Design Conversations

Describe what you need and Perspective designs the conversation: it selects the right agent, generates an outline, and configures the flow. You review, refine, and launch. Most design settings can be changed by 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 — runs open-ended exploratory interviews for discovery work.
• 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.
• Automations — send completed conversation data to email, Slack, HubSpot, webhooks, or scheduled digests.

Data Collection#

Conversation records include transcripts by default, and voice-mode conversations can include audio playback snippets where available. You can also define structured fields to collect specific data.

• Conversation Context — choose between shared outline context, URL parameters, and invite context.
• Knowledge & Resources — add factual context, participant-facing review materials, and private references.
• Form Fields — collect structured data alongside the conversation.
• URL Parameters — pass context into the conversation as participant metadata and skip repetitive questions.