April 2, 2025

AI Simplify: Get Reliable Results Fast with Clear and Consistent Questions

Optimal Workshop

At Optimal, we believe in the transformative potential of AI to accelerate your workflow and time to insights. Our goal is simple: keep humans at the heart of every insight while using AI as a powerful partner to amplify your expertise. 

By automating repetitive tasks, providing suggestions for your studies, and streamlining workflows, AI frees you up to focus on what matters most—delivering impact, making strategic decisions, and building products people love.

That’s why we’re excited to announce our latest AI feature – AI Simplify. 

Simplify and Refine Your Questions Instantly

Ambiguous or overly complex wording can confuse respondents, making it harder to get reliable, accurate insights. Plus, refining survey and question language is manual and can be a time-consuming process with little guidance. To solve this, we built an AI-powered tool to help study creators craft questions that resonate with participants and speed up the process of designing studies.

Our new AI-powered feature helps with:

  • Instant Suggestions: Simplify complex question wording and improve clarity to make your questions easier to understand.
  • Seamless Editing: Accept, reject, or regenerate suggestions with just a click, giving you complete control.
  • Better Insights: By refining your questions, you’ll gather more accurate responses, leading to higher-quality data that drives better decisions.

Apply AI-Powered Question Simplification to any of your survey questions. You can also use AI Simplify with screening questions, and pre- and post-study questions in Optimal's prototype tests, surveys, card sorts, tree tests, and first-click tests.

AI: Your Research Partner, Not a Replacement


AI is at the forefront of our innovation at Optimal this year, and we’re building AI into Optimal with clear principles in mind:

  1. AI does the tedious work: It takes on repetitive, mundane tasks, freeing you to focus on insights and strategy.
  2. AI assists, not dictates: You can adapt, change, or ignore AI suggestions entirely.
  3. AI is a choice: We recognize that Optimal users have diverse needs and risk appetites. You remain in control of how, when, and if you use AI.

A Growing Suite of AI-Powered Tools


The introduction of Question Simplification is just one example of how we’re leveraging AI to make research more efficient and effective for people who do research.

In 2024, we launched our AI Insights within our Qualitative Insights tool, summarizing key takeaways from interviews and transcripts. Now, we’re diving even deeper, exploring more ways to use AI to make research more efficient and effective.

Ready to Get Started? 


Keep an eye out for more updates throughout 2025 as we continue to expand our platform with AI-powered features that help you uncover insights with speed, clarity, and more confidence.

Want to see how AI can speed up your workflow?

Apply AI-Powered Question Simplification today or check out AI Insights to experience it for yourself!

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Introducing the new Qualitative Insights 🔍

Qualitative Insights has always been your go-to tool to help you plan and organize interviews, take notes, tag, and analyze rich, unstructured data. Now, we've taken it to the next level with two game-changing additions:

  • Insights feature: A dedicated space to capture, organize, and communicate your key takeaways.
  • AI capabilities: Optional AI-powered assistance to accelerate your analysis process.

Discover insights effortlessly 💡 

The new Insights feature transforms how you work with qualitative data:

  • Centralized hub: All your analytical discoveries in one place.
  • Structured insights: Each insight includes a title, detailed description, and associated observations.
  • Flexible viewing: Toggle between overview and deep-dive modes.
  • Efficient organization: Tag and categorize insights for easy retrieval.
  • Collaboration tools: Share and discuss findings with your team.

How it works 🛠️ 

Manual insight creation

  1. Filter your data using keywords, tags, affinity map groupings, tasks, segments, and sessions.
  2. Select relevant observations.
  3. Craft your insight with a custom title and description.

AI-Powered Insight Generation (Optional)

  1. Click "Generate" to activate our AI assistant.
  2. AI analyzes existing observations to produce new insights.
  3. Automatically generates insight titles, summaries, and attaches relevant observations.
  4. AI-generated insights are marked with an AI star symbol for easy identification.
  5. All AI insights remain fully editable.

AI: Your analysis assistant 🤖

Our AI capabilities are designed to enhance your abilities, not replace them. Use AI to:

  • Speed up insight discovery
  • Reveal hidden patterns in your data
  • Jumpstart the analysis process

Remember, your expertise is crucial. Always review and refine AI-generated insights to ensure accuracy and capture nuances that only human understanding can provide.

Your data, your choice 🔒 

We prioritize your privacy and data control:

  • Your data stays within your organization
  • We don't use it to train other AI models
  • You control when to use AI for insights
  • AI features can be turned on or off anytime

Get started today 🌟 

Ready to experience the power of the new Qualitative Insights? Learn more and dive in. Upgrade your qualitative analysis workflow and uncover deeper insights faster than ever before with Qualitative Insights!

