Optimal

Find out more about what’s available now and what’s coming next.

An introduction to Interviews and our future roadmap

Learn how to get started in Interviews by uploading your own videos and recorded interviews.

How to create an Interviews study and upload new videos

Learn how to set up your calendar availabilities for interviews and let participants book sessions directly. Customize your email confirmations and messages.

Setting up your Interviews schedule

Learn how to get set up with your video conferencing tool to automatically generate session links and attach links to your scheduled sessions.

Integrating Zoom, Google Meet, and Microsoft Teams with the Optimal Scheduler

Learn how to set up automatic recording for sessions conducted on Zoom, Google Meets, and Microsoft Teams.

How to automatically record interviews with the Optimal Recorder

Learn more about how Interviews work in Optimal and frequently asked questions.

Interviews FAQs

Learn how to connect your Google Calendar or Microsoft Outlook calendar to the Optimal Scheduler.

Connect your Google or Microsoft Outlook calendar to the Optimal Scheduler

Getting started with Interview projects and uploading your videos

Getting started

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Customer stories

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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