Command Center
rule
The rule: UserTesting first. UserZoom for the keep-list. Platforms merged in 2023 (Thoma Bravo) but still run separately — parity is substantial, not total.

1 · When to use which

Default: reach for UserTesting first, drop to UserZoom only when you hit the keep-list.

Research needToolWhy
Fast qualitative "why" — think-aloud, reactions, confusion UserTesting 2M+ contributor panel, results in hours, video is the core output
Moderated interviews / live conversations UserTesting Faster recruit + built-in scheduling & recording
Concept & prototype reaction (Figma) UserTesting Quick unmoderated prototype tests, sentiment/AI highlights
Discovery / attitudinal / early exploration UserTesting Speed + depth of narrative feedback
General usability testing UserTesting At parity — default here for the video record
Click test / first-click / heatmaps UserZoom UserTesting has no click-test heatmaps — hard keep
Tree testing & card sorting at scale UserZoom Deeper IA path/analytics for real IA studies
Quantitative benchmarking (task success, time-on-task, SUS at large N) UserZoom Advanced UX Research: task randomization/balancing, statistical rigor
Competitive / A/B benchmarking studies UserZoom Built for balanced comparative designs
Recruiting your actual customers (site intercept / on-site) UserZoom UserTesting lacks site-intercept; UserZoom recruits real users on live properties
Compliance-heavy quant (regulated, GDPR-clean recruit) UserZoom Enterprise analytics + compliant recruitment
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Underline for a bank: the recruit-your-own-customers / site-intercept row is a permanent UserZoom reason, not transitional — UserTesting's general panel can't test real cardholders on live properties. Say this out loud so nobody assumes UserZoom is going away entirely.

2 · You know it in UserZoom — here's UserTesting

The resource designers keep. For each thing they do in UZ: the UT equivalent and the slightly-different part.

In UserZoom you…In UserTesting you…What's different
Unmoderated task-based usability study Unmoderated Test — pick a template, write tasks as scenarios, target the panel or your own users Output is video + spoken think-aloud first, metrics second. You watch/hear reasoning; you don’t get UZ-depth quant dashboards
Moderated session Live Conversation — schedule, auto-record, interview guide built in Faster recruit via panel + integrated scheduling
Prototype test (Figma) Connect the Figma prototype to an unmoderated test, set tasks, watch clicks + hear reactions Quicker to spin up; UZ had deeper prototype analytics — UT is video-first
Survey / quick question Survey test type, or questions inside a test Lighter-weight, meant to pair with video — not your large-N standalone quant tool
Card sort Card sorting (Ultimate tier) IA analytics newer/lighter than UZ — fine for quick sorts, keep deep IA on UZ
Tree test Tree testing available UZ’s path analytics are richer; large IA studies stay on UZ
Click test / first-click / heatmap Not available Stay on UZ — this is the hard keep
Benchmarking (task success, time-on-task, SUS at scale) Lighter metrics only Not a benchmarking-at-scale replacement — keep on UZ
Recruiting 2M+ panel, results in hours — plus invite-your-own UT wins on speed/general panel; UZ wins on site-intercept / real customers
Analysis / deliverable Video highlight reels, AI summaries, sentiment, keyword search across sessions Biggest mindset shift: your deliverable becomes a clip reel, not a metrics dashboard

3 · The 4 shifts to name in training

What actually trips up UserZoom veterans.

movie

Deliverable → highlight reel

Your output shifts from a metrics dashboard to a video highlight reel. Teach clip + reel building and AI summaries — that’s the new core skill.

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Recruiting → instant panel

From build-your-panel to instant panel. Speed is great, but write tight screeners — panel quality has been a post-merger gripe.

bolt

Cadence → continuous & small

Results in hours means more, smaller, continuous tests instead of big-bang studies. Encourage the habit shift.

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Metrics → lighter (know the signal)

UT metrics are lighter. The moment someone needs statistical rigor or a heatmap, that’s the signal to switch back to UZ.

