# Optimal Help Center > How can we help? ## Usability Testing - [Introduction to Optimal's Usability Testing](http://support.optimalworkshop.com/en/articles/14318833-introduction-to-optimal-s-usability-testing.md): Conduct mixed method or multi-method research. Learn how to use Optimal's Usability Testing tool to test prototype testing, live site testing, and surveys in a single study. - [Setting your details, preferences, goals, and branding with the Setup section](http://support.optimalworkshop.com/en/articles/14468060-setting-your-details-preferences-goals-and-branding-with-the-setup-section.md): Learn about the Setup section under your Optimal Usability Test. - [Best practices for writing study goals](http://support.optimalworkshop.com/en/articles/14468107-best-practices-for-writing-study-goals.md): Get best practices and tips for writing study goals to inform the Results section of Usability Testing with Optimal. - [Use Participant Profiles for recruitment with Optimal Panels for Usability Testing](http://support.optimalworkshop.com/en/articles/15652423-use-participant-profiles-for-recruitment-with-optimal-panels-for-usability-testing.md): Learn about using Optimal panels to recruit participants for a Usability Testing study. - [Participant Profiles FAQs](http://support.optimalworkshop.com/en/articles/16103132-participant-profiles-faqs.md): Learn about how to use profiles in Optimal Panels in Usability Testing. - [Building a study with the Build section](http://support.optimalworkshop.com/en/articles/14468128-building-a-study-with-the-build-section.md): Learn how to build a study from start to finish. - [Adding a Figma prototype test to Optimal's Usability Testing tool](http://support.optimalworkshop.com/en/articles/14650320-adding-a-figma-prototype-test-to-optimal-s-usability-testing-tool.md): Learn how to get set up and run a Figma prototype test as part of Optimal's Usability Testing tool.​ - [Adding a live site or vibe-coded prototype test to Optimal's Usability Testing tool](http://support.optimalworkshop.com/en/articles/15026901-adding-a-live-site-or-vibe-coded-prototype-test-to-optimal-s-usability-testing-tool.md): Follow these steps to set up and run a live site test or AI prototype test as part of Optimal's Usability Testing tool. - [How to write effective tasks for usability testing](http://support.optimalworkshop.com/en/articles/15337405-how-to-write-effective-tasks-for-usability-testing.md): Get tips and best practices for writing effective tasks - [Adding a survey to Optimal's Usability Testing tool](http://support.optimalworkshop.com/en/articles/15051369-adding-a-survey-to-optimal-s-usability-testing-tool.md) - [Getting started as a participant with an Optimal Usability Test](http://support.optimalworkshop.com/en/articles/15178296-getting-started-as-a-participant-with-an-optimal-usability-test.md): Learn how to get set up and what to expect as a participant when taking an Optimal Usability Test - [Getting started with supported browsers and operating systems](http://support.optimalworkshop.com/en/articles/15337453-getting-started-with-supported-browsers-and-operating-systems.md): Set up a browser and OS for Optimal's Usability Testing and get tips for troubleshooting - [Privacy and security for video recordings](http://support.optimalworkshop.com/en/articles/15337460-privacy-and-security-for-video-recordings.md): Find out more about the technology, privacy, and security in place behind video recording. - [Overview of Optimal's Usability Testing results](http://support.optimalworkshop.com/en/articles/15051368-overview-of-optimal-s-usability-testing-results.md): Learn more about the Results section in Optimal's Usability Testing tool, including summary & key themes, sessions, and regenerating results. - [An overview of Sessions in Usability Testing](http://support.optimalworkshop.com/en/articles/16534398-an-overview-of-sessions-in-usability-testing.md): Learn about your options under the Sessions section in Usability Testing. - [Reviewing Figma prototype test results in Optimal's Usability Tool](http://support.optimalworkshop.com/en/articles/15075718-reviewing-figma-prototype-test-results-in-optimal-s-usability-tool.md): Learn more about Figma prototype test results in Optimal's Usability Tool. - [Reviewing live site or AI prototype test results in Optimal's Usability Testing tool](http://support.optimalworkshop.com/en/articles/15063320-reviewing-live-site-or-ai-prototype-test-results-in-optimal-s-usability-testing-tool.md): Learn what results and insights to expect with live site tests and AI prototype tests in Optimal's Usability Testing tool. - [Reviewing survey results in Optimal's Usability Testing tool](http://support.optimalworkshop.com/en/articles/15076853-reviewing-survey-results-in-optimal-s-usability-testing-tool.md): Learn what to expect with surveys in Optimal's Usability Testing tool. - [Downloading participant session data](http://support.optimalworkshop.com/en/articles/15788931-downloading-participant-session-data.md): Learn how to download your Usability Testing participant session data. ## Prototype testing - [Building a prototype test with the Study Flow](http://support.optimalworkshop.com/en/articles/10744503-building-a-prototype-test-with-the-study-flow.md): Learn how to build and manage your prototype testing study from start to finish with the Study Flow tab. - [Adding pre and post-study questions in prototype testing](http://support.optimalworkshop.com/en/articles/9690349-adding-pre-and-post-study-questions-in-prototype-testing.md): Learn about the different question types available to use in Optimal. - [How to simplify questions with AI](http://support.optimalworkshop.com/en/articles/11014984-how-to-simplify-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions. - [How to write effective tasks for prototype testing](http://support.optimalworkshop.com/en/articles/9689728-how-to-write-effective-tasks-for-prototype-testing.md): Learn how to write effective tasks for prototype testing - [Adding tasks to your prototype test](http://support.optimalworkshop.com/en/articles/9684897-adding-tasks-to-your-prototype-test.md): Create tasks for your participants to complete in a prototype test. - [How to build a prototype test using images](http://support.optimalworkshop.com/en/articles/9684791-how-to-build-a-prototype-test-using-images.md): Learn how to create a prototype test from scratch with Optimal. - [Considerations for mobile testing for prototypes](http://support.optimalworkshop.com/en/articles/10715820-considerations-for-mobile-testing-for-prototypes.md): Learn