The Latest from Optimal Interviews: Automating Insights and Building a Research Repository

A year ago, we looked at the user research market and made a decision.

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We saw product teams shipping faster than ever while research tools stayed stuck in time. We saw researchers drowning in manual work, waiting on vendor emails, stitching together fragmented tools. We heard "should we test this?" followed by "never mind, we already shipped."

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The dominant platforms got comfortable. We didn't.

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Today, we're excited to announce Optimal 3.0, the result of refusing to accept the status quo and building the fresh alternative teams have been asking for.

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The Problem: Research Platforms Haven't Evolved

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The gap between product velocity and research velocity has never been wider. The situation isn't sustainable. And it's not the researcher's fault. The tools are the problem. They’re: 

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• Built for specialists only - Complex interfaces that gatekeep research from the rest of the team
• Fragmented ecosystems - Separate tools for recruitment, testing, and analysis that don't talk to each other
• Data in silos - Insights trapped study-by-study with no way to search across everything
• Zero integration - Platforms that force you to abandon your workflow instead of fitting into it

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These platforms haven't changed because they don't have to, so we set out to challenge them.

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Our Answer: A Complete Ecosystem for Research Velocity

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Optimal 3.0 isn't an incremental update to the old way of doing things. It's a fundamental rethinking of what a research platform should be.

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Research For All, Not Just Researchers.

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For 18 years, we've believed research should be accessible to everyone, not just specialists. Optimal 3.0 takes that principle further.

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Unlimited seats. Zero gatekeeping.

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Designers can validate concepts without waiting for research bandwidth. PMs can test assumptions without learning specialist tools. Marketers can gather feedback without procurement nightmares. Research shouldn't be rationed by licenses or complexity. It should be a shared capability across your entire team.

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A Complete Ecosystem in One Place.

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Stop stitching together point solutions.Optimal 3.0 gives you everything you need in one platform:

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Recruitment Built In Access millions of verified participants worldwide without the vendor tag. Target by demographics, behaviors, and custom screeners. Launch studies in minutes, not days. No endless email chains. No procurement delays.

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Learn more about Recruitment

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Testing That Adapts to You

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• Live Site Testing: Test any URL, your production site, staging, or competitors, without code or developer dependencies
• Prototype Testing: Connect Figma and go from design to insights in minutes
• Mobile Testing: Native screen recordings that capture the real user experience
• Enhanced Traditional Methods: Card sorting, tree testing, first-click tests, the methodologically sound foundations we built our reputation on

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Learn more about Live Site Testing

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AI-Powered Analysis (With Control) Interview analysis used to take weeks. We've reduced it to minutes.

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Our AI automatically identifies themes, surfaces key quotes, and generates summaries, while you maintain full control over the analysis.

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As one researcher told us: "What took me 4 weeks to manually analyze now took me 5 minutes."

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This isn't about replacing researcher judgment. It's about amplifying it. The AI handles the busywork, tagging, organizing, timestamping. You handle the strategic thinking and judgment calls. That's where your value actually lives.

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Learn more about Optimal Interviews

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Chat Across All Your Data Your research data is now conversational.

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Ask questions and get answers instantly, backed by actual video evidence from your studies. Query across multiple Interview studies at once. Share findings with stakeholders complete with supporting clips.

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Every insight comes with the receipts. Because stakeholders don't just need insights, they need proof.

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A Dashboard Built for Velocity See all your studies, all your data, in one place. Track progress across your entire team. Jump from question to insight in seconds. Research velocity starts with knowing what you have.

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Explore the new dashboard

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Integration Layer

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Optimal 3.0 fits your workflow. It doesn't dominate it. We integrate with the tools you already use, Figma, Slack, your existing tech stack, because research shouldn't force you to abandon how you work.

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What Didn't Change: Methodological Rigor

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Here's what we didn't do: abandon the foundations that made teams trust us.

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Card sorting, tree testing, first-click tests, surveys, the methodologically sound tools that Amazon, Google, Netflix, and HSBC have relied on for years are all still here. Better than ever.

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We didn't replace our roots. We built on them.

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18 years of research methodology, amplified by modern AI and unified in a complete ecosystem.

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Why This Matters Now

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Product development isn't slowing down. AI is accelerating everything. Competitors are moving faster. Customer expectations are higher than ever.

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Research can either be a bottleneck or an accelerator.

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The difference is having a platform that:

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• Makes research accessible to everyone (not just specialists)
• Provides a complete ecosystem (not fragmented point solutions)
• Amplifies judgment with AI (instead of replacing it)
• Integrates with workflows (instead of forcing new ones)
• Lets you search across all your data (not trapped in silos)

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Optimal 3.0 is built for research that arrives before the decision is made. Research that shapes products, not just documents them. Research that helps teams ship confidently because they asked users first.

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A Fresh Alternative

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We're not trying to be the biggest platform in the market.