4 · 20 seats, 30+ designers

check_circle
You're likely not short. You have 20 Creator roles (the only capped resource — Creators build & launch tests) and Viewer/Collaborator roles. Per UserTesting's model, Viewer/Collaborator roles are unlimited and free on both seat-based and Flex plans — they view sessions, build reels, and share insights but can't launch. So add all 30+ as Collaborators and reserve the 20 Creator roles for who actually launches. One 30-second confirm with your admin: verify the viewer roles carry no per-seat cost on your contract.

The three role types

20 · capped

Creator

Build + launch tests, plus everything below

The only rationed resource. May include Standard/Light sub-tiers for intermittent launchers.

Unlimited · free

Collaborator / Viewer

View sessions, analyze, build highlight reels, share insights

Cannot launch. Give one to every designer, day one.

Unlimited

Admin

Manage roles, run the audit, own the Flex pool

1–2 people. Reassigns Creator ↔ Collaborator in seconds.

How the 20 Creator roles split

~15
Standing CreatorsRegular launchers (≥1 study/month last quarter). Named, reviewed quarterly.
~5
Flex poolRotating Creator roles for occasional launchers, checked out per sprint.
All 30+
CollaboratorsEveryone, free. Full view / analyze / insight access.

The rotation flow (Flex pool)

  1. Designer submits a Flex request (Teams form): name, study name, study type, sprint dates, expected launch date.
  2. Seat owner checks pool availability. Free → promote to Creator. Full → add to a waitlist with the expected free date.
  3. Designer builds + launches within their sprint window.
  4. On completion (or end of the window), Admin drops them back to Collaborator; the role returns to the pool.
  5. Their results stay fully accessible as a Collaborator — nothing is lost.

Rollout timeline

Week 0
Add all 30+ as Collaborators. Pull last-quarter launch data. Assign the ~15 Standing Creators.
Week 1
Create the 5-role Flex pool. Publish the request form + allocation rule. Name the seat owner.
Weeks 2–4
First rotations run. Owner unblocks requests. Collect usage data.
Monthly
Audit: reclaim Standing Creator roles idle 30–45 days and un-returned Flex roles; reassign from the waitlist.
Quarterly
Re-baseline Standing vs Flex from real launch data. Review the escalation threshold.
gavel
Governance: one owner (a research-ops lead) approves Flex requests and runs the ~5-min monthly audit. Escalation: if the Flex pool is fully checked out and the waitlist has people for 3 straight months, trigger a true-up request — with the usage data to back it. Data first, ask second.

5 · How to do it in UserTesting (step-by-step)

The granular layer — for each core task, the actual click-path in UserTesting, with the UserZoom difference called out. Sourced from help.usertesting.com.

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Create a study (test) from scratch

  1. Dashboard → Create test → pick a type: Unmoderated test, Survey, or Live conversation (Live conversation = moderated).
  2. Pick what you're testing: Prototype, Website, or App — or start from the Template gallery (Customize a template → Use this template).
  3. Choose how to reach people: Build audience (UserTesting panel or your Custom Network) or Create link (Invite Network = your own users, off-platform).
  4. Build the Test plan: set the Scenario + Starting URL at the top, then drag Task and Question blocks into the plan.
  5. Name the test → Preview → Launch. Best practice: pilot with 1 participant, review the video, then add the rest (Sessions → Add more sessions).
vs UserZoom: A "test" is the whole unit — there's no separate Study object hierarchy like UZ. It's a drag-and-drop canvas, not UZ's study-type wizard.
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Use an audience (targeting + screener)

