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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FeaturesÂ
Your research program deserves more than a patchwork of tools. PlaybookUX brings participant recruiting, video conferencing, automated scheduling, and AI analysis into one place, with the security, reliability, and support enterprise teams require. Run more studies, surface insights faster, and give stakeholders the evidence they need to move with confidence.
Setting up your project
Analyzing your project
AI Tools
Setting up your project
Everything you need to build, recruit, and launch your unmoderated study.
Recruit & target
click to expandPlaybookUX participant panel
Recruit from a panel of over 6 million vetted participants, backed by an industry-leading fraud prevention program. Our robust participant platform matches participants with projects that fit their profile.
Learn more about the participant panel →
click to expandUse our panel or your own users
Use the PlaybookUX panel to target your ideal customer. Additionally you can send your own participants a link to participate in sessions.
click to expandConsumer & professional targeting
Target both consumers and professionals by age, gender, income, job title, industry and company size (among many other filters) and get more specific with screener questions.
click to expandInternational testing
Recruit an audience from over 50 different countries including the United States, Canada, United Kingdom, Germany, Australia, France and many more.
click to expandScreener survey
Qualify participants with single and multi select screener surveys. Reduce bias by randomizing the answer choices. Once your study is live, we'll surface where participants are disqualifying so you can make edits on the fly.
click to expandBuilt-in Participant CRM
Build and manage your own participant CRM directly within the platform. Collect participants through intercept signups or upload your own lists. Configure your domain so all communications send from your own email.
Learn more about the Participant CRM →
click to expandIntercepts
Intercept visitors at key moments based on behavioral and session-based triggers. Invite them to a study, prompt them to join a private panel, or capture feedback in context. Patented technology.
click to expandSegmentation
When you're using the PlaybookUX panel, you can set up segments to ensure exact demographic quotas.
Study design
click to expandQualitative & quantitative
Ask participants verbal response questions, tasks, multiple choice, rating scale and written response questions. Additionally, you can add links (i.e. website, app store, Figma), upload images and videos for testing.
click to expandQuestion & audience templates
With the click of a button, import PlaybookUX authored templates. If you're looking for a more customized template, you can save your own test script and audience templates.
click to expandCustom consent forms
Skip the hassle of collecting confidentiality and consent forms prior to the session and upload a custom consent form to PlaybookUX. Participants will read and agree to the consent form prior to participating in your study.
click to expandHide PII
To avoid collecting personally identifiable information (PII), use our blur tool. Toggle on the blur feature to blur their screen during that specific task.
click to expandAttachments
Attach assets related to your research projects such as discussion guides, planning sessions and more.
click to expandApproval roles
Admins can designate that certain team members require approval prior to launching a project, ensuring quality research governance. Alternatively, admins can exclude certain people from the approval flow.
Mixed methods
click to expandFirst click testing
Include a PlaybookUX first-click test into your unmoderated study to understand what draws a participant's attention about a test asset. Use heat maps to analyze the results for a view into the aggregated participant data.
Learn more about first click testing →
click to expandFive-second testing
Add a PlaybookUX five-second test to gather a participant's first impression. While it's called a five-second test, you can customize the length of time that participants will view the test asset.
Learn more about five-second testing →
click to expandPreference testing
Incorporate a preference test into your unmoderated project with our built-in preference testing tool. Participants will record their screen and vocalize their thoughts as they complete the preference test.
Learn more about preference testing →
click to expandCard sorting
Add a card sort to an unmoderated session to understand why participants organize content in a specific way. Participants record their screen and speak their thoughts out loud.
Learn more about card sorting →click to expandTree testing
Add a tree test to an unmoderated session to understand why participants find content in a specific way. Participants record their screen and speak their thoughts out loud.
Learn more about tree testing →Recording & technology
click to expandPlaybookUX recorder
The PlaybookUX screen recorder captures participants' face, voice, and screen across all devices, including desktop, mobile, and tablet. The desktop recorder is completely no-download and built on patented technology.
Learn more about session replays →
click to expandComputer, tablet and mobile
Discover how your website, prototype or app performs across different devices and operating systems (Windows, Mac, Android, iOS etc).
click to expandLocalized participant platform
The tester platform and testers apps will be displayed in the language you select during project setup. Participants will answer questions out loud in the language selected and we'll transcribe the session in that language. We currently support over 50 languages.
Analyzing your project
Watch sessions, surface insights, and share findings with your team.
Review sessions
click to expandVideo controls
Adjust the viewing speed, jump 10-seconds, and watch the session picture-in-picture. Enable transcript autoscrolling to seamlessly follow along.
click to expandTranscript
After the session, we'll automatically generate a transcript of the session that is broken down by task.
click to expandTimestamped notes
Quickly refer to important moments by creating timestamped notes.
Synthesize & tag
click to expandTags & 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.
click to expandClips & 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.
click to expandUniversal search
Retrieve past research with the click of a button. Easily search your entire research database for transcripts, notes, tags, clips or reports.
Analyze & report
click to expandAnalytics charts & graphs
After the session, we'll generate charts and graphs based on participant responses. Additionally, each question will have a time-on-task chart and a chart of the transcript broken down by participant.
click to expandBuild your own reports
Generate custom summary reports to present to team members. You can import clips, highlight reels, tags and notes into reports. Reports are shareable with a password protected link.
Organize & share
click to expandWorkspaces & folders
Keep your research organized by setting up workspaces for different research teams & initiatives. Within workspaces, sort projects into folders. Subsequently, you can group folders.
click to expandShare, download & export
Full projects, clips, highlight reels and reports are shareable with a password protected link. Additionally, you can download videos and export project data.
click to expandISO 27001, ISO 27701, SOC 2 Type II
PlaybookUX prioritizes data protection and adheres to the highest security and privacy standards. Check out our security center to discover how we safeguard your information.
AI Tools
AI-powered features that automate and accelerate your research workflow.
Insights & reporting
click to expandAI executive reports
Generate comprehensive executive summary reports instantly. These reports pull together your study setup details, participant demographics, and video transcriptions into a shareable report. We'll highlight the most important themes and back them up with participant quotes, plus suggest ideas for your next research studies. You can even conduct research in one language and get your summary report in another.
click to expandAI task summaries
Analyze verbal, written, and behavioral data from specific research tasks. Our AI will identify recurring themes, measure participant sentiment, points of friction, and flag any outlier responses.
Study setup
click to expandGenerator: screener & study script
Build complete screener questionnaires and study guides from scratch. Just tell us your research objectives and share any materials you're testing — we'll create unbiased scripts that get you the insights you need.
click to expandQuestion checker
Practice good research governance with AI-powered screener and question reviews. The system catches common research mistakes like missing "none of the above" options, vague response options, and industry jargon that might confuse participants.
click to expandAI follow-up questions
Get richer insights from every session. Our AI asks smart follow-up questions that capture nuanced responses and additional data points you might have missed, giving researchers more comprehensive results to work with.
Advanced AI
click to expandAI Personas (Synthetic Participants) Patented
Generate lifelike AI personas directly from your PlaybookUX video research — grounded in actual user behavior, transcripts, and insights. Our patent-pending technology lets you select videos from your library, enhance with custom prompts and data, then deploy these personas across future research studies for instant feedback and validation.
click to expandAI assistant (AI agent)
Leverage AI to run autonomous workflows, such as automatically tagging transcripts based on defined criteria, scheduling recurring usage reports via email, and handling a wide range of other repetitive tasks behind the scenes.
click to expandAPI & MCP
Connect to our public API, powered by an MCP layer, to launch projects, retrieve results, and seamlessly sync with your Participant CRM. Easily integrate with millions of other tools.