more about testing prototypes on a mobile device or testing mobile experiences. - [Adding logic to your screener, pre-, and post- study questions](http://support.optimalworkshop.com/en/articles/11595022-adding-logic-to-your-screener-pre-and-post-study-questions.md): Learn how to add display and branching logic to your study questions. - [Preparing your Figma file for testing with participants](http://support.optimalworkshop.com/en/articles/9705812-preparing-your-figma-file-for-testing-with-participants.md): How to optimise your Figma file for the best results - [How to import a private or password-protected Figma file to Optimal](http://support.optimalworkshop.com/en/articles/9798345-how-to-import-a-private-or-password-protected-figma-file-to-optimal.md): Learn how to import a Figma file to Optimal - [How to import your Figma prototype for testing](http://support.optimalworkshop.com/en/articles/9684627-how-to-import-your-figma-prototype-for-testing.md): Learn how to set up a Prototype test using a Figma prototype with participants and uncover potential usability issues in hours. - [Which Figma interactions and media does Optimal support](http://support.optimalworkshop.com/en/articles/9789019-which-figma-interactions-and-media-does-optimal-support.md): Understand how to set up Figma interactions for Prototype testing. - [Resyncing your Figma file](http://support.optimalworkshop.com/en/articles/9790059-resyncing-your-figma-file.md): Learn how to resync your file to Figma, and understand what happens if you update your Figma file with or without resyncing. - [Why does Optimal Workshop need Figma access?](http://support.optimalworkshop.com/en/articles/9894165-why-does-optimal-workshop-need-figma-access.md) - [Testing Figma Make with Optimal](http://support.optimalworkshop.com/en/articles/13425444-testing-figma-make-with-optimal.md): Learn how to test an experience created with Figma Make with Optimal's prototype testing and live site testing tools. - [Troubleshooting Figma](http://support.optimalworkshop.com/en/articles/10207825-troubleshooting-figma.md): If you’re experiencing issues with your Figma import, check out this list of common errors to identify what needs to be updated. - [Introduction to video recording and our future roadmap](http://support.optimalworkshop.com/en/articles/10207759-introduction-to-video-recording-and-our-future-roadmap.md): Find out more about what’s available now and what’s coming next. - [How to enable or disable video recordings for your organization](http://support.optimalworkshop.com/en/articles/10207789-how-to-enable-or-disable-video-recordings-for-your-organization.md): Learn how to set your preferences for video recordings. - [How to set up a video recording with a prototype test](http://support.optimalworkshop.com/en/articles/10207761-how-to-set-up-a-video-recording-with-a-prototype-test.md): Learn about setting up your recording preferences and video recording limits - [Setting your preferences for mobile participants](http://support.optimalworkshop.com/en/articles/10454501-setting-your-preferences-for-mobile-participants.md): Learn more about the available options for recording mobile participants for prototype testing. - [Getting started as a participant with video recording](http://support.optimalworkshop.com/en/articles/10207780-getting-started-as-a-participant-with-video-recording.md): Learn how to get set up and what to expect as a participant when taking a prototype test with video recording. - [Getting started with supported browsers and operating systems](http://support.optimalworkshop.com/en/articles/10207788-getting-started-with-supported-browsers-and-operating-systems.md): Set up a browser and OS for video recording and get tips for troubleshooting - [Privacy and security for video recording](http://support.optimalworkshop.com/en/articles/10207779-privacy-and-security-for-video-recording.md): Find out more about the technology, privacy, and security in place behind video recording. - [How to analyze and download your video recording results](http://support.optimalworkshop.com/en/articles/10207790-how-to-analyze-and-download-your-video-recording-results.md): Find out more about analyzing, viewing, and downloading your video recordings. - [Video recording FAQs](http://support.optimalworkshop.com/en/articles/10271139-video-recording-faqs.md): Find out more about video recording in Optimal and frequently asked questions. - [How to analyze your prototype test results](http://support.optimalworkshop.com/en/articles/9705997-how-to-analyze-your-prototype-test-results.md): Learn about the usability metrics available with prototype testing. - [Segment your participant data in Prototype tests](http://support.optimalworkshop.com/en/articles/9710128-segment-your-participant-data-in-prototype-tests.md): Learn how to segment, include and exclude participants in your results. ## Live site testing - [An introduction to live site testing and our future roadmap](http://support.optimalworkshop.com/en/articles/12884929-an-introduction-to-live-site-testing-and-our-future-roadmap.md): Find out more about what’s available now and what’s coming next. - [Setting up a live site test and tasks with the Study Flow](http://support.optimalworkshop.com/en/articles/12885028-setting-up-a-live-site-test-and-tasks-with-the-study-flow.md): Learn how to build a live site test with tasks and questions. - [How to set up camera recording settings for a live site test](http://support.optimalworkshop.com/en/articles/12885322-how-to-set-up-camera-recording-settings-for-a-live-site-test.md): Learn about setting up your recording preferences and video recording limits. - [How to write effective tasks for live site testing](http://support.optimalworkshop.com/en/articles/12886355-how-to-write-effective-tasks-for-live-site-testing.md): Learn how to write effective tasks for live site testing - [How to simplify questions and live site tasks with AI](http://support.optimalworkshop.com/en/articles/12885492-how-to-simplify-questions-and-live-site-tasks-with-ai.md): Use Optimal's AI Simplify feature to refine your live site tasks and questions. - [Adding logic to your questions](http://support.optimalworkshop.com/en/articles/12885536-adding-logic-to-your-questions.md): Learn how to add display and branching logic to your study questions. - [Live site testing FAQs](http://support.optimalworkshop.com/en/articles/12886623-live-site-testing-faqs.md): Find out more about live site testing in Optimal and frequently asked questions. - [Getting started with supported browsers and operating