Moderated Interviews

Gain deeper insights from speaking directly to your target demographic. All you have to do is join the video call and we’ll automatically record, transcribe and upload the session for you to analyze. Utilize the PlaybookUX research ops suite so you can focus on interviewing, not the logistics. PlaybookUX handles everything – from recruiting to scheduling to transcribing to participants payments.

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Features 

PlaybookUX takes the hassle out of recruiting, scheduling and analyzing moderated interviews.

Video interviews

Speak to participants over video call. We partner with Zoom for a reliable experience. You’ll be able to see their screen and face during the session.

Advanced calendar settings

Set a buffer time to prevent back to back meetings. Avoid last minute sessions by adding an advanced notice period. Ensure you’re fresh for each session by configuring a maximum bookings per day.

Live Timestamped Notes

Quickly refer to important moments by creating timestamped notes during & after the session.

*Scale subscription is required to access live notes*

Computer, tablet and mobile

Discover how your website, prototype or app performs across different devices and operating systems.

Share, download & export projects

Full projects, clips, highlight reels and reports are shareable with a password protected link. Additionally, you can download videos and export project data.

Collaborators

When setting up a moderated project, you can add collaborators who will receive calendar invites and notifications about the project. This removes the hassle of forwarding invites to teammates when a participant is scheduled.  *Scale subscription is required to access this feature*

Scheduler

Easily set your availability with our drag and drop calendar. Once a participant books a session, both the researcher and participant will receive an email with a calendar invitation to join the session. 

Audience templates

Save audience filtering and screener questions for quick project setup.

International Testing

Recruit an audience from over 42 different countries including the United States, Canada, United Kingdom, Germany, Australia, France and many more.

Organize projects into folders

Keep your research organized by sorting projects into folders. Subsequently, you can group folders.

Universal Search

Retrieve past research with the click of a button. Easily search your entire research database for transcripts, notes, tags, clips or reports.

Clips & highlight reels

Capture important moments by creating clips to share with colleagues. You can create highlight reels of clips across projects. Everything is downloadable and shareable with a password protected link for additional security.

Use our panel or your own

Use the PlaybookUX panel to target your ideal customer. Additionally you can send your own participants a link to participate in sessions. *Scale subscription is required to access ‘bring your own participants’ features*

Automated Payments

After completing an interview with a participant from the PlaybookUX panel, we’ll automatically pay them so you don’t have to manage incentives.

Transcript

After the session, we’ll automatically generate a transcript of the session that is broken down by speaker.

Tags & Reactions

Tagging the transcript, notes and clips is a great way to find themes in your qualitative research across projects and over time. Using tags & reactions will help you identify and keep track of patterns that emerge across your research data. 

Include a card sort or tree test

Add a card sort or tree test to a moderated session to understand why participants organize and find content in a specific way. *Grow or Scale subscription is required to access card sort & tree test*

Segments

When you're using the PlaybookUX panel, you can set up segments to ensure exact demographic quotas.

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