From Design to Decision: Unlock Deeper Insights with Video Recording for Prototype Testing

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.

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.‍

Investing in prototype testing and user-focused design isn't just about creating better products—it's a proven strategy to save costs, accelerate timelines, and drive customer loyalty. According to Forrester Research, companies that incorporate prototype testing in their design process can reduce development costs by 33% and cut collaboration time by 25%. UX-focused companies also see products hit the market 50% faster and loyalty rise by 240% (Forrester Research, Nielsen Norman Group)!

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Whether you're refining user flows, testing new concepts, or optimizing your onboarding experience or conversion flows, prototype testing helps ensure your designs hit the mark—before you invest too heavily in the build.

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With those benefits in mind, let's dive into how prototype testing can help you deliver user-centered designs efficiently and effectively. 

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Common Use Cases for Prototype Testing
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1. Test Onboarding and Sign-Up Flows
   How intuitive is your onboarding process? Prototype testing can help identify friction points, ensuring users can navigate and complete sign-ups seamlessly. For example, you can simulate different scenarios to determine whether users can easily register, set up accounts, or retrieve forgotten passwords.
   
   
2. A/B Test Email Designs
   Test different layouts, calls-to-action (CTAs), or visual elements in your email prototypes to discover what resonates best with your audience. Measure metrics like click-through rates or time spent engaging with content to refine your design.
   
   
3. Evaluate User Flows and Wireframes
   Whether you're testing a new feature, redesigning a user journey, or validating a wireframe, prototype testing gives you real-world insights. Observe how users interact with your design and identify areas for improvement before you move to development.
   
   
4. Test Concepts
   Before launching a new idea, validate it through prototype testing. Let users interact with your concept to gauge feasibility and potential impact. This can save time and resources by helping you focus on ideas that resonate.
   
   
5. Evaluate Conversion Flows
   Are users completing purchases or achieving desired outcomes? Use prototype testing to analyze conversion flows and pinpoint where users drop off. From landing pages to payment processes, you can optimize every step for success.
   
   
6. Test User Interfaces (UI)
   Ensure your UI elements—buttons, navigation menus, or forms—are intuitive and accessible. Prototype testing can help you identify design inconsistencies or usability challenges early in the process.
   
   
7. Conduct Usability Tests
   Have a new feature in development? Prototype testing lets you see how users interact with it, revealing insights that can guide refinements and improve overall satisfaction.

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Real-Life Prototype Testing Scenarios

Airline
Imagine your flight has been canceled. Ask how your customers self-service on the airline website to find new flight options. 

Bank
Have a prospect or customer interact with a prototype to open a business account online. Uncover usability issues and streamline the process.

Insurance
Imagine you’re interested in switching car insurance. Explore how intuitive it is for customers to view coverage details in an app, helping insurers improve navigation and accessibility.

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Prototype Testing Analysis & Insights

Optimal’s prototype testing gives you a variety of analysis options to help you to evaluate the effectiveness and usability of your prototypes. Use these to see exactly how users navigate, where they face challenges, and what areas are proving to be successful.
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• Task-based scenarios: Observe how users complete tasks like purchasing a product or updating account settings and set correction paths and destinations.
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• Clickmaps: See how users navigate and locate information. See hits and misses on designated clickable areas, average task completion times, and heatmaps showing where users believed the next steps to be.
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• Task results: Gather insights into how long it took to take a task (time taken), misclicks, directness score (considering backtracks or incorrect pathways), and success score.
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• Participant paths: The Paths tab provides a powerful visualization, including thumbnails, to understand and identify common navigation patterns and potential obstacles participants encounter while completing tasks.
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• Video, audio, and/or screen recording: See how your users interact with and respond to your prototype. Listen to their thought process and pick up on nonverbal cues, like hesitation, frustration, or confusion to pinpoint areas for improvement or exploration.  

Ready to use prototype testing to help your team reduce development costs and get a faster time to market? Get started in your account by creating a new prototype test.

Not yet a user of Optimal? Sign up for a free 7-day trial.