PlaybookUX

Overview

PlaybookUX is an all-in-one research platform that lets teams recruit, conduct, and analyze both qualitative and quantitative research within a single tool. It replaces the need to juggle separate solutions for recruiting, testing, analysis, and repository management.

Built for researchers at companies of all sizes, the platform includes unmoderated testing, moderated interviews, card sorting, tree testing, surveys, five-second testing, first-click testing, and preference testing. AI is embedded across every stage and can be turned off when needed.

Key Benefits

• Access a vetted panel of over 7 million consumer and professional participants with nearly 90% of studies filling within a few hours.
• Run all research methods in one place — qualitative and quantitative — without switching between tools or subscriptions.
• AI generates follow-up questions during sessions, surfaces key themes, and produces executive reports with participant quotes.
• Unlimited seats are included so the entire organization can collaborate on research without per-user costs.
• Build a central research repository with tagging, universal search, and the ability to upload external research alongside in-platform studies.
• Patent-pending synthetic participants let teams generate AI personas grounded in actual video transcripts and behavioral data for early-stage validation.

How It Works

Researchers set up a study by selecting a method — unmoderated test, moderated interview, survey, card sort, or tree test — and configuring screening questions to target the right audience. They recruit from the built-in panel of 7 million participants or bring their own, then conduct sessions directly inside the platform.

After sessions, the analysis suite automatically generates highlight reels, heat maps, task summaries, and executive reports. Team members tag, search, and comment on findings within the repository, and can export or pull data into external tools via the API and MCP layer.

Use Cases

• UX researchers at enterprises like Microsoft run moderated interviews and unmoderated tests while tagging insights into a shared repository for stakeholder presentations.
• Product managers validate concepts early using synthetic participants to gather instant feedback without recruiting real users for every iteration.
• Design teams conduct card sorting and tree testing to refine information architecture and test navigation flows before development.
• Marketing researchers run surveys and preference tests to measure customer sentiment and compare design or messaging variations.
• Agency researchers recruit from the B2B and B2C panel to run five-second and first-click tests for client deliverables across multiple industries.

Why Choose This Product

PlaybookUX is best suited for research teams that want an all-in-one solution covering recruiting, testing methods, AI analysis, and a living insights repository. The self-serve plan offers instant access with a 50-session annual limit on panel usage, while enterprise plans unlock unlimited sessions, SSO, custom contracts, and a dedicated success manager. The platform does not charge per seat and supports concurrent studies without restrictions.