systems](http://support.optimalworkshop.com/en/articles/12886476-getting-started-with-supported-browsers-and-operating-systems.md): Set up a browser and OS for live site testing and get tips for troubleshooting - [Getting started as a participant with live site testing](http://support.optimalworkshop.com/en/articles/12886416-getting-started-as-a-participant-with-live-site-testing.md): Learn how to get set up and what to expect as a participant when taking a live site test. - [Join an Optimal study on your mobile device](http://support.optimalworkshop.com/en/articles/12618619-join-an-optimal-study-on-your-mobile-device.md): Learn more about using the Optimal Participant app to take a live site or prototype test. - [How to view and download your video recordings](http://support.optimalworkshop.com/en/articles/12886649-how-to-view-and-download-your-video-recordings.md): Find out more about reviewing and downloading your video recordings. - [Results and analytics](http://support.optimalworkshop.com/en/articles/12894964-results-and-analytics.md): Learn about the insights available under the Results tab in live site testing. - [Privacy and security for video recordings](http://support.optimalworkshop.com/en/articles/12886643-privacy-and-security-for-video-recordings.md): Find out more about the technology, privacy, and security in place behind video recording. ## Card sorting - [Guide to using session replay](http://support.optimalworkshop.com/en/articles/9157908-guide-to-using-session-replay.md): Learn how to turn on session replay for card sorts, view participant recordings, and more. - [Placing your categories in categories of their own](http://support.optimalworkshop.com/en/articles/4536691-placing-your-categories-in-categories-of-their-own.md): Can participants categorise the categories they are creating in a card sort? - [Participants adding cards to your card sort](http://support.optimalworkshop.com/en/articles/4528974-participants-adding-cards-to-your-card-sort.md): Can participants add cards to a card sort as well as creating categories? - [Add or import cards to your card sort](http://support.optimalworkshop.com/en/articles/2626845-add-or-import-cards-to-your-card-sort.md): Create cards or import labels from a spreadsheet, add descriptions and images, and customize which cards are shown. - [How to write effective card labels](http://support.optimalworkshop.com/en/articles/2626925-how-to-write-effective-card-labels.md): Learn how to create cards that will help you get useful insights from your participants. - [Create categories for a closed or hybrid card sort](http://support.optimalworkshop.com/en/articles/3855871-create-categories-for-a-closed-or-hybrid-card-sort.md): Learn how to create categories, add category descriptions, and set category card and name settings. - [Add messages and instructions to your study](http://support.optimalworkshop.com/en/articles/3855879-add-messages-and-instructions-to-your-study.md): Write personalized welcome, thank you and instructional messages to your participants and add a redirect URL to your study. - [Add participant screening questions](http://support.optimalworkshop.com/en/articles/3855989-add-participant-screening-questions.md): To make sure your participants meet your criteria you can set screening questions at the start of your study. - [Add pre- and post-study questions](http://support.optimalworkshop.com/en/articles/3855979-add-pre-and-post-study-questions.md): Learn how to add pre- and post-study questions to your card sort and the different types of questions we offer. - [How to simplify questions with AI](http://support.optimalworkshop.com/en/articles/11014977-how-to-simplify-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions. - [Building a card sort with the Study Flow](http://support.optimalworkshop.com/en/articles/10744465-building-a-card-sort-with-the-study-flow.md): Learn how to build and manage your card sorting study from start to finish with the Study Flow tab. - [Upload images to messages and questions](http://support.optimalworkshop.com/en/articles/3855986-upload-images-to-messages-and-questions.md): How to use the Image Manager to add images to your study messages and questions. - [Choose between an open, closed, or hybrid card sort](http://support.optimalworkshop.com/en/articles/2626850-choose-between-an-open-closed-or-hybrid-card-sort.md): Learn about the three types of card sorts, when to use them, and the results you'll see. - [Customize participant options in cards and categories tabs](http://support.optimalworkshop.com/en/articles/2626844-customize-participant-options-in-cards-and-categories-tabs.md): Learn about why you might want all participants to sort all cards and name all categories before finishing. - [Run a closed sort to prioritize content](http://support.optimalworkshop.com/en/articles/3184164-run-a-closed-sort-to-prioritize-content.md): Learn which items your participants would prioritize based on a given criteria in a card sort. - [Adding logic to your screener, pre-, and post- study questions](http://support.optimalworkshop.com/en/articles/11595017-adding-logic-to-your-screener-pre-and-post-study-questions.md): Learn how to add display and branching logic to your study questions. - [Segment your participant data in card sorting](http://support.optimalworkshop.com/en/articles/2626854-segment-your-participant-data-in-card-sorting.md): Review your participants, segment results based on question response, participant ID or identifier, URL tags and categories created. - [How to use the Cards tab](http://support.optimalworkshop.com/en/articles/2626927-how-to-use-the-cards-tab.md): See at a glance where your participants placed each card in the Cards tab. - [Understand and standardize categories](http://support.optimalworkshop.com/en/articles/2626879-understand-and-standardize-categories.md): Learn how to interpret the card sorting data from your participants and how to standardize categories they've created. - [Interpret dendrograms for open and hybrid card sorts](http://support.optimalworkshop.com/en/articles/2626862-interpret-dendrograms-for-open-and-hybrid-card-sorts.md): Learn how to interpret the 2 different dendrograms in your open and hybrid card sorts and the main differences between them. - [Understand the similarity matrix](http://support.optimalworkshop.com/en/articles/2626857-understand-the-similarity-matrix.md): Learn how to use the similarity matrix to get a quick insight into cards your participants paired together. - [Interpret the participant-centric analysis \(PCA\)](http://support.optimalworkshop.com/en/articles/2626877-interpret-the-participant-centric-analysis-pca.md): Learn