Introducing Optimal’s New Interviews Tool: Automate Your Research, Accelerate Your Insights

Inspired by insights from Optimal users, we’ve reimagined study creation to bring you a beautifully streamlined experience with the new Study Flow tab.

With the new Study Flow, you’ll: 

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⚡ Enjoy faster study set up: Messages & instructions and Questionnaire tabs are combined in a single tab - called Study Flow - for faster editing and settings customization.

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✨ See it all at a glance: Easily visualize and understand the participant experience—from the welcome message to the final thank-you screen—every step of the way. 

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🎯 Duplicate questions: Save time and quickly replicate questions for surveys, screening questions, and pre- and post-study questions. 

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⭐ Experience enhanced UI: Enjoy a modern, clean design with intuitive updates that minimize scrolling and reduce mental load.

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🗂️ Collapse and expand sections: Easily navigate studies by collapsing and expanding sections, making it easier to build out specific parts of your study.

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This Study Flow tab is available across all Optimal tools, except for Qualitative Insights. 

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What’s next?

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We’re not stopping there. We have some significant improvements on the horizon designed to give you even greater flexibility and control.

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Advanced logic: Enhanced logic capabilities is one of our most highly requested features, and we’re thrilled to introduce new capabilities to help you build your ideal study experience – available for surveys and other tools. We will first introduce “display logic”, allowing for: 

• If answer is X for Question Y, then hide/show Question Z.
• If answer is X for Question Y, then hide/show specific answer options.

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Customizable sections: Organize your questions into different sections to build a better study experience for your participants. For example, segment your questions into relevant groupings, such as demographics or product usage. With custom sections, you can add new sections, rename, reorder, duplicate, and move questions between different sections.* 

*Note: Questions cannot be moved to/from the screening questions section.

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These upcoming features will empower you to create dynamic, tailored study experiences for different audiences with ease for more valuable insights. 

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Start exploring the new Study Flow now.

Creating successful products is tough. Whether you're gathering competitive intelligence before entering a market, discovering user needs for a brand new product, redesigning a website, optimizing a sign-up flow, or improving internal tools, the stakes are high.

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Poor user experiences cost businesses up to 35% of potential sales, while organizations that deliver superior experiences drive 5-6x more revenue. Optimal helps you turn user insights into better business decisions so you can deliver products your users love.

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From Discovery to Continuous Optimization

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Great products don’t just happen. They’re guided by real user feedback at every stage.

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Start with discovery.
Use live site testing to watch real users navigate competitor experiences or test early concepts in staging environments. Combine this with surveys and interview insights to understand what users actually need. Validate navigation and information architecture with card sorting and tree testing.

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Validate before you build.
With prototype testing, you can connect to Figma or create clickable prototypes in minutes or use live site testing to test a website or web app in a staging environment. Identify pain points early and fix them before development.

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Continuously optimize.
Even after launch, the best experiences evolve with their users. Ongoing testing, surveys, and interviews can reveal opportunities to refine and grow, keeping your product relevant and effective.

But nothing beats seeing users interact with your actual site. With Optimal’s newest tool - live site testing - you can see how users engage with your actual websites or web apps or even a competitor's. No guesswork, no assumptions.

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Introducing Live Site Testing

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We’re excited to announce live site testing has officially joined Optimal’s platform! Here’s what makes it powerful:

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• Test any live site. Yes, any.
  ‍Understand exactly how users interact with your website or web app in a production or staging environment or gain valuable insights by testing a competitor’s site.
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• ‍No code. No friction.
  Unlike many other live site testing tools, with Optimal, setup takes minutes. There's no plugins or technical hurdles for you or your testers. Just paste a URL to set up your test and start testing.
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• ‍Validate at every stage.
  Catch issues before they cost you conversions. Identify blockers pre-launch on staging sites or improve existing user flows on live sites.
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• ‍Video recordings with real insights
  Watch exactly where users hesitate, struggle, or abandon their journey. Back every decision with user feedback and evidence and confidently prioritize your next decisions.‍‍
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Why This Matters

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With live site testing, you get real insights from real user interactions beyond quantitative data.

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The result?

• Better competitive insights and analysis
• Fewer surprises post-launch
• Improved usability
• Higher conversion or adoption rates
• Increased user or customer satisfaction
• Faster, data-backed decisions
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Live site testing is now available for all plans, except for our legacy Individual plan. 

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Already an Optimal user? Log in now to start testing your websites and web apps. 

Not yet using Optimal? Get started with a free trial to try it for yourself.

At Optimal, we know the reality of user research: you've just wrapped up a fantastic interview session, your head is buzzing with insights, and then... you're staring at hours of video footage that somehow needs to become actionable recommendations for your team.

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User interviews and usability sessions are treasure troves of insight, but the reality is reviewing hours of raw footage can be time-consuming, tedious, and easy to overlook important details. Too often, valuable user stories never make it past the recording stage.

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That's why we’re excited to announce the launch of Interviews, a brand-new tool that saves you time with AI and automation, turns real user moments into actionable recommendations, and provides the evidence you need to shape decisions, bring stakeholders on board, and inspire action.

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Interviews, Reimagined

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We surveyed more than 100 researchers, designers, and product managers, conducted discovery interviews, tested prototypes, and ran feedback sessions to help guide the discovery and development of Optimal Interviews.

The result? What once took hours of video review now takes minutes. With Interviews, you get:

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• Instant clarity: Upload your interviews and let AI automatically surface key themes, pain points, opportunities, and other key insights.
  
• Deeper exploration: Ask follow-up questions and anything with AI chat. Every insight comes with supporting video evidence, so you can back up recommendations with real user feedback.
  
• Automatic highlight reels: Generate clips and compilations that spotlight the takeaways that matter.
  
• Real user voices: Turn insight into impact with user feedback clips and videos. Share insights and download clips to drive product and stakeholder decisions.

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Groundbreaking AI at Your Service

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This tool is powered by AI designed for researchers, product owners, and designers. This isn’t just transcription or summarization, it’s intelligence tailored to surface the insights that matter most. It’s like having a personal AI research assistant, accelerating analysis and automating your workflow without compromising quality. No more endless footage scrolling.

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The AI used for Interviews as well as all other AI with Optimal is backed by AWS Amazon Bedrock, ensuring that your AI insights are supported with industry-leading protection and compliance.

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Evolving Optimal Interviews

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A big thank you to our early access users! Your feedback helped us focus on making Optimal Interviews even better. Here's what's new:

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• Speed and easy access to insights: More video clips, instant download, and bookmark options to make sharing findings faster than ever.
• Privacy: Disable video playback while still extracting insights from transcripts and get PII redaction for English audio alongside transcripts and insights.
• Trust: Our enhanced, best-in-class AI chat experience lets teams explore patterns and themes confidently.
• Expanded study capability: You can now upload up to 20 videos per Interviews study.

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What’s Next: The Future of Moderated Interviews in Optimal

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This new tool is just the beginning. Our vision is to help you manage the entire moderated interview process inside Optimal, from recruitment to scheduling to analysis and sharing.

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Here’s what’s coming:

• View your scheduled sessions directly within Optimal. Link up with your own calendar.
  
• Connect seamlessly with Zoom, Google Meet, or Teams.‍‍
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Imagine running your full end-to-end interview workflow, all in one platform. That’s where we’re heading, and Interviews is our first step.
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Ready to Explore?

Interviews is available now for our latest Optimal plans with study limits. Start transforming your footage into minutes of clarity and bring your users’ voices to the center of every decision. We can’t wait to see what you uncover.

‍Get started with Interviews.‍