Design Conversations

Describe what you need and Perspective designs the conversation for you — selecting the right agent, generating an outline, and configuring the flow. You review, refine, and launch. Every setting can be changed by simply asking the design agent.

Create your first conversation Replace a form with a Concierge

Getting Started#

• Create a Conversation — describe your goals, audience, and context. Perspective handles the rest.
• Test & Refine — preview as a participant, provide feedback, and iterate. Each refinement creates a new outline version.
• Conversation Settings — customize branding, voice, welcome message, access control, and automations.
• Conversation Outline — understand the outline structure — what each part does and how it shapes the conversation.

Agent Behavior#

Choose the right agent type for the job, and configure its guidelines, knowledge base, and navigation flow.

• Understanding Agent Types — what each agent does, what it replaces, and when to override the automatic selection.
• Concierge Agent — replaces intake forms with adaptive conversations that qualify, collect, and route.
• Interviewer Agent — replaces manual research with deep, exploratory interviews at scale.
• Evaluator Agent — replaces surveys with conversations that capture the story behind the score.
• Advocate Agent — replaces generic outreach with personalized conversations that listen first.
• Completion Flows — route participants to different destinations based on their responses.

Data Collection#

Every conversation captures a transcript and recording by default. You can also define structured fields to collect specific data.

• Form Fields — collect structured data alongside the conversation.
• URL Parameters — pass context into the conversation and pre-fill fields.