  1. In the test, choose recruitment: Build audience (UserTesting Contributor Network, or your reusable Custom Network) or Create link (Invite Network for your own users).
  2. Open the Audience builder: set participant count, required device, and demographic filters (age/income/gender/location are basic; job role/industry/employment/etc. are advanced-plan filters).
  3. Add screener questions: Screeners → Screener question → type the question + answer options → mark each Accept/Reject (single answer) or May select/Must select/Reject (multi) → Done.
  4. Set participant count: qualitative think-aloud ≈ 5–8, quantitative up to 30, surveys up to 1,000 per segment.
  5. After launch you can add more of the SAME audience (Sessions → Add more sessions), but you cannot add a NEW/different audience — set every segment up front or duplicate the test.
vs UserZoom: Screeners are multiple-choice only (no open-ended/branching). The audience definition locks at launch — UZ let you adjust quota cells mid-field.
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Test a prototype

  1. Two paths: Interaction test + Figma task (for quant — click paths, heat maps, success rate) or a think-out-loud video test (for qualitative narration).
  2. Figma is the only source with native, built-in click-path + heat-map capture. Other tools (InVision, Adobe XD, live URL) go in as a plain Starting URL or URL task — no automatic path analytics.
  3. Create test → Interaction test → Add → Figma task → Connect prototype → paste link → define the success path → add follow-up questions → choose audience → Preview → Launch.
  4. Results you get: Paths, Heat maps, Success rate (direct vs indirect), Steps, Clicks, and Time on task.
vs UserZoom: In UZ you dropped a prototype behind a task and flagged success screens yourself. In UT only Figma gets the built-in path/heat-map engine; everything else behaves like a URL/image stimulus with video + written responses.
link

Integrate a Figma prototype

  1. In Figma first: Present → Options → set scaling (Fit width for desktop, Fit to screen for mobile) → Share Prototype → Who has access: Anyone → Copy link. It must be the Present/prototype link (contains Node-IDs), not a plain file link.
  2. In UserTesting: Create test → Interaction test → Add → Figma task → Connect prototype → Connect account → sign in to Figma → grant permissions → paste the link.
  3. Define the success path (step through the ideal route), then add follow-up tasks/questions. Use Preview to catch scroll/load/display issues before launch.
  4. Pitfalls: re-copy the link after ANY prototype change; if connect fails, enable "Viewers can copy, share, and export" in Figma; keep one interaction per component.
vs UserZoom: The prototype-vs-file share-modal distinction + the "Viewers can copy, share, and export" toggle is the #1 connect fix. Never edit the prototype or success path after launch — it silently breaks path/success tracking (UZ let you tweak mid-field).
checklist

Create written tasks

  1. In the Test plan builder, set the Scenario + Starting URL at the top of the plan.
  2. Drag the "Task" block onto the plan → write the task instruction in the block.
  3. Optional: check Blur video to hide PII; under Task metrics toggle Success (auto follow-up question) and/or Difficulty (auto rating-scale question).
  4. Phrase as a scenario with a clear STOP/endpoint, e.g. "Show us how you'd decide between the plans. STOP before enrolling and move to the next task."
  5. Keep Tasks (an action to DO) separate from Questions (a structured answer) so your time-on-task metric stays clean. Stuck? Click View examples for the Popular tasks bank.
vs UserZoom: UZ used a linear Study Builder with a "+New Task" dropdown; UT is a drag-and-drop canvas with a persistent block palette. The default task is think-aloud + screen-recorded, not an add-on.
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Add post-task questions (open-ended + multiple choice)

  1. Drag the question block into the plan AFTER the relevant task.
  2. Multiple choice: type the question + answer options → choose "Select only one" (single) or "more than one" (multi; UT auto-adds "choose as many as you like"). Avoid special characters in options. Add "Please explain your answer" so they verbalize reasoning.
  3. Written / open-ended: drag Written response → type the question → participant types their answer.
  4. Rating scale: pick 5/7/9/11-point, set endpoints (make 1 the negative end). There is NO native SUS type — build SUS as a series of rating-scale questions and score it externally.
  5. Optional: toggle Include post-test questionnaire to append 4 written questions after recording stops (the 4th auto-calculates NPS).
vs UserZoom: Same single vs multi-select concept as UZ, but configured by dropping a block on the canvas. The missing native SUS type is a real difference to flag.

