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PlaybookUX

PlaybookUX is a user research platform for recruiting participants, running studies, and analyzing results in one place. Teams can run unmoderated tests, moderated interviews, card sorting, tree testing, and surveys, then use AI to generate screeners, ask smart follow-up questions, and summarize sessions. Built for UX researchers and product teams at companies of any size.

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PlaybookUX screenshot

PlaybookUX is a user research platform that combines participant recruitment, study tools, and analysis in one product, positioned as an alternative to stitching together separate recruiting panels, testing tools, and repositories. Teams can recruit from a panel of more than 7 million vetted consumer and professional participants, or bring their own, using filtering and screener questions to target a specific audience.

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The platform supports both qualitative and quantitative methods: unmoderated testing with video, voice, and screen recording; moderated interviews with built-in video conferencing and scheduling; card sorting in open, closed, and hybrid formats; tree testing; surveys; and first-click and preference testing. Sessions produce time-stamped transcripts, highlight reels, and heat maps that teams can tag, search, and store in a central research repository rather than losing findings across separate documents.

AI runs through several stages of the workflow, and PlaybookUX states that every AI feature can be turned off. A Script Generator builds screener questionnaires and study guides from a stated research objective; a Question Checker reviews screeners for leading questions, missing answer options, and vague wording; AI Follow-Ups asks participants clarifying questions during a session to surface detail a fixed script would miss; and Task Summaries analyze verbal, written, and behavioral data to flag themes, sentiment, and outliers. AI Executive Reports pull study setup, demographics, transcripts, themes, and quotes into a shareable summary, including cross-language support, running a study in one language and getting the summary in another. A Synthetic Participants feature generates AI personas from a team's own past video research, for early-stage validation of new studies before recruiting real participants.

An API and MCP layer lets teams pull videos, transcripts, and insights into other tools, including AI assistants such as Claude, Copilot, and ChatGPT, and automate project creation and research operations at scale.

PlaybookUX is built for UX researchers, product managers, and marketing teams who need to run multiple research methods without switching tools, from early-stage concept testing through ongoing usability research. Its unlimited-seat collaboration model is aimed at teams that want a shared, searchable research repository rather than siloed individual studies.

  • CategoryMarket Research Tools
  • Pricing ModelPaid
  • DeploymentCloud
  • PlatformsWeb

  • Participant recruiting from a panel of 7 million-plus vetted consumers and professionals

  • Unmoderated testing with video, voice, and screen recording

  • Moderated interviews with built-in video conferencing and scheduling

  • Card sorting, tree testing, and first-click and preference testing

  • AI Script Generator for screeners and study guides

  • AI Question Checker that flags leading or biased questions

  • AI Follow-Ups that ask clarifying questions during live sessions

  • AI Task Summaries and Executive Reports that surface themes, sentiment, and quotes

  • Synthetic Participants: AI personas built from a team's own past research

  • API and MCP integration for pulling data into other tools

  1. Set up a study: Choose a method, such as an unmoderated test, moderated interview, survey, card sort, or tree test, and write your questions.

  2. Recruit participants: Use PlaybookUX's panel or bring your own, with screener questions to target the right audience.

  3. Run the study: Collect video, audio, and behavioral responses as participants complete tasks.

  4. Review with AI: Use Task Summaries and Executive Reports to surface themes, sentiment, and key quotes.

  5. Organize insights: Tag, search, and store findings in your central research repository for future reference.

  • Usability testing
  • User interviews
  • Information architecture testing
  • AI-assisted analysis

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