Setting your details, preferences and goals with the Setup section

Study Name (Required)
The title of your study. This helps you and your team quickly identify the study.

Project & Folder
Choose where to store your study within a project or folder. This helps keep your research organized and easy to navigate.

Study Description (Required)
A clear summary of the study’s purpose, context, or background. This helps collaborators understand what the study is about and why it’s being conducted.

Study Languages
Select one language for your study. This will apply to your entire study and determine the language used to generate transcripts, insights, and citation quotes.

Enter clear, specific goals to guide your study.

These goals will help to surface more relevant insights under the Results section.

Well-defined goals will improve the quality of automated insights, making them more focused.

Learn more.

Camera

Audio Recording

Screen Recording

For live site testing, vibe-coded prototypes, and spoken questions, audio recording will automatically be set to required.

For live site testing or vibe-coded prototypes, screen recording will be automatically set to required.

If screen recording is required, participants completing studies using mobile devices (mobile phones and tablets) will be prompted to download and complete the study using Optimal's Participant app. Learn more about the participant experience.

Password Protection
You can require a password to restrict access to the study. Only participants or users with the password can access the study.
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Participant Identifier
Assign or collect a participant identifier for each user.