6 · Build the same study — UserZoom → UserTesting

You already know how to build these in UserZoom. Here's the same study rebuilt in UserTesting — old way on the left, new way on the right. This is the fastest transfer: same study type, new tool.

science

Unmoderated usability study

In UserZoom
  1. Study Builder → Unmoderated Usability
  2. Add tasks with success/task metrics
  3. Set panel + quotas → launch
  4. Read the quant dashboard
arrow_forward
In UserTesting
  1. Create test → Unmoderated (think-out-loud)
  2. Set Scenario + Starting URL; drag Task blocks; toggle Success/Difficulty
  3. Build audience + screeners → Preview
  4. Pilot with 1, then launch → video + AI summary
Key difference: Video think-aloud is the primary output; quant is lighter. Always pilot with 1 participant first.
record_voice_over

Moderated interview

In UserZoom
  1. Recruit + schedule sessions
  2. Moderate live
  3. Record separately
arrow_forward
In UserTesting
  1. Create test → Live Conversation
  2. Set 30/60-min slots + your calendar availability
  3. Choose audience
  4. Sessions run over Zoom, auto-recorded with transcript + sentiment
Key difference: Scheduling, Zoom, transcript and sentiment are built in. Requires a plan tier that includes Live Conversation.
design_services

Prototype test

In UserZoom
  1. Drop the prototype behind a task
  2. Flag success screens yourself
  3. Collect click data
arrow_forward
In UserTesting
  1. Create test → Interaction test → Figma task
  2. Connect prototype; define the success path BEFORE launch
  3. Launch → auto paths, heatmaps, success rate
Key difference: Native Figma click-path + heatmap engine. Never edit the prototype or success path after launch — it breaks tracking.
ballot

Survey / screener study

In UserZoom
  1. Survey study type with branching logic + quotas
arrow_forward
In UserTesting
  1. Survey test type, or questions inside a test
  2. Screeners live in the Audience builder as multiple-choice (Accept/Reject, May/Must select)
Key difference: Screeners are multiple-choice only; surveys are lighter and pair with video; the audience locks at launch.

7 · UserTesting's AI tools (new to UserZoom users)

UserZoom had no AI. UserTesting does a first pass of the analysis for you — it transcribes, tags, detects friction, and summarizes — so your time goes to judgment, not grunt work. Availability varies by plan tier; confirm what's enabled with your admin.

transcribe

Auto transcripts (always on)

Every session gets a searchable, timestamped transcript automatically — and it powers keyword search across all your studies.

mood

Sentiment analysis

Green/red markers on the video timeline flag emotional highs and lows; click one to jump straight to that moment.

sell

Smart Tags

Auto-tags feedback by theme (easy, pain point, suggestion), color-coded. The manual coding you did in UserZoom is done for you as a first pass.

warning

Friction detection

Automatically flags where users struggled (excessive clicking/scrolling) — within a session and across sessions, so you find the "everyone got stuck here" moments.

movie

Instant highlight reels

One click ("Watch task") compiles every participant's take on the same task into one shareable video — no manual clipping.

summarize

AI Insight Summary

On the Metrics tab, "Generate summary" writes a task-level findings summary across participants (unmoderated, up to 25 participants).

auto_awesome

AI test creation

Describe your research goal in plain language and it drafts the test plan, tasks, and questions for you to edit.

search

Insights Discovery (Insights Hub)

Ask your whole research library questions in plain English ("what have we learned about checkout friction?") — a queryable research memory. The most new-to-UserZoom capability.

8 · Build the guide — Figma Make prompt

Email this to your work address, open Figma Make, and paste the Foundation prompt first (it builds the structure + the Decision Tool as an MVP). Then paste the follow-ups one at a time to layer on polish — that's Figma's recommended MVP-first workflow, not one giant prompt.