how to read the participant-centric analysis visualization to help you see the three most popular participant IAs. - [Interpret the standardization grid for open and hybrid card sorts](http://support.optimalworkshop.com/en/articles/2626931-interpret-the-standardization-grid-for-open-and-hybrid-card-sorts.md): Learn how to read the standardization grid for open and hybrid card sorts to see common patterns in your data. - [Interpret the results matrix for closed card sorts](http://support.optimalworkshop.com/en/articles/2626942-interpret-the-results-matrix-for-closed-card-sorts.md): Learn how to read the results matrix so you can see the number of times each card was sorted into categories by your participants. - [Using the 3D cluster view \(3DCV\) visualization](http://support.optimalworkshop.com/en/articles/3153259-using-the-3d-cluster-view-3dcv-visualization.md): Learn how to interpret the card sorting 3D cluster view on the results tab and how it compares to other analysis methods. - [Download your card sorting results as spreadsheets](http://support.optimalworkshop.com/en/articles/2626934-download-your-card-sorting-results-as-spreadsheets.md) ## Tree testing - [Add or import labels to your tree](http://support.optimalworkshop.com/en/articles/3852021-add-or-import-labels-to-your-tree.md): Write your tree labels manually or import your information architecture from a spreadsheet. - [Create tasks and set answers](http://support.optimalworkshop.com/en/articles/3852036-create-tasks-and-set-answers.md): Create the tasks your participants will complete, select the correct answers from your tree and create post-task questions. - [How to set objectives for tree testing](http://support.optimalworkshop.com/en/articles/2626836-how-to-set-objectives-for-tree-testing.md) - [Building a tree test with the Study Flow](http://support.optimalworkshop.com/en/articles/10744671-building-a-tree-test-with-the-study-flow.md): Learn how to build and manage your tree testing study from start to finish with the Study Flow tab. - [Add messages and instructions to your tree test](http://support.optimalworkshop.com/en/articles/3852053-add-messages-and-instructions-to-your-tree-test.md): Write personalized welcome, thank you and instructional messages to your participants and add a redirect URL to your study. - [Add pre- and post-study questions](http://support.optimalworkshop.com/en/articles/3852071-add-pre-and-post-study-questions.md): Learn how to add pre- and post-study questions and the different types of questions we offer. - [How to simplify questions with AI](http://support.optimalworkshop.com/en/articles/11014982-how-to-simplify-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions. - [Add participant screening questions](http://support.optimalworkshop.com/en/articles/3852076-add-participant-screening-questions.md): To make sure your participants meet your criteria you can set screening questions at the start of your study. - [When to use tree testing](http://support.optimalworkshop.com/en/articles/2626851-when-to-use-tree-testing.md): Learn when to use tree testing in the design process. - [Adding logic to your screener, pre-, and post- study questions](http://support.optimalworkshop.com/en/articles/11483905-adding-logic-to-your-screener-pre-and-post-study-questions.md): Learn how to add display and branching logic to your study questions. - [Understand the First click tab in tree testing](http://support.optimalworkshop.com/en/articles/7226295-understand-the-first-click-tab-in-tree-testing.md): Learn how to interpret the data in the First click tab. - [Segment your participant data in tree testing](http://support.optimalworkshop.com/en/articles/2626838-segment-your-participant-data-in-tree-testing.md): Review, include or exclude your participants. Filter and segment your results based on identifiers, URL tokens, and question responses. - [How to interpret the Task results tab in tree testing](http://support.optimalworkshop.com/en/articles/2626846-how-to-interpret-the-task-results-tab-in-tree-testing.md): Learn how to interpret the different kinds of task scores in tree testing. - [Understand the Paths tab in tree testing](http://support.optimalworkshop.com/en/articles/2626840-understand-the-paths-tab-in-tree-testing.md): Figure out where your participants went during each of your tasks and if they were successful. - [Understand the Pietree in tree testing](http://support.optimalworkshop.com/en/articles/2626843-understand-the-pietree-in-tree-testing.md): The pietree provides an overview of tree testing results and lets you see, at a glance, where an IA works and where it doesn’t. - [Compare task results in tree testing](http://support.optimalworkshop.com/en/articles/5105159-compare-task-results-in-tree-testing.md): Compare two tasks from two different tree tests without leaving the results page - [Understand the Destinations tab in tree testing](http://support.optimalworkshop.com/en/articles/2626907-understand-the-destinations-tab-in-tree-testing.md): Learn how to interpret the destinations table to see where your participants ended up for each task. - [Download your tree testing results as a spreadsheet](http://support.optimalworkshop.com/en/articles/2626834-download-your-tree-testing-results-as-a-spreadsheet.md): You can download your tree testing results in both filtered and uncut versions. ## Interviews - [An introduction to Interviews and our future roadmap](http://support.optimalworkshop.com/en/articles/12078720-an-introduction-to-interviews-and-our-future-roadmap.md): Find out more about what’s available now and what’s coming next. - [How to create an Interviews study and upload new videos](http://support.optimalworkshop.com/en/articles/12078731-how-to-create-an-interviews-study-and-upload-new-videos.md): Learn how to get started in Interviews by uploading your own videos and recorded interviews. - [Setting up your Interviews schedule](http://support.optimalworkshop.com/en/articles/13173197-setting-up-your-interviews-schedule.md): Learn how to set up your calendar availabilities for interviews and let participants book sessions directly. Customize your email confirmations and messages. - [Integrating Zoom, Google Meet, and Microsoft Teams with the Optimal Scheduler](http://support.optimalworkshop.com/en/articles/14160436-integrating-zoom-google-meet-and-microsoft-teams-with-the-optimal-scheduler.md): Learn how to get set up with your video conferencing tool to automatically generate session links and attach links to your scheduled sessions. - [Connect your Google