clicking needed.
If you want to say something or make a suggestion, we’ve got tools for that (coming up next!).
Step 7: Send a Probe
Got an idea or want the moderator to follow up on something? Use a Probe.
Probes are private messages sent just to the moderator.
Click the Probes tab, type your thought, and hit send.
Example: “Can we ask more about how they discovered the product?”
Step 8: Backroom Chat
The Backroom chat is a group chat just for observers and moderators.
Use it to react to what you’re seeing or share thoughts with the team.
Participants won’t see these messages.
Perfect for brainstorming or celebrating great insights live.
You can also convert a backroom message into a probe by clicking the three dots on any message and selecting Make it a Probe.
Perfect for brainstorming or celebrating great insights live.
Step 9: Private Chat
The General tab is where messages from participants will appear. You can read everything here, but observers don’t respond in this space.
The Private tab is your space — it’s where moderators and the internal team (including observers) can chat freely and share thoughts.
Stick with the Private tab when you want to react, brainstorm, or drop a quick note for the team.
Step 10: Track the Session
The Transcript tab keeps a record of the session.
You’ll see when you joined and can bookmark moments you think are important.
These bookmarks make it easier to review later.
Every quote, comment, or “aha!” is saved for later review.
Step 11: You're Done!
When the session ends, you’ll see a message that says Meeting Complete.
Nice work. You showed up, stayed sharp, and soaked up insights like a pro.
Final Thoughts
Bello is built for people who care about research — like you.
The observer experience is private, simple, and designed to help you focus.
No distractions. Just clarity, connection, and great insights.
Need help? Don’t stress — we’re always here if you need us.
At Bello, we make observing feel less like tech… and more like watching real people share real stories.