Foundation prompt — paste first
You are a senior UX design-ops lead building an internal enablement web app for 30+ experienced UX researchers who are transitioning from UserZoom to UserTesting. The app teaches them WHEN to use each platform and HOW to do familiar UserZoom tasks in UserTesting, and reduces change-resistance.

TASK
Build a multi-page, responsive, interactive internal guide titled "UserTesting vs UserZoom — Which Tool, When." Build the page structure and the Decision Tool first as the MVP; keep other sections as scaffolded pages I will refine next.

CONTEXT
The audience already knows UserZoom well. UserTesting is the new DEFAULT tool. UserZoom is KEPT for a specific "keep-list" (click tests/heatmaps, deep IA, quantitative benchmarking, competitive studies, recruiting our own live-site customers, compliance-heavy quant). The core rule to reinforce everywhere: "UserTesting first. UserZoom for the keep-list."

PAGES / STRUCTURE (persistent top nav; highlight the active section)
1. Home / Rule — hero with the one-line rule and a primary button "Find my tool" that jumps to the Decision Tool.
2. Decision Tool (THE HERO INTERACTION) — the user picks a research goal from labeled cards; on selection, instantly show a result panel with the recommended tool, a one-sentence reason, and a caveat note. Include a Reset. No page reload.
3. Comparison — a filterable table (columns: Research need, Recommended tool, Why) with a filter toggle: All / UserTesting / UserZoom.
4. UserZoom → UserTesting Translation — a table (columns: "In UserZoom you…", "In UserTesting you…", "What's different").
5. Rebuild Your First Study — a numbered, expandable step-by-step for moving a standard unmoderated usability study from UserZoom to UserTesting.
6. The 4 Mindset Shifts — four callout cards.
7. Seats & Access — the 20-seat sharing model.
8. Cheat Sheet — a print-friendly one-page summary with a "Print" button.

DATA — use this content exactly; do not invent capabilities beyond it.

[Decision Tool + Comparison rows] goal | tool | reason:
- Fast qualitative "why" (think-aloud, reactions, confusion) | UserTesting | Huge panel, results in hours, video is the core output
- Moderated interviews / live conversations | UserTesting | Faster recruit + built-in scheduling & recording
- Concept & prototype reaction (Figma) | UserTesting | Quick unmoderated prototype tests, sentiment/AI highlights
- Discovery / attitudinal / early exploration | UserTesting | Speed + depth of narrative feedback
- General usability testing | UserTesting | At parity — default here for the video record
- Click test / first-click / heatmaps | UserZoom | UserTesting has no click-test heatmaps (hard keep)
- Tree testing & card sorting at scale | UserZoom | Deeper IA path/analytics for real IA studies
- Quantitative benchmarking (task success, time-on-task, SUS at large N) | UserZoom | Task randomization/balancing, statistical rigor
- Competitive / A/B benchmarking studies | UserZoom | Built for balanced comparative designs
- Recruiting our actual customers (site intercept / on-site) | UserZoom | UserTesting lacks site-intercept; UserZoom recruits real users on live properties
- Compliance-heavy quant (regulated, GDPR-clean recruit) | UserZoom | Enterprise analytics + compliant recruitment