or Microsoft Outlook calendar to the Optimal Scheduler](http://support.optimalworkshop.com/en/articles/14606767-connect-your-google-or-microsoft-outlook-calendar-to-the-optimal-scheduler.md): Learn how to connect your Google Calendar or Microsoft Outlook calendar to the Optimal Scheduler. - [How to automatically record interviews with the Optimal Recorder](http://support.optimalworkshop.com/en/articles/14053681-how-to-automatically-record-interviews-with-the-optimal-recorder.md): Learn how to set up automatic recording for sessions conducted on Zoom, Google Meets, and Microsoft Teams. - [Interviews FAQs](http://support.optimalworkshop.com/en/articles/12078730-interviews-faqs.md): Learn more about how Interviews work in Optimal and frequently asked questions. - [An overview of AI Insights, Summaries, and Topics in Interviews](http://support.optimalworkshop.com/en/articles/12078755-an-overview-of-ai-insights-summaries-and-topics-in-interviews.md): Learn more about the Insights section under Interviews. - [How to use AI Chat](http://support.optimalworkshop.com/en/articles/12078758-how-to-use-ai-chat.md): Learn how to get started and use AI Chat to dig deeper into your interview insights. - [Best practices for using AI Chat](http://support.optimalworkshop.com/en/articles/12999064-best-practices-for-using-ai-chat.md): Learn how to get the most out of AI Chat in Interviews and tips for asking great questions. - [How AI works in Interviews](http://support.optimalworkshop.com/en/articles/12078763-how-ai-works-in-interviews.md): Learn about the AI technology used to generate Insights in Optimal - [Data, privacy, and security considerations for AI in Interviews](http://support.optimalworkshop.com/en/articles/12078766-data-privacy-and-security-considerations-for-ai-in-interviews.md): Learn about the measures in place to keep your data secure and private. - [Our AI guiding principles](http://support.optimalworkshop.com/en/articles/12078772-our-ai-guiding-principles.md): Learn about our approach to incorporating AI capabilities into Optimal. - [How to use the redaction editor in Interviews](http://support.optimalworkshop.com/en/articles/16549216-how-to-use-the-redaction-editor-in-interviews.md): Give your team control over sensitive interview data. - [A guide to highlight reels in Optimal](http://support.optimalworkshop.com/en/articles/12078775-a-guide-to-highlight-reels-in-optimal.md): Get quick guidance for accessing and using highlight reels. - [How transcripts work in Optimal](http://support.optimalworkshop.com/en/articles/12078776-how-transcripts-work-in-optimal.md): Learn about AI generated transcripts in Optimal Interviews. - [Viewing and downloading your uploaded videos](http://support.optimalworkshop.com/en/articles/12329810-viewing-and-downloading-your-uploaded-videos.md): Learn more about your options for reviewing your videos once they've been uploaded to Optimal Interviews. - [Downloading and sharing](http://support.optimalworkshop.com/en/articles/12078777-downloading-and-sharing.md): Learn how to share and download key takeaways and user clips to inform product and stakeholder decisions. ## Surveys - [Building a survey with the Study Flow](http://support.optimalworkshop.com/en/articles/10744704-building-a-survey-with-the-study-flow.md): Learn how to build and manage your survey from start to finish with the Study Flow tab. - [How to simplify your survey questions with AI](http://support.optimalworkshop.com/en/articles/10625789-how-to-simplify-your-survey-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your survey questions. - [Add messages and instructions to your study](http://support.optimalworkshop.com/en/articles/3857732-add-messages-and-instructions-to-your-study.md): Write personalized welcome and thank you messages to your participants, and a redirect URL to your study. - [Add participant screening questions](http://support.optimalworkshop.com/en/articles/3857737-add-participant-screening-questions.md): To make sure your participants meet your criteria you can set screening questions at the start of your study. - [Add questions to your survey](http://support.optimalworkshop.com/en/articles/3857726-add-questions-to-your-survey.md): Learn about different question types, how to write effective questions and how to add logic. - [Adding AI moderated questions to Surveys](http://support.optimalworkshop.com/en/articles/14318048-adding-ai-moderated-questions-to-surveys.md): Learn about how AI moderated questions work in Surveys. - [Best practices for Goals in AI moderated questions](http://support.optimalworkshop.com/en/articles/15558679-best-practices-for-goals-in-ai-moderated-questions.md): Learn more about writing an effective goal for AI Moderated Questions in Surveys. - [Adding logic to your survey questions](http://support.optimalworkshop.com/en/articles/11483908-adding-logic-to-your-survey-questions.md): Learn how to add display and branching logic to your survey questions. - [Display logic: Setup & key considerations](http://support.optimalworkshop.com/en/articles/11638952-display-logic-setup-key-considerations.md): Understand how display logic works across your study and get tips for setup and troubleshooting. - [How to build an accessible survey](http://support.optimalworkshop.com/en/articles/6834016-how-to-build-an-accessible-survey.md): Tips on creating an accessible survey in Optimal - [Filter your data in Surveys](http://support.optimalworkshop.com/en/articles/2626875-filter-your-data-in-surveys.md): Review your participants and their responses. Filter and segment your results based on identifiers, URL tokens, and question responses. - [Download your Survey results into a spreadsheet](http://support.optimalworkshop.com/en/articles/2626876-download-your-survey-results-into-a-spreadsheet.md): Learn how to download your filtered or uncut Survey results in a spreadsheet. - [How Automated Insights Work in Optimal](http://support.optimalworkshop.com/en/articles/12273547-how-automated-insights-work-in-optimal.md): Discover automated insights from your survey responses, as well as pre- and post-study and post-task questions. ## First-click testing - [Add tasks to your first-click test](http://support.optimalworkshop.com/en/articles/3856505-add-tasks-to-your-first-click-test.md): Learn how to add tasks to your first-click test and how to write a good task. - [Upload images for tasks in first-click testing](http://support.optimalworkshop.com/en/articles/3856519-upload-images-for-tasks-in-first-click-testing.md): Learn about the types of images to upload for your tasks and see a demo study