PlaybookUX

PlaybookUX is an all-in-one research platform for recruiting participants, conducting qualitative and quantitative studies, and analyzing results in a single workspace. It supports unmoderated testing, moderated interviews, card sorting, tree testing, surveys, first-click testing, five-second testing, and preference testing, with recordings, transcripts, notes, tags, clips, highlight reels, and reports built in. A central repository lets teams tag, search, and organize insights across projects, and collaboration features include workspaces, folders, live notes, invisible observers, approval flows, roles and permissions, and unlimited seats.

AI features are configurable and can be turned off, covering screener and study script generation, question checking, AI follow-up questions, synthetic participants, executive reports, task summaries, replay summaries, and study import. An API with MCP layer connects PlaybookUX to tools such as Claude, Copilot, ChatGPT, data warehouses, and CRMs. The platform also offers a participant panel with pay-per-use credits, a participant CRM for bringing your own participants, Figma integration, session replays, diary studies, SSO/SAML, and security certifications including SOC 2 Type II, ISO 27701, and ISO 27001.

PlaybookUX is packaged as a self-serve plan with limited features and an annual session limit, expandable through Scale and Pro editions, plus an Enterprise edition with volume pricing, custom contracts, dedicated customer success, and custom onboarding. Panel access is available on a pay-per-use basis, with volume discounts for larger studies.