[Translation table] In UserZoom you… | In UserTesting you… | What's different:
- Unmoderated task-based usability study | Unmoderated Test: pick a template, write tasks as scenarios, target the panel or your own users | Output is video + spoken think-aloud first, metrics second
- Moderated session | Live Conversation: schedule, auto-record, interview guide built in | Faster recruit via panel + integrated scheduling
- Prototype test (Figma) | Connect the Figma prototype to an unmoderated test, set tasks, watch clicks + hear reactions | Quicker to spin up; UT is video-first
- Survey / quick question | Survey test type, or questions inside a test | Lighter-weight, meant to pair with video (not large-N standalone quant)
- Card sort | Card sorting (Ultimate tier) | IA analytics newer/lighter than UZ; keep deep IA on UZ
- Tree test | Tree testing available | UZ's path analytics richer; large IA studies stay on UZ
- Click test / first-click / heatmap | Not available | Stay on UZ (hard keep)
- Benchmarking at scale | Lighter metrics only | Not a benchmarking replacement; keep on UZ
- Recruiting | 2M+ panel, results in hours, plus invite-your-own | UT wins on speed; UZ wins on site-intercept / real customers
- Analysis / deliverable | Video highlight reels, AI summaries, sentiment, keyword search | Deliverable becomes a clip reel, not a metrics dashboard

[Rebuild Your First Study — steps]
1. Identify the UserZoom study to move (a standard unmoderated usability task set).
2. In UserTesting, create a new unmoderated Test from a usability template.
3. Re-write each UserZoom task as a spoken scenario ("Imagine you need to…"), since participants think aloud on camera.
4. Set the target audience: use the UserTesting panel with a tight screener, or invite your own users.
5. Add follow-up questions and any SUS/rating questions inside the test.
6. Launch; results arrive in hours.
7. Analyze by building a highlight reel from clips + read the AI summary — this replaces the UserZoom metrics dashboard.

[The 4 Mindset Shifts — cards]
- Deliverable → highlight reel: output shifts from metrics dashboard to video reel; teach clip/reel building + AI summaries.
- Recruiting → instant panel: from build-your-panel to instant panel; write tight screeners (watch panel quality).
- Cadence → continuous & small: results in hours enables more, smaller, continuous tests vs big-bang studies.
- Metrics → lighter: UT metrics are lighter; needing statistical rigor or a heatmap is the signal to switch to UZ.

[Seats & Access — 20 Creator roles, 30+ designers]
Key fact: we have 20 Creator roles (Creators build & launch tests — the only capped resource) plus Viewer/Collaborator roles, which on UserTesting's model are unlimited and free (view sessions, build reels, share insights, but can't launch). Model: (1) add all 30+ designers as free Collaborators so everyone has platform access day one; (2) assign the 20 Creator roles to frequent launchers — pod champions + power researchers across 4–6 pods; (3) rotate Creator roles on demand — Admin reassigns Creator to Collaborator and back in seconds, so an occasional launcher gets bumped up for a sprint then back down; (4) if some of the 20 are Standard/Light Creator tiers, assign those to intermittent launchers; (5) monthly audit reclaims Creator roles idle 30–45 days; (6) true-up only if more than 20 people need to launch in the same window. Concurrency, not headcount, is the constraint.

EXPECTED BEHAVIORS
- Decision Tool updates the result instantly on selection (no reload); has a Reset.
- Comparison table filters by tool (All / UserTesting / UserZoom).
- Walkthrough steps expand/collapse.
- Cheat Sheet has a working Print button (print-friendly layout).
- Nav highlights the current section; smooth scroll between sections.

CONSTRAINTS
- Desktop-first but fully responsive to mobile.
- Clean enterprise style: calm neutral palette (soft grays / off-white) with ONE accent color; generous white space; card-based layout; large readable type; a distinct icon per research method.
- Accessible: strong text contrast (WCAG AA), keyboard-navigable, semantic headings.
- Concise, scannable copy. Do not add capabilities beyond the DATA above.