that tests a wireframe. - [Building a first-click test with the Study Flow](http://support.optimalworkshop.com/en/articles/10744515-building-a-first-click-test-with-the-study-flow.md): Learn how to build and manage your first-click testing study from start to finish with the Study Flow tab. - [Add messages and instructions to your study](http://support.optimalworkshop.com/en/articles/3856531-add-messages-and-instructions-to-your-study.md): Write personalized messages to your participants, personalized instructions to your study, and add redirect URLs to your study. - [Add pre- and post-study questions](http://support.optimalworkshop.com/en/articles/3856549-add-pre-and-post-study-questions.md): Learn about different question types as well as how to add logic to your questions and identify participants. - [How to simplify questions with AI](http://support.optimalworkshop.com/en/articles/11014983-how-to-simplify-questions-with-ai.md): Use Optimal's AI Simplify feature to refine your screening, pre- and post-study questions. - [Import images from Figma in first-click testing](http://support.optimalworkshop.com/en/articles/8889267-import-images-from-figma-in-first-click-testing.md): Learn how to import images from Figma in first-click testing with this step by step guide. - [Adding logic to your screener, pre-, and post- study questions](http://support.optimalworkshop.com/en/articles/11595018-adding-logic-to-your-screener-pre-and-post-study-questions.md): Learn how to add display and branching logic to your study questions. - [Segment your participant data in first-click testing](http://support.optimalworkshop.com/en/articles/2626865-segment-your-participant-data-in-first-click-testing.md): Review participants first-click tests. Segment results based on question response, participant ID, URL tags and task results. - [Interpret the different clickmaps in first-click testing](http://support.optimalworkshop.com/en/articles/2626892-interpret-the-different-clickmaps-in-first-click-testing.md): Learn about the different kinds of clickmaps in first-click testing and when you'd want to use them. - [Download your first-click testing results as spreadsheets and PDFs](http://support.optimalworkshop.com/en/articles/2626867-download-your-first-click-testing-results-as-spreadsheets-and-pdfs.md): You can download your first-click testing results in the Downloads tab in different formats. ## Qualitative insights - [Set up your study and create sessions](http://support.optimalworkshop.com/en/articles/5743310-set-up-your-study-and-create-sessions.md): How set up your Qualitative Insights study and create sessions - [Add discussion points or tasks in the Discussion Guide](http://support.optimalworkshop.com/en/articles/5743389-add-discussion-points-or-tasks-in-the-discussion-guide.md): How to set up tasks, questions and discussion points and use them as a guide during sessions - [Add and manage tags](http://support.optimalworkshop.com/en/articles/5743394-add-and-manage-tags.md): How to manage and set up tags - [Collaborate with team members and invite guest notetakers](http://support.optimalworkshop.com/en/articles/6247396-collaborate-with-team-members-and-invite-guest-notetakers.md): How to collaborate with team members and invite guest notetakers to your Qualitative Insights study - [Take notes and capture observations](http://support.optimalworkshop.com/en/articles/5743332-take-notes-and-capture-observations.md): How to capture observations in the Qualitative Insights tool - [Review, tidy and structure your observations after the session](http://support.optimalworkshop.com/en/articles/5743346-review-tidy-and-structure-your-observations-after-the-session.md): How to review your observation and prepare them for analysis in the Qualitative Insights tool - [How to import observations into the Qualitative Insights tool](http://support.optimalworkshop.com/en/articles/8433648-how-to-import-observations-into-the-qualitative-insights-tool.md): Import observations into our Qualitative Insights tool using copy and paste or our CSV file template. - [How to import transcripts into Qualitative Insights](http://support.optimalworkshop.com/en/articles/9266750-how-to-import-transcripts-into-qualitative-insights.md): Learn how to import interview transcripts into our Qualitative Insights tool to easily create and tag observations. - [Analyze your observations with the affinity map](http://support.optimalworkshop.com/en/articles/5743315-analyze-your-observations-with-the-affinity-map.md): An overview of analyzing observations using affinity map in the Qualitative Insights tool - [Read and edit observations on the affinity map](http://support.optimalworkshop.com/en/articles/5746772-read-and-edit-observations-on-the-affinity-map.md): How to read and edit observations on the affinity map in the Qualitative Insights tool - [Move observations into groups](http://support.optimalworkshop.com/en/articles/5746697-move-observations-into-groups.md): How to group observations in the Qualitative Insights tool - [Speed up your grouping with search and filters](http://support.optimalworkshop.com/en/articles/5746699-speed-up-your-grouping-with-search-and-filters.md): How to use search and filters for faster and more effective analysis on the affinity map in the Qualitative Insights tool - [Review your affinity map groups in table view](http://support.optimalworkshop.com/en/articles/5806235-review-your-affinity-map-groups-in-table-view.md): After creating your observation groups, you can review them in one place - [Explore data with advanced filters in the Theme builder tab](http://support.optimalworkshop.com/en/articles/6042468-explore-data-with-advanced-filters-in-the-theme-builder-tab.md): Learn how to use the theme builder and chord diagram in Qualitative Insights tool to explore data and save themes - [Download your raw data or affinity map](http://support.optimalworkshop.com/en/articles/5743325-download-your-raw-data-or-affinity-map.md): How to export and download raw data and the affinity map - [Create an Insight in Qualitative Insights](http://support.optimalworkshop.com/en/articles/9831537-create-an-insight-in-qualitative-insights.md): Learn how to create and edit a new Insight in Optimal. - [Analyzing & sharing your Insights](http://support.optimalworkshop.com/en/articles/9847002-analyzing-sharing-your-insights.md): Learn about the flexible viewing options for Insights and how to communicate them with stakeholders - [Insights FAQs](http://support.optimalworkshop.com/en/articles/10092696-insights-faqs.md): Learn more about how Insights work in Optimal