Over the past year, we've spoken to more than a hundred people about the challenges of running interviews and moderated research.
In a study of 90 researchers, designers, and product owners, 61% said they regularly conduct structured one-on-one interviews. Interviewing is still one of the most valuable methods available, but it still runs into challenges and barriers.
Modern product teams are moving faster than ever, fueled by automation and AI, and research is expected to keep up. But sourcing, screening, scheduling, and managing participants can still slow everything down. Teams need a faster, more scalable way to find qualified participants without trading away quality. Teams need a faster, more scalable way to find qualified participants without sacrificing quality.
And while speed matters, teams told us something equally important: predictability and visibility. You want confidence that recruitment is progressing, participants are being vetted appropriately, and interviews will happen as planned.
One workflow, from recruitment to insight
With Optimal Interviews, you can already schedule sessions, automatically record interview sessions, get automated insights and highlight reels, chat with AI, and store your findings in a central repository. Now moderated recruitment is part of that same flow.
Everything lives in Optimal. The result is less admin, fewer handoffs, more visibility and control over your participants, and a smoother path from research question to actionable insight.
What Moderated Recruitment looks like in Optimal: Predictability, visibility, and control
In this next evolution of recruitment at Optimal, moderated recruitment gives teams greater visibility and control throughout the entire recruitment process.
See exactly where your recruitment stands
The Participant Management tab becomes your central hub for moderated recruitment. From here, you can:
- Create and manage recruitment requests
- Track recruitment and individual participant progress in real time
- View active and previous recruitment orders
Instead of wondering where recruitment stands, you'll always have a clear view of progress.
Review applicants and choose your best fit
As participants apply, you can review potential participants and determine who is the best fit for your study. Each applicant profile includes:
- Characteristics match percentages
- Screener match percentages
- Application dates
- Participant information and profiles
- LinkedIn and social links
- Researcher notes and observations
Get everything you need to make an informed decision. Review individual participant profiles, assess their suitability, and add notes. Choose your best match for your study, and maintain full control over who enters their study.
Communicate directly with participants
Need to follow up with applicants or confirm details before scheduling? Send messages directly from within the platform, no inbox-hopping required.
Scheduling that works seamlessly with your recruitment
Confirmed interviews are automatically added to your Optimal Interviews schedule, reducing admin and helping you stay organized. Everything works alongside your existing integrations so you can easily:
- Add or remove interview sessions from your calendar
- Manage upcoming sessions
- Automatically record interviews
- Keep research activities centralized
The result is a connected workflow that reduces friction from recruitment through to analysis.
Get started with Moderated Recruitment
Research teams are under increasing pressure to deliver insights quickly while maintaining rigor and participant quality. Moderated Recruitment helps strike that balance.
By bringing screening and targeting, participant management, scheduling, interviewing, recording, and insight management together in one platform, teams can spend less time coordinating logistics and more time focusing on insights.
Whether you're conducting customer discovery, concept testing, or usability interviews, Moderated Recruitment helps you move from recruitment to insight faster, with visibility, control, and confidence.
Ready to see it in action? Explore Moderated Recruitment in Optimal Interviews.
Log in to see how it works or book a demo to learn more.

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