Perspective in an Hour

Use this checklist to understand how Perspective fits together before you dive into individual guides.

1. Core building blocks

Concept	What it is	Why it matters
Outlines	Structured prompts and logic that define each interview/concierge flow.	Keeps conversations on-brand and compliant.
Agents	Runtime personalities (Concierge, Interviewer, Evaluator) that deliver the outline.	Each one is optimized for a specific job and routing.
Insights	Highlight pages, charts, exports, and downstream triggers.	Converts raw interviews into artifacts a team can act on.
Governance	Workspaces, roles, data policies.	Ensures the right people can launch/edit while keeping PII protected.

Define the moment. Decide whether you need intake triage, research depth, or evaluation scoring.
Clone/author an outline. Start from a template, add guardrails, and note required fields.
Choose the agent. Match the outline to Concierge (forms), Interviewer (research), or Evaluator (post-interaction scores).
Invite/route participants. Upload a list, embed in-product, or trigger via automation.
Monitor conversations live. Spot-check transcripts, trust scores, and completion metrics.
Synthesize. Use highlights, dashboards, and shared links to circulate learning.
Close the loop. Trigger CRM tasks, Jira issues, or email follow-ups using automations/Webhooks.

Program owner (Product/CX). Owns outlines, QA, and outcomes.
Research ops / Enablement. Standardizes templates, maintains tags, trains new teams.
Developers. Wire Perspective into existing systems (auth, embeds, MCP, data plane).
Admins. Manage workspaces, billing, and compliance reviews.

Understanding who does what up front avoids “shadow launches” and keeps data clean.

Once you grasp this map, jump into Getting Started to launch your first flow.