Features

Built-in Consumer & Professional Panel

Access our panel of 7M+ participants. Target consumers and professionals across a variety of attributes.

International Recruiting

Access our global panel of participants that covers over 40 countries.

Localize

Localize the participant platform in over 50 languages.

Segmentation & Quotas

Set up segments to ensure exact demographic quotas.

Rate participants

Rate participants who complete your studies. A member of our quality team will review all low rated submissions and remove those participants from our panel.

Vetted panel

Best in class fraud prevention to screen bad actors before they enter our panel.

Screener Questions

Use single select (qualify/disqualify) and multiple select (qualify/may select/disqualify) screener questions for additional targeting.

Screener pass rates

Analyze where participants are screened out of your study.

Bring Your Own Participants

Invite your own participants to research studies via a recruiting link, intercept, or email them through participant CRM.

Participant CRM

The Participant CRM centralizes participant management, making it easy to build targeted panels and streamline BYO recruitment.

Customize Communications

Customize emails and touch points that are sent to your participants.

Domain & Sender Settings

Configure custom domains and sender addresses so your emails come from your company, not ours.

Saved Audience Templates

Save an audience (both filters and screener questions) to quickly set up future projects.

Preview study

Preview your study prior to setting it live with participants.

Approval flow

Admins can designate the team members who require approval prior to launching a project.

Skip, Branch & Display Logic

Guide participants through studies with skip, branch, and display logic.

Unmoderated testing

Participants will record their screen, voice and face while they walk through a test asset.

Moderated Interviews

Speak directly with participants as they share their screen, camera and audio. Use our scheduler and take live notes.

Card Sorting

Conduct open, closed and hybrid card sorts. Participants will sort cards into groups that make sense to them.

Tree Testing

Conduct and analyze tree tests to understand how easily participants can find items on your website.

Survey

Conduct quantitative research at scale.

Preference testing

Conduct a preference test to understand which design participants prefer and why.

Five second testing

Understand your customers first impression of a design. You're not limited to 5 seconds – you can configure how long the design is presented to participants.

First click testing

Understand what draws your customers attention about a test asset. Use heat maps to analyze the results for a view into the aggregated participant data.

Diary Studies (Coming Soon)

Capture participant experiences over time through longitudinal, self-reported entries.

Qualitative Tasks and Questions

Participants will verbally respond, while interacting with a test asset. Write unlimited instructions.

Quantitative

Ask rating, matrix, ranking, multiple choice questions, and many more.

Prototypes, Websites Apps

Get feedback at any stage of the lifecycle. You can test anything with a link - or even run a concept test.

Image & video testing

We support image and video uploads so you can test and store a variety of media formats.

PlaybookUX templates

Rapidly import templates curated by PlaybookUX researchers.

Saved question templates

Save an unmoderated test script as a template to quickly set up future projects.

Randomize blocks

Randomize the order designs are shown to participants to reduce order bias.

Skip, Branch & Display Logic

Guide participants through studies with skip, branch, and display logic.

Face, audio and screen recording

The PlaybookUX software will record the participant's screen, face and voice.

Session Replays

Capture all participant interactions with Replays.

Intercepts

Intercept participants at key moments based on behavioral and session attributes. Send them a PlaybookUX research study or invite them to join a private panel (Participant CRM)

Block PII

Use our blur tool to hide personal information during unmoderated sessions.

Live notes

Take live notes during moderated sessions.

Scheduling

Use our calendar to invite participants to live conversations.

Hidden observers

Collaborators can join the interviews as invisible observers so they are hidden from participants (no login required).

Buffer Time, Advanced Notice, Max Bookings

Configure your interview calendar to include buffer time, advanced notice and max bookings.

Concurrent studies

Launch more than one study at the same time.

Automated Payments

Pay and manage incentives for both PlaybookUX panel participants and your own recruits, all without leaving the platform.

Native Android and iOS App

Have participants review native apps.

Test on all devices

Run studies on desktop, tablet and mobile.

Cross Browser

Test on all browsers. Our recording suite isn't tied to Chrome.

Figma Integration

Connect PlaybookUX and Figma for enhanced metrics and analysis.

No-download recorder

Industry's first patented, no-download screen recorder that captures screen, audio and webcam.

Clips

Create clips from important moments during your user research sessions.

Highlight Reel

Generate highlight reels from your clips.

Video Controls

Change the viewing speed, quickly rewind and fast forward, or watch picture-in-picture.

Download

Download video sessions, clips and highlight reels as mp4 files.

Transcription

Transcripts are automatically generated with timestamps.

Editable Transcription

Make edits to machine generated transcripts.

Notes

Take timestamped notes while watching videos.

Tags & Highlights

Tag research sessions to identify themes and keep track of patterns.

Reactions

Reactions are standardized tags that allow you to analyze qualitative data with ease.

Heatmaps

Analyze first click tests with heatmaps.

Participant Paths

Analyze tree tests with individual participant and aggregated paths.

Dendrogram & Similarity Matrix

Analyze card sorts with dendrograms and similarity matrices.

Question Playlists

With just one click, you can create a playlist of all participants completing the same task.

Funnel Analysis

Spot drop-off points in Session Replays, get AI-powered summaries, and instantly target those visitors with intercepts.

Build your own report

Build reports across research projects.

Quantitative Metrics

Analyze rating scales, written responses, multiple choice and time on task.

Universal Search

Find what you're looking for within seconds. Search notes, transcripts, clips, reports, tags and more.

Advanced filtering

Narrow down and refine segments with powerful filtering.

Participant Charts

View aggregated demographic charts of participants.

Unlimited Team Seats

There aren't any limits on the number of team members that you can invite.

Share

Share full projects, clips and highlight reels with a password protected link.

Export

Export full studies with one click.

Mentions

@mention team members on notes, clips, and reports.

Comments

Collaborate with colleagues during the project set up process.

Attachments

Attach assets related to your research projects such as discussion guides, planning sessions and more.

Workspaces

Create workspaces to organize projects, teams and initiatives.

Folders

Categorize projects into folders.

Uploading outside research

Uploading videos from other sources allows you to leverage the PlaybookUX analysis suite - transcribe, clip, tag and create highlight reels.

SSO / SAML

Sign in using popular providers such as Okta, Azure, ADFS, Google and more.

Admin Permissions

Set account access levels.

Approval flow

Admins can designate the team members who require approval prior to launching a project.

Block PII

Use our blur tool to hide personal information during unmoderated sessions.

Custom Consent Forms

Upload a custom consent form to PlaybookUX. Participants will read and agree to the consent form prior to participating in your study.

Password Protection

Password protect everything you share for enhanced security.

SOC 2 Type II Certified

ISO 27001 & ISO 27701 Certified