Create a Conversation
Updated: March 30, 2026
Creating a conversation in Perspective starts with one thing: describing what you need.
You do not need to pick an agent type, build an outline, or configure settings. Just tell Perspective what you want to accomplish, who you want to talk to, and any context that matters. Perspective handles the rest — selecting the right agent, generating the outline, and setting up the conversation flow.
What to Include
A good starting prompt covers three things:
Your goal — What do you want to learn, collect, or accomplish?
Your audience — Who will be participating in this conversation?
Context — Any background that shapes the conversation (your product, the situation, constraints).
Examples
Research:
I want to interview enterprise customers who recently renewed their contract to understand what almost made them churn and what ultimately kept them.
Intake:
Create an intake form for our legal practice that qualifies personal injury cases based on incident type, timeline, and existing representation.
Feedback:
I need a post-onboarding survey for new users who completed setup in the last 7 days to understand what was confusing and what worked well.
Advocacy:
I want to handle pricing objections from prospects who received our proposal. Our key differentiators are dedicated support, 99.9% uptime SLA, and SOC 2 compliance.
What Happens Next
After you submit your description:
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Perspective selects the agent type — Based on what you described, it picks the right agent (Concierge, Interviewer, Evaluator, or Advocate). You can override this if needed.
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The design agent asks follow-up questions — If your description is missing key details, the design agent will ask clarifying questions before generating the outline.
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An outline is generated — This is the set of guidelines that tells the agent how to conduct the conversation. It includes goals, questions, participant profile, and more. See Conversation Outline for what each part does.
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You review and refine — Test the conversation yourself, then ask the design agent for any changes. For example: "Make the tone more casual" or "Add a question about competitor usage."
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You're ready to launch — Once you are happy with the conversation, invite participants or embed it on your site.
Alternative Starting Points
Besides describing your goal from scratch, you can also:
- Upload a research brief — Paste or upload an existing document and Perspective will generate the conversation from it.
- Import a survey — Paste your existing survey questions and Perspective converts them into a conversational format.
- Start from a template — Use a saved outline from a previous conversation as a starting point.
Tips
Be specific about your audience. "Enterprise customers who renewed in the last 90 days" generates a much better conversation than "customers."
State the decision this informs. "...so we can decide whether to invest in a self-serve onboarding flow" helps Perspective focus the conversation on what actually matters.
Don't worry about getting it perfect. You can refine everything after the outline is generated. The design agent accepts natural language changes at any point.