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Fast Track Your Studies: 15+ Ready-to-Use Templates to Accelerate Insights

Research just got a whole lot easier. 🚀 With over 15 brand-new templates added to our template library, Optimal is here to help you fast-track your studies and accelerate your time to insights.

Our mission? To make research accessible for everyone, whether you're in product, design, marketing, or research. With templates, finding the right study for your needs has never been simpler.

Fast Track Your Research

    • Hit the ground running: Get pre-built templates designed to help you quickly set up studies that deliver results.
    • Accelerate insights: From screening questions to tasks, we’ve done the heavy lifting so you can customize these templates quickly for your own use and focus on analyzing data to inform decisions.

    What’s Included in Each Template?


    ✔️ Clear study goals—know what you'll learn

    ✔️ Best practices for study setup

    ✔️ Sample screener questions to target the right participants

    ✔️ Ready-to-go task suggestions

    How to Use Them


    Preview: View the participant’s study experience.

    Customize: Clone the template and tailor it to your unique needs.

    Explore New Use Cases


    Our templates are designed to empower teams to tackle a range of challenges. Here are just a few examples from our library:

    • Optimize your website or app signup flows
    • Organize and label your content
    • A/B test email designs
    • Design a new website navigation
    • Run usability tests for apps
    • Conduct market research
    • Prioritize features
    • Define your brand tone of voice

    Find Templates Built for You


    Filter by role or use case to discover the perfect starting point for your next project or get inspired for new ideas.

    Start Researching Today


    Already an Optimal Workshop user? Head to the Templates section of your Dashboard and explore what’s new.

    Not yet onboard? Try Optimal Workshop free for 7 days to get started.

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    2025 is already proving to be an exciting year for UX research, and we’re just getting started! With a range of new features and updates that empower teams to move from design to decisions faster, Optimal is bringing the best tools to the table for everyone and making research accessible across all teams. Let’s dive into what’s already here and what's coming next!


    Video Recording for Prototype Testing

    We’re excited to announce that the closed beta for video recording for prototype testing has launched. By capturing screen, audio, and/or video, this feature takes research beyond metrics to give you a deeper understanding of user intent and pain points. Our Optimal Recruitment service also ensures you connect with the right participants for video recording, driving meaningful insights from the start.

    New Study Flow for Faster Study Creation

    Say hello to the new Study Flow, an intuitive tab that helps to accelerate study creation, combining the Messages & instructions and Questionnaire tabs into one. Visualize every step of the participant’s journey, from the welcome screen to the final thank-you message with the Study Flow panel. Save time by quickly duplicating questions across Surveys and other study types. Navigate through studies with ease by collapsing and expanding sections as needed.

    Dashboard & Templates Library
    We’re working to make research more accessible for everyone with the release of 15+ new templates designed to help Optimal users get started quickly. No matter which team you’re on, these use-case focused, ready-to-use templates will set you on the fast track. Use them to  preview the participant experience or clone the recommended study and tailor for your own use. 

    What We’re Working On Next


    Here’s a sneak peek at some exciting features in the works:

    AI-Powered Survey Question Simplification
    We’re unleashing an AI-powered feature to help users simplify complex question wording and improve clarity. Users can quickly accept, reject, or regenerate more suggestions with a click. By improving clarity and simplifying your questions, you’ll gather more accurate, higher-quality insights that drive better results.

    This AI feature is available for surveys questions as well as screening, pre and post study questions for surveys, prototype tests, card sorts, tree tests and first-click tests. This is just the beginning of even more AI-driven improvements to come, all aimed at helping to accelerate your time to insights.

    Advanced Logic Capabilities
    We’re working on bringing more advanced logic capabilities to Optimal - one of the most highly requested features for surveys. With display logic, the study changes dynamically - showing or hiding answer options or subsequence questions based on a participant’s previous responses. Apply display logic to Surveys, screening questions, and pre- and post-study questions. This is just the beginning. We’ll be exploring additional advanced logic capabilities in 2025. 

    Study Creation Enhancements

    Optimal will continue to improve on the new Study Flow to make study creation faster and intuitive. You’ll also gain greater flexibility with customizable sections. These upcoming updates are designed to empower you to create dynamic, tailored study experiences for different audiences, helping you unlock more valuable insights with ease. 

    With custom sections, you’ll be able to organize surveys and questions into distinct sections, such as demographics or product usage, to create a more structured and engaging study. These custom sections allow you to easily add, rename, reorder, duplicate, and move questions between sections.


    Join Us on the Journey
    Stay tuned for regular updates, and let us know how we can make your research experience even better. Have feedback or feature requests? We’d love to hear from you so we can continue to shape the future of Optimal.

    Seeing is believing

    Explore our tools and see how Optimal makes gathering insights simple, powerful, and impactful.