Follow-up prompts — paste one at a time, after the MVP renders

Follow-up 1 — Decision Tool polish
Refine the Decision Tool: give each of the 11 research goals its own icon and a short 3–5 word label on the card. When a UserZoom result shows, tint the result panel with the UserZoom accent; when UserTesting, use the UserTesting accent, so the tool is obvious at a glance. Add a small "Why is this a keep?" expandable under each UserZoom result.
Follow-up 2 — Comparison filter + search
On the Comparison page, add a text search box that filters rows by keyword in the "Research need" column, and keep the All / UserTesting / UserZoom toggle. Add a count ("Showing X of 11"). Make the table horizontally scrollable on mobile without breaking layout.
Follow-up 3 — Rebuild walkthrough as a stepper
Turn "Rebuild Your First Study" into a horizontal stepper with a progress indicator (Step 3 of 7), Next/Back buttons, and one step visible at a time. Each step keeps its expandable detail. Add a "Start over" button at the end.
Follow-up 4 — Cheat Sheet print layout
Make the Cheat Sheet a single printable page: the one-line rule at top, the full decision table, and a boxed "Keep on UserZoom" list. Add @media print styles that hide the nav and buttons and fit everything on one US-Letter page in portrait. Verify the Print button triggers the browser print dialog.
Follow-up 5 — Seats page as a visual model
On the Seats and Access page, render the roles model as a simple diagram: the 20 Creator roles as a capped band, and Viewer/Collaborator roles as a separate unlimited/free band holding all 30+ designers. Below it, show the plan as steps: everyone gets a free Collaborator role; ~15 Creator roles go to frequent launchers; ~5 Creator roles form a rotating Flex pool; Admin reassigns Creator to Collaborator in seconds; monthly audit reclaims idle Creator roles. Keep it calm and enterprise-clean.
Follow-up 6 — Add the "How to do it in UserTesting" page
Add a new page titled "How to do it in UserTesting" - a step-by-step reference for designers coming from UserZoom. Present it as 6 expandable cards; each card has an icon, a title, numbered steps, and a highlighted "vs UserZoom" note at the bottom. Use this exact content:

1) Create a study (test) from scratch. Steps: Dashboard > Create test > pick Unmoderated test, Survey, or Live conversation (moderated). Pick what you're testing: Prototype, Website, or App, or start from a Template. Choose recruitment: Build audience (panel or Custom Network) or Create link (your own users). Build the Test plan: set Scenario + Starting URL, drag Task and Question blocks in. Name > Preview > Launch; pilot with 1 participant then add the rest. vs UserZoom: a "test" is the whole unit (no separate Study hierarchy); drag-and-drop canvas, not a study-type wizard.

2) Use an audience (targeting + screener). Steps: choose Build audience (Contributor Network or your Custom Network) or Create link (Invite Network). In the Audience builder set count, device, and demographic filters. Add screener questions (multiple choice; mark options Accept/Reject or May/Must select/Reject). Set count (qual 5-8, quant up to 30, surveys up to 1,000/segment). After launch you can add more of the SAME audience but not a new one. vs UserZoom: screeners are multiple-choice only; audience locks at launch.

3) Test a prototype. Steps: two paths - Interaction test + Figma task (click paths, heat maps, success rate) or a think-out-loud video test. Figma is the only native source; others go in as a plain URL. Create test > Interaction test > Add > Figma task > Connect prototype > paste link > define success path > add questions > audience > Preview > Launch. Results: Paths, Heat maps, Success rate, Steps, Clicks, Time on task. vs UserZoom: only Figma gets built-in path/heat-map capture.

4) Integrate a Figma prototype. Steps: in Figma - Present > Options > set scaling > Share Prototype > access Anyone > Copy link (the Present link with Node-IDs). In UserTesting - Create test > Interaction test > Add > Figma task > Connect prototype > Connect account > sign in > grant permissions > paste link. Define success path, add follow-ups, Preview. Pitfalls: re-copy link after any change; enable "Viewers can copy, share, and export" if connect fails; one interaction per component. vs UserZoom: never edit the prototype or success path after launch (breaks tracking).

5) Create written tasks. Steps: set Scenario + Starting URL. Drag the Task block, write the instruction. Optional Blur PII; Task metrics toggle Success/Difficulty. Phrase as a scenario with a clear STOP/endpoint. Keep Tasks separate from Questions. vs UserZoom: drag-and-drop palette instead of a "+New Task" dropdown; default task is think-aloud + recorded.

