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Trusted by leading teams worldwide
Explore our built in research methods
Run qualitative, quantitative, or mixed-method studies on desktop, tablet, or mobile, all in one platform.
Unmoderated Testing
Capture authentic user behavior by letting participants complete tasks at their own pace. Record screens, faces, and audio then get auto-transcribed sessions ready for analysis. Test live websites, mobile apps, prototypes and more.
Key features
- Screen, voice & face recording
- Desktop, tablet & mobile
- Auto-transcription
- Notes, clips & highlight reels
- Research repository with tagging & search
- Task-level analytics
- Figma integration
- Randomize blocks (balanced comparison)
Moderated Interviews
Live video interviews with your participants. Take notes in real-time, share your screen, and record the full session all within PlaybookUX.
Key features
- Built-in video conferencing
- Scheduler with advanced configurations
- Calendar integrations
- Real-time notes
- Camera, audio and screen sharing
- Hidden observers
- Automated reminders
- Notes, clips & highlight reels
- Research repository with tagging & search
Surveys
Collect structured feedback at scale. Use multiple question types, branch logic, and tap into our 7M+ panel to get responses fast.
Key features
- Multiple choice, scales & open-ended responses
- Skip, brand & display logic
- Randomization
- Auto-analysis
Card Sort
Understand how users mentally categorize information. Run open, closed, or hybrid card sorts to inform your navigation and IA decisions.
Key features
- Open, hybrid & closed sorts
- Similarity matrix
- Dendrogram analysis
- Category agreement scores
Tree Test
Validate your navigation structure without visual design bias. See exactly where users get lost and measure task success rates across your entire site hierarchy.
Key features
- Task success rates
- Path analysis
- Directness scores
- First click tracking
- Success / failure tracking
First Click Test
Measure where users click first when completing a task. Heat maps and click distribution data reveal whether your UI design leads users in the right direction.
Key features
- Click heat maps
- Time to first click
- Task success rate
- Prototype & image testing
Five Second Test
Find out what users remember after a brief first impression. Show your design for 5 seconds, then capture what stood out, perfect for testing landing pages and ads.
Key features
- First impressions testing
- Recall testing
- Landing page validation
- Brand perception
Preference Test
Show two or more design variations side by side and let participants choose their preference. Get clear directional data and open-ended reasoning.
Key features
- A/B and multi-variant testing
- Images & prototypes
- Preference scores
- Open-ended follow-up questions
In-Product Intercepts
Recruit participants directly from your live product. Trigger surveys and screeners based on user behavior to reach exactly the right people at the right moment.
Key features
- Behavior-based triggers
- Embedded screeners
- URL & session targeting
- Enroll directly into Participant CRM
Diary Study
Capture longitudinal insights over days or weeks. Participants log experiences, thoughts, and behaviors in their natural environment, perfect for understanding habits and long-term product usage.
Key features
- Longitudinal research
- In-context capture
- Photo, video and text entries
- Custom prompts and schedules
Session Replays
Watch real visitors navigate your site. Record clicks, scrolls, and rage-clicks to diagnose UX problems and understand how users actually interact with your product.
Key features
- Click & scroll tracking
- Rage-click detection
- Heatmaps
- AI replay summaries
- Visitor segmentation
Trusted by the World's Leading UX Research Teams
See how teams at enterprise companies and fast-growing startups use PlaybookUX to make faster, better decisions.
How Microsoft Uses PlaybookUX to Validate Copilot at Scale
Microsoft's research team uses PlaybookUX to run rapid concept validation studies on Copilot features, moving from idea to insight in days, not weeks.
Read case study →
How Loblaw Runs Research Across Millions of Customers
Loblaw's research team uses PlaybookUX to maintain a direct line to their customers across grocery, pharmacy, and loyalty, seamlessly recruiting, conducting, and analyzing studies in one place.
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How Shake Shack Continuously Optimizes Their Digital Experience
Shake Shack uses PlaybookUX to run multiple rounds of comparison testing, continuously refining their mobile ordering experience and product list pages.
Read case study →
How Intuit Uses PlaybookUX to Test and Iterate Quickly
Intuit's team relies on PlaybookUX to test as much as possible, iterate quickly, and move forward running usability studies with speed and confidence.
Read case study →
How Canada Goose Brings the Customer Voice Into Product Decisions
Canada Goose uses PlaybookUX to incorporate user research into their product development cycle ensuring the customer perspective is always present when key decisions are made.
Read case study →Thousands of customer success stories
From startups to Fortune 500 companies across every industry.
Read Customer Stories →Customer success you can actually feel
PlaybookUX customers don't get dropped into a help center. You get real people, fast responses, and a team invested in your research outcomes.
Dedicated Customer Success Manager
Every account gets a dedicated CSM who knows your research goals, helps you onboard, and proactively suggests ways to get more value from the platform.
Fast, Human Support
Our support team responds quickly. Not bots, not ticket queues. Whether it's a question about your study setup or a technical issue, we're here to help you keep moving.
Onboarding & Training
Get up and running fast with personalized onboarding. We'll walk your team through the platform and best practices so you launch your first study with confidence.
Help Center & Documentation
Comprehensive guides, tutorials, and best practices for every feature and methodology available 24/7 so your team can self-serve when they need a quick answer.
Monthly Check-ins & Quarterly Business Reviews
Regular QBRs with your customer success team to review research output, align on goals, surface platform features you may not be using, and plan for the quarter ahead.
99.9% Uptime SLA
Your research can't wait for platform downtime. PlaybookUX is built on enterprise-grade infrastructure with a 99.9% uptime commitment so your studies run when you need them to.
Enterprise-ready software your IT and security teams will approve
PlaybookUX meets the security, compliance, and administrative requirements of the world's most secure organizations.
SSO & SAML
Single sign-on with Okta, Azure AD, and all major identity providers.
SOC 2 Type II & ISO-certified
Independently audited security controls protecting your research data at every layer.
GDPR & CCPA Compliant
Built-in consent management and participant data handling that meets global privacy regulations.
Role-Based Permissions
Granular access controls so admins, researchers, and stakeholders each see the right research.
Multi-Workspace Support
Manage multiple teams or business units under one enterprise agreement with isolated workspaces.
Audit Logs
Full activity logging for compliance and accountability across your entire organization.