Understanding Agent Types
Updated: March 30, 2026
When you describe what you need, Perspective automatically selects the right agent type for the job. You do not need to choose manually — but understanding what each agent does helps you refine your conversations and know when to override the default.
Each agent type is purpose-built for a different job and uses a distinct methodology. Here is what each one does, what it replaces, and when it is the right fit.
The Four Agent Types
Concierge — Replace Your Forms
If you currently use web forms, intake questionnaires, onboarding flows, or any process where you collect structured information field by field, the Concierge agent is for you.
What it does: Collects structured data through conversation. Infers details from what people share, skips redundant questions, and adapts in real time — making forms feel effortless instead of tedious.
Use when you need: Specific information from people (lead details, support intake, registrations, applications).
Interviewer — Replace Manual Research
If you currently run user interviews, customer calls, focus groups, or any qualitative research where you explore a problem space, the Interviewer agent is for you.
What it does: Conducts deep, exploratory research using ethnographic interviewing techniques. Follows the participant's narrative, asks adaptive follow-ups, and lets themes emerge naturally rather than forcing a script.
Use when you need: Rich understanding of behaviors, motivations, and unmet needs — especially when you don't know what you don't know.
Evaluator — Replace Your Surveys
If you currently send NPS surveys, satisfaction questionnaires, feedback forms, or any tool that collects ratings and scores, the Evaluator agent is for you.
What it does: Presents structured evaluation criteria conversationally. Collects quantitative scores with qualitative context, probes after extreme ratings, and keeps participants engaged instead of clicking through a wall of radio buttons.
Use when you need: Comparable, quantifiable data across participants — satisfaction scores, feature ratings, prioritization rankings.
Advocate — Replace Generic Outreach
If you currently rely on email campaigns, landing pages, sales scripts, or one-size-fits-all messaging to persuade people, the Advocate agent is for you.
What it does: Listens first to understand each person's situation, concerns, and priorities, then delivers tailored messaging from your playbook. Handles objections with specific proof points instead of generic pitches.
Use when you need: To persuade, educate, or influence — making your case individually to each person.
Decision Matrix
| Concierge | Interviewer | Evaluator | Advocate | |
|---|---|---|---|---|
| Goal | Collect information | Discover insights | Measure and score | Persuade and influence |
| Replaces | Forms and intake flows | Manual interviews and research calls | Surveys and feedback forms | Generic outreach and pitches |
| Output | Structured data (fields, values) | Qualitative themes and narratives | Quantitative scores with context | Personalized conversations that move people |
| Question style | Infer and validate | Open-ended and adaptive | Structured criteria with conversational tone | Discovery first, then tailored advocacy |
| Best for | Onboarding, lead qualification, support intake, registrations | User research, customer discovery, exit interviews, concept exploration | NPS, CSAT, feature prioritization, usability evaluation | Product advocacy, sales objection handling, policy communication, cause-driven outreach |
| Conversation length | 5-10 questions | ~10 questions | 5-10 questions | Varies by engagement |
How to Decide
Start with your goal, not your current tool.
- "I need to collect specific data from people" — Concierge
- "I need to understand something I don't fully grasp yet" — Interviewer
- "I need to measure something consistently across many people" — Evaluator
- "I need to convince people of something" — Advocate
If you are unsure between two:
- Concierge vs. Evaluator: Do you need freeform data (Concierge) or ratings and scores (Evaluator)?
- Interviewer vs. Evaluator: Are you exploring open questions (Interviewer) or measuring known criteria (Evaluator)?
- Interviewer vs. Advocate: Are you trying to learn from people (Interviewer) or influence them (Advocate)?
- Advocate vs. Concierge: Are you trying to persuade (Advocate) or collect information (Concierge)?
Agent Type is Set at Creation
The agent type is locked once your conversation is created — each type uses a fundamentally different methodology, so switching after the fact is not supported. If you need a different type, create a new conversation.
In practice this rarely matters, because Perspective's automatic selection is usually correct. If you are unsure, just describe what you need and let Perspective decide.