and frequently asked questions. ## Participant recruitment - [Best practices for creating Optimal studies for high-quality results](http://support.optimalworkshop.com/en/articles/10089815-best-practices-for-creating-optimal-studies-for-high-quality-results.md): Follow these best practices to ensure your Optimal studies are set up - [How many participants you need for reliable results](http://support.optimalworkshop.com/en/articles/9679633-how-many-participants-you-need-for-reliable-results.md) - [How to recruit top-quality participants](http://support.optimalworkshop.com/en/articles/9360148-how-to-recruit-top-quality-participants.md): Follow these hot tips to ensure you recruit top-quality participants when using Optimal Workshop's recruitment services - [Get started with Optimal Recruitment - Specialized Audiences](http://support.optimalworkshop.com/en/articles/9462865-get-started-with-optimal-recruitment-specialized-audiences.md): Read on to learn how to get started, what to expect next, how to prepare your study, and how to ensure high-quality participants. - [Use screening questions with Optimal Recruitment](http://support.optimalworkshop.com/en/articles/3509771-use-screening-questions-with-optimal-recruitment.md): Learn how to use screening questions and what happens if participants are being rejected from your study. - [Recruit your own participants](http://support.optimalworkshop.com/en/articles/9206840-recruit-your-own-participants.md): Use your own channels to recruit participants for your studies - [How to get consent from your participants](http://support.optimalworkshop.com/en/articles/5558484-how-to-get-consent-from-your-participants.md): Find out how to make sure that your participants understand your privacy policy - [Using external parameters or a recruitment provider](http://support.optimalworkshop.com/en/articles/9360261-using-external-parameters-or-a-recruitment-provider.md): Capture external information about your participants, or integrate with an external recruitment panel. - [Replace low-quality participants for free](http://support.optimalworkshop.com/en/articles/9360190-replace-low-quality-participants-for-free.md): We will replace any low-quality participants received via Optimal Recruitment services, free of charge. - [Why we include the results of 'Abandoned' participants](http://support.optimalworkshop.com/en/articles/2626884-why-we-include-the-results-of-abandoned-participants.md): If you have participants marked as 'Abandoned' in your results, read more about why we include them in your study. - [Chain multiple studies together](http://support.optimalworkshop.com/en/articles/2626895-chain-multiple-studies-together.md): You can chain multiple studies together by using the Redirect URL setting. Here's what you need to know. - [Show each participant a randomly selected subset of tasks](http://support.optimalworkshop.com/en/articles/2626901-show-each-participant-a-randomly-selected-subset-of-tasks.md): If you have a large of number of tasks, you can opt to show a random subset of tasks to your participants. - [Join an Optimal study on your mobile device](http://support.optimalworkshop.com/en/articles/14073685-join-an-optimal-study-on-your-mobile-device.md): Learn how to join and complete Optimal usability, prototype, and live site tests on your mobile device using the Optimal Participant app for iOS and Android. ## MCP - [Optimal MCP Overview](http://support.optimalworkshop.com/en/articles/15929763-optimal-mcp-overview.md): Learn how to get started with the Optimal MCP Server - [Connect Optimal to ChatGPT](http://support.optimalworkshop.com/en/articles/15928963-connect-optimal-to-chatgpt.md): Learn how to connect Optimal to ChatGPT with MCP. - [Connect Optimal to Claude](http://support.optimalworkshop.com/en/articles/15928767-connect-optimal-to-claude.md): Learn how to connect Optimal to Claude with MCP. - [Connect Optimal to Gemini](http://support.optimalworkshop.com/en/articles/15929601-connect-optimal-to-gemini.md): Learn how to connect Optimal to Gemini with MCP. - [Connect Optimal to Microsoft Copilot](http://support.optimalworkshop.com/en/articles/15929542-connect-optimal-to-microsoft-copilot.md): Learn how to connect Optimal to Microsoft Copilot with MCP. - [Connect Optimal to Cursor](http://support.optimalworkshop.com/en/articles/15929275-connect-optimal-to-cursor.md): Learn how to connect Optimal to Cursor with MCP. - [Connect Optimal to any MCP-compatible AI assistant](http://support.optimalworkshop.com/en/articles/15929661-connect-optimal-to-any-mcp-compatible-ai-assistant.md): Learn how to connect Optimal to any MCP-compatible AI assistant ## Study settings - [Sharing your study results](http://support.optimalworkshop.com/en/articles/5043682-sharing-your-study-results.md): Use a custom URL to share the results of your Optimal study. - [Making edits to a study you have already launched](http://support.optimalworkshop.com/en/articles/4529336-making-edits-to-a-study-you-have-already-launched.md): Is it possible to make edits to a study I have already launched? - [Completing Optimal Workshop studies on a mobile device](http://support.optimalworkshop.com/en/articles/4529613-completing-optimal-workshop-studies-on-a-mobile-device.md): Are Optimal Workshop's tools mobile compatible? - [How to use the Studies page, Projects and Folders](http://support.optimalworkshop.com/en/articles/2626860-how-to-use-the-studies-page-projects-and-folders.md): Create studies, organize them into folders, and manage projects - [A/B test 2 or more studies](http://support.optimalworkshop.com/en/articles/2626881-a-b-test-2-or-more-studies.md): Learn how to run an A/B test with 2 or more studies using a snippet of Javascript. - [Formatting messages with Markdown](http://support.optimalworkshop.com/en/articles/2626910-formatting-messages-with-markdown.md): Add emphasis to your instructions, messages and questions with Markdown formatting. - [Set a password for your study](http://support.optimalworkshop.com/en/articles/3860971-set-a-password-for-your-study.md): Learn how to set a password for any of your tree tests, card sorts, first-click tests, prototype tests and survey studies, - [Set closing rules to end your study](http://support.optimalworkshop.com/en/articles/3860844-set-closing-rules-to-end-your-study.md): Learn about the different closing rules you can use to end your studies. - [What you can and can't edit in your study after launch](http://support.optimalworkshop.com/en/articles/2626913-what-you-can-and-can-t-edit-in-your-study-after-launch.md): Learn about which settings are locked, and