Design Conversations
Updated: March 30, 2026
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.
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.