Let Perspective handle outbound phone calls, emails, and follow-ups with outreach campaigns, now in beta, plus conversation fixes
Features
Outreach campaigns
- Reach participants without managing every invitation and follow-up yourself. With outreach campaigns, now in beta, Perspective makes outbound phone calls, sends email invitations, and schedules follow-ups with your participant list after you approve the plan in the design chat. Start with pasted contacts, a CSV, or a participant group. Learn more about campaigns.
- Manage outreach by talking to your agent in the design chat. Ask how the campaign is going, who has been contacted, and what happens next. Ask it to pause or resume outreach, change calling hours, or adjust the plan.
- Run campaigns from an AI assistant through the Perspective MCP server. Your assistant chooses when to check back and follow up.
Fixes
- Fixed cases where finishing an interview failed to redirect participants or report completion to their panel provider.
- Fixed a false system error when conversations ended in Slack, WhatsApp, or an AI assistant.
- New welcome conversations completed in an AI assistant now show the next-step button when opened on the web.
- Fixed design chat actions failing after you selected Confirm, including participant invitations.