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We're trying to be the best alternative to the clunky tools that have dominated for years.

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Amazon, Google, Netflix, Uber, Apple, Workday, they didn't choose us because we're the incumbent. They chose us because we make research accessible, fast, and actionable.

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"Overall, each release feels like the platform is getting better." — Lead Product Designer at Flo

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"The one research platform I keep coming back to." — G2 Review

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What's Next

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This launch represents our biggest transformation, but it's not the end. It's a new beginning.

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We're continuing to invest in:

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• AI capabilities that amplify (not replace) researcher judgment
• Platform integrations that fit your workflow
• Methodological innovations that maintain rigor while increasing speed
• Features that make research accessible to everyone

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Our goal is simple: make user research so fast and accessible that it becomes impossible not to include users in every decision.

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See What We've Built

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If you're evaluating research platforms and tired of the same old clunky tools, we'd love to show you the alternative.

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Book a demo or start a free trial

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The platform that turns "should we?" into "we did."

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Welcome to Optimal 3.0.

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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.

Since launching Optimal Interviews in December, we've been tracking closely as research, product, and design teams put it to the test. The tool is driving a real transformation in workflows, and we’re energized by the feedback so far.

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• “What took me manually 3 weeks to analyze 4 years ago, with the AI functionality, now took me less than 5 minutes. It’s crazy!”
• “This changes everything for how we work with interview data.”
• “The insights were spot on, and I was impressed by how well the tool understood the themes in the interview.”
• "I tried it for the first time this week. I was impressed by the amount of insights." 

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Optimal Interviews was built to remove the friction from one of research's most time-intensive steps: analyzing interview recordings. With automated transcription, AI-generated insights, highlight reels, summaries, and citations, the tool transforms hours of manual review into something that happens in minutes.

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But we’re not done yet. We’re constantly building and evolving based on your feedback. With the latest releases like automatic recording, every session can now be captured and stored automatically, helping teams build a centralized user research repository and supporting continuous research.

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Here’s a look at how teams are using Optimal Interviews, the latest work in this space, and where we’re headed.
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How Teams Are Using Optimal Interviews

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Researchers across industries are leveraging Optimal Interviews in a variety of ways. Here are just a few examples from current users:

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• Understanding customer interactions with voice assistants and AI to inform user experience and product development.
  
  
• Studying habits, purchasing patterns, and customer frustrations to optimize experiences and conversions.
  
  
• Evaluating how users navigate and interact with customer-facing websites to improve user experience.
  
  
• Gathering feedback from employees about internal tools and systems to improve workplace efficiency and satisfaction.

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Recent Enhancements: New Features for More Automation

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It’s been a busy few months, and we’ve shipped several meaningful updates over the past few months. Here’s what’s new:
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1. Multilanguage Support for Global Research

Optimal Interviews now supports 13 languages, automatically detecting and transcribing interviews in their original languages. AI Chat is also ready to assist your team in these languages, ensuring a seamless experience no matter what language your team is using.
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2. Video Conferencing Integrations

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‍Sync Optimal Interviews with your Google Meet, Zoom, or Microsoft Teams account to automatically generate and attach meeting links to sessions scheduled with the Optimal scheduler.
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3. Automatic Recording

You can choose to automatically record and upload sessions scheduled through Optimal, eliminating the need for manual uploads. Sessions can now be captured and stored automatically, enabling teams to conduct continuous research. Accumulate insights over time in a central repository, where they remain always accessible and ready to be explored further with AI Chat.
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4. Custom Topics

Custom topics allow you to define specific areas of interest for AI to focus on for interview insights. As more recordings are added, the tool will automatically generate insights based on these topics, so you can easily filter and focus on the data that matters most to you.

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What’s Next for Optimal Interviews

Our ultimate goal? To keep finding ways to reduce manual effort. Let Optimal streamline your research workflow, automate time-consuming tasks, and help you build out your qualitative research repository.

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We have a number of significant additions in development, including:
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Calendar Integrations

Sync you and your team’s calendars (Google and Microsoft) with Optimal Interviews so you can easily schedule and sync you and your team’s interview availability. Avoid double booking and get scheduled sessions automatically added to your calendar.

Enhanced Privacy & Messaging System

Interviewers and participants will be able to message each other directly through Optimal. This helps protect personal contact details e.g. email addresses and reduces unintended bias, such as revealing the study creator’s organization. Teams can coordinate, add clarifications, and follow up more efficiently without exposing personal information.
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We'd Love to Hear From You

How are you using Optimal Interviews in your research? What's working well, and what would you like to see us build next?
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And if you're just getting started, our Interviews 101 guide is a great place to begin.

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Want to learn more about how to harness the full potential of Optimal Interviews and AI Chat? Register for this live training.
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Optimal Interviews is updated continuously and shaped with feedback from users. Follow our release notes or share your thoughts via live chat or feature request form to give your feedback and stay in the loop.