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.
Trusted by leading teams worldwide
News Corp
Built-in Moderated Interview Platform
Every step of the moderated research process in one platform. Recruit, schedule, conduct, and analyze.
Recruit Research Participants
- 7M+ global consumer & professional panel
- Targeting by demographics, job title, behavior, and more
- Screener questions
- Bring Your Own Participants (BYOP) via Participant CRM
Schedule Moderated Research Sessions
- Built-in scheduler with calendar sync
- Buffer time
- Advanced notice
- Max bookings per day
- Automated reminders to reduce no-shows
Conduct Moderated Usability Testing
- Built-in video conferencing with live notes
- Hidden observers for stakeholder involvement
- Video, audio, and screen share on all devices
- Remote control
Analyze Research with AI
- Searchable transcripts with timestamp navigation
- Notes, tagging & AI theme clustering
- Video clips & highlight reels
- Universal search
- Executive report generation
- API & MCP layer for custom integrations
Features
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
Scheduling & Conducting
Analyzing your project
AI Tools
Setting up your project
Everything you need to recruit, schedule, and run your moderated interviews.
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
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 42 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 for multiple/single select questions. Once your study is live, we'll surface where participants are disqualifying so you can make edits on the fly.
click to expandSegmentation
When you're using the PlaybookUX panel, you can set up segments to ensure exact demographic quotas.
Recording & technology
click to expandBuilt-in video conferencing
Run interviews directly within PlaybookUX using our built-in video conferencing tool. No third-party software needed for you or your participants.
click to expandScheduler
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.
click to expandAdvanced 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.
click to expandInvisible / hidden observers
Collaborators can join the session as invisible observers so they are hidden from participants (no login required).
click to expandScreen sharing & remote control
If you have any sensitive assets that you don't want to send to participants, share your screen and allow participants to remotely control your web browser.
click to expandComputer, tablet and mobile
Discover how your website, prototype or app performs across different devices and operating systems.
click to expandCollaborators
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.
Study design
click to expandAudience templates
Save audience filtering and screener questions for quick project setup.
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 expandApproval roles
Admins can designate that certain team members require approval prior to launching a project. Someone with the "Needs approval" role won't be able to launch a study without getting approval from an "Approver", ensuring quality research governance.
click to expandAttachments
Attach assets related to your research projects such as discussion guides, planning sessions and more.
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.
Mixed methods
click to expandCard sorting
Add a card sort to a moderated 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 a moderated 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 →
click to expandFirst click tests
Include a PlaybookUX first-click test in your moderated interview 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 tests →
click to expandFive-second tests
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 tests →
click to expandPreference tests
Incorporate a preference test into your moderated project with our built-in preference testing tool.
Learn more about preference tests →Scheduling & Conducting
Set your availability, book sessions, and run interviews with everything you need built in.
Scheduling
click to expandScheduler
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.
click to expandBuffer time, advanced notice & max bookings
Set a buffer between sessions to prevent back to back meetings. Avoid last minute sessions by requiring participants to book a minimum amount of time in advance. Configure a maximum number of bookings per day to stay fresh for every session.
click to expandInvisible / hidden observers
Collaborators can join the session as invisible observers so they are hidden from participants (no login required).
click to expandCalendar integrations
Sync your PlaybookUX sessions with your preferred calendar. Booked sessions automatically appear in your calendar so your schedule stays up to date.
click to expandSchedule as a participant
Bypass the scheduler and schedule sessions on behalf of a participant. A link, meeting info and automated reminders are still generated.
click to expandAutomated reminders
Once a session is booked, participants automatically receive reminder emails leading up to their session so you can focus on your research without chasing confirmations.
Conducting
click to expandBuilt-in video conferencing
Run interviews directly within PlaybookUX using our built-in video conferencing tool. No third-party software needed for you or your participants.
click to expandRemote control
Allow participants to remotely control your web browser. Ideal for testing sensitive assets you prefer not to send directly to participants.
click to expandAll devices
Conduct sessions across desktop, mobile and tablet. Discover how your website, prototype or app performs across different devices and operating systems.
click to expandLive timestamped notes
Quickly refer to important moments by creating timestamped notes during & after the session.
Analyzing your project
Powerful tools to surface insights from every moderated session.
Session analysis & sharing
click to expandTranscript
After the session, we'll automatically generate a transcript of the session that is broken down by speaker.
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 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.
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.
click to expandShare, 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.
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.