what you can edit in your study after it's launched. - [Set your study language](http://support.optimalworkshop.com/en/articles/3860783-set-your-study-language.md): Learn how to set the language of your tree tests, card sorts, first-click tests, prototype tests and survey studies. - [Upload a logo or pick a custom color for your study](http://support.optimalworkshop.com/en/articles/3860763-upload-a-logo-or-pick-a-custom-color-for-your-study.md): Learn how to customize the look and feel of your studies. - [Merge data from more than one study](http://support.optimalworkshop.com/en/articles/4529593-merge-data-from-more-than-one-study.md): Can I merge the data from two separate studies in order to interpret the data as one? - [Participant testing with mobile devices and testing mobile designs](http://support.optimalworkshop.com/en/articles/13364235-participant-testing-with-mobile-devices-and-testing-mobile-designs.md): Learn about the capabilities for participants accessing Optimal studies on mobile devices versus testing mobile designs in Optimal. - [Accessibility Statement](http://support.optimalworkshop.com/en/articles/2626951-accessibility-statement.md): Read more about how we meet accessibility compliance with WCAG 2.1 ## Finance, billing and subscriptions - [Turn off your automatic subscription renewal](http://support.optimalworkshop.com/en/articles/3225774-turn-off-your-automatic-subscription-renewal.md): Learn how to cancel your subscription by turning off your automatic subscription renewal. - [The difference between Optimal's paid subscription plans](http://support.optimalworkshop.com/en/articles/2626911-the-difference-between-optimal-s-paid-subscription-plans.md): Find out more about the subscription options with Optimal Workshop. - [Access your data after your subscription ends](http://support.optimalworkshop.com/en/articles/2626909-access-your-data-after-your-subscription-ends.md): Find out what happens to your studies and the results you gathered once your subscription expires. - [Set Optimal Workshop up as a vendor or supplier](http://support.optimalworkshop.com/en/articles/2626783-set-optimal-workshop-up-as-a-vendor-or-supplier.md): Read more about how to set Optimal Workshop up as a vendor or supplier and download our supplier information. - [View receipts and change billing information](http://support.optimalworkshop.com/en/articles/3932652-view-receipts-and-change-billing-information.md): Learn how to change your credit card or billing address and view auto-generated receipts for your account. - [Education Plans for Optimal Workshop Education Partners](http://support.optimalworkshop.com/en/articles/2626902-education-plans-for-optimal-workshop-education-partners.md): We offer exclusive education plans to Optimal Workshop Education Partners. - [Optimal Workshop's refund policy](http://support.optimalworkshop.com/en/articles/2626912-optimal-workshop-s-refund-policy.md): Learn more about our refund policy and how to get in touch with us. ## Account and team management - [Create and change your account name](http://support.optimalworkshop.com/en/articles/2626916-create-and-change-your-account-name.md): Your account is automatically assigned a random name when it's created. Learn more about how to change your account name. - [Delete account](http://support.optimalworkshop.com/en/articles/9093500-delete-account.md): How to delete your Optimal Workshop account and all associated data. - [Transfer the ownership of your Optimal account](http://support.optimalworkshop.com/en/articles/4536705-transfer-the-ownership-of-your-optimal-account.md): How do I transfer the ownership of my Optimal account to my colleague? - [Join our user research panel and help improve our tools](http://support.optimalworkshop.com/en/articles/2626915-join-our-user-research-panel-and-help-improve-our-tools.md): Would you like to share your experiences using Optimal Workshop’s tools or help us test new features? - [Guide to Workspaces and Projects for Enterprise customers](http://support.optimalworkshop.com/en/articles/9187210-guide-to-workspaces-and-projects-for-enterprise-customers.md): Learn how to set up and manage Workspaces, set up private projects and manage access, move studies between projects and folders and more. - [How to invite members to your Workspace](http://support.optimalworkshop.com/en/articles/10276049-how-to-invite-members-to-your-workspace.md): Learn how to invite your team members to Optimal - [Admin Workspace settings, controls, and usage tracking for Enterprise](http://support.optimalworkshop.com/en/articles/13189082-admin-workspace-settings-controls-and-usage-tracking-for-enterprise.md): Learn about the settings and controls available to admins on Enterprise study limit / usage-based plans. - [Reviewing the Usage Report](http://support.optimalworkshop.com/en/articles/3688830-reviewing-the-usage-report.md): See how your team members are using your Optimal subscription in the team usage report. - [Enabling & disabling Features for your Workspace or Organization](http://support.optimalworkshop.com/en/articles/16950501-enabling-disabling-features-for-your-workspace-or-organization.md): As an admin, you can turn on or off select features at any time. - [Create accounts and sign in using Google Sign-In](http://support.optimalworkshop.com/en/articles/2626914-create-accounts-and-sign-in-using-google-sign-in.md): Learn how to use Google Sign-in to create an Optimal account or link it your existing account. - [Disconnecting your Optimal account from Google](http://support.optimalworkshop.com/en/articles/4529385-disconnecting-your-optimal-account-from-google.md): How do I disconnect my google account from Optimal and just use my email address to login? - [Set up single sign-on \(SSO\) with Optimal](http://support.optimalworkshop.com/en/articles/2859968-set-up-single-sign-on-sso-with-optimal.md): Learn more about how to set up SAML SSO for your Optimal account - [Set up Optimal SSO with Microsoft Entra ID \(Azure AD\)](http://support.optimalworkshop.com/en/articles/15455504-set-up-optimal-sso-with-microsoft-entra-id-azure-ad.md): Learn more about how to get set up with Microsoft Entra ID. ## Security & Compliance - [Optimal Workshop's Sub-processors](http://support.optimalworkshop.com/en/articles/2626918-optimal-workshop-s-sub-processors.md): Which Sub-processors does Optimal Workshop use? - [Data, privacy, and security for AI in Optimal](http://support.optimalworkshop.com/en/articles/12273095-data-privacy-and-security-for-ai-in-optimal.md): Learn about the measures in place to keep your data secure and private.