6) Add post-task questions. Steps: drag the question block AFTER the task. Multiple choice: type question + options, choose single or multi-select, add "Please explain your answer." Written response for open-ended. Rating scale 5/7/9/11-point (1 = negative); no native SUS type, build SUS as rating-scale questions. Optional post-test questionnaire appends 4 written Qs (4th = NPS). vs UserZoom: same single/multi concept, dropped as a block; missing native SUS is a real difference.

Keep it clean and enterprise-consistent with the rest of the guide.
Follow-up 7 — Add "Build the same study: UZ → UT"
Add a new page titled "Build the same study: UserZoom to UserTesting" - for designers who already build studies in UserZoom. Show 4 study types as cards; each card has the study type as a title and two side-by-side columns, "In UserZoom" (left) and "In UserTesting" (right) connected by an arrow, plus a highlighted "Key difference" note. Content:

1) Unmoderated usability study. UserZoom: Study Builder > Unmoderated Usability; add tasks with success metrics; set panel + quotas; launch; read the quant dashboard. UserTesting: Create test > Unmoderated (think-out-loud); set Scenario + Starting URL, drag Task blocks, toggle Success/Difficulty; build audience + screeners; Preview; pilot with 1 then launch. Key difference: video think-aloud is the primary output, quant is lighter, always pilot with 1 first.

2) Moderated interview. UserZoom: recruit + schedule sessions, moderate live, record separately. UserTesting: Create test > Live Conversation; set 30/60-min slots + calendar availability; choose audience; sessions run over Zoom, auto-recorded with transcript + sentiment. Key difference: scheduling, Zoom, transcript and sentiment are built in.

3) Prototype test. UserZoom: drop the prototype behind a task, flag success screens yourself, collect click data. UserTesting: Create test > Interaction test > Figma task; connect prototype, define the success path before launch; launch for auto paths, heatmaps, success rate. Key difference: native Figma click-path + heatmap engine; never edit the prototype or success path after launch.

4) Survey / screener study. UserZoom: survey study type with branching logic + quotas. UserTesting: Survey test type or questions in a test; screeners live in the Audience builder as multiple-choice. Key difference: screeners are multiple-choice only, surveys are lighter, audience locks at launch.

Keep it clean and enterprise-consistent.
Follow-up 8 — Add the UserTesting AI tools page
Add a new page titled "UserTesting's AI tools" - for designers coming from UserZoom, which had no AI. Open with one line: UserTesting does a first pass of the analysis for you, so your time goes to judgment not grunt work; availability varies by plan tier. Then show these as a grid of cards (icon, name, one-line description):
- Auto transcripts: every session gets a searchable, timestamped transcript automatically; powers search across studies.
- Sentiment analysis: green/red markers on the video timeline flag emotional highs and lows; click to jump.
- Smart Tags: auto-tags feedback by theme (easy, pain point, suggestion), color-coded; replaces manual coding.
- Friction detection: automatically flags where users struggled (excessive clicks/scrolls), within and across sessions.
- Instant highlight reels: one click compiles every participant's take on the same task into one shareable video.
- AI Insight Summary: on the Metrics tab, Generate summary writes a task-level findings summary (unmoderated, up to 25 participants).
- AI test creation: describe your research goal in plain language and it drafts the test plan, tasks, and questions to edit.
- Insights Discovery: ask your whole research library questions in plain English; a queryable research memory, the most new-to-UserZoom capability.
Keep it clean and enterprise-consistent.
lightbulb
Prompting notes baked in (from Figma's own guidance): role-based context up top, Task → Context → Structure → Behaviors → Constraints ordering, describe structure not style, real data inlined so it won't invent capabilities, and an explicit "build the MVP first" instruction. If a generation drifts, re-phrase the specific section rather than regenerating everything.