How Perspective Works | Docs

Every team talks to customers. The question is how.

You send surveys — and response rates keep dropping. You build intake forms — and people abandon them or give you garbage data. You schedule interviews — and it takes three weeks to get five on the calendar. You broadcast messages — and nobody responds because they are generic.

Perspective replaces all of these with AI-powered conversations that adapt to each person, run at any scale, and deliver structured insights automatically.

The Core Loop

Every Perspective conversation follows the same flow:

Describe what you need — Tell Perspective what you want to learn, collect, or accomplish. It designs the conversation for you — choosing the right agent type, generating an outline with goals and questions, and setting up the flow.
Review and refine — The outline is the set of guidelines that tells the agent how to conduct the conversation. You can adjust goals, questions, and behavior — or just go with what Perspective generated.
Invite participants — Share a link, send email invitations, or embed directly in your product.
AI runs the conversations — Each participant has a one-on-one conversation with your agent. It adapts in real-time to what they say.
Analyze and act — Ask questions about your conversations in natural language. Publish findings. Trigger workflows.

Four Agents, Four Jobs

Perspective automatically selects the right agent type based on what you describe. You can always override the selection, but most of the time it gets it right. Each agent replaces a different broken tool with something dramatically better.

Concierge — Replace Your Forms

The goal: Qualify leads, collect intake information, route people to the right place.

The old way: You build a web form. Rigid fields force people into categories that don't fit. They abandon halfway through, guess at dropdowns, or give you incomplete data. Your team spends hours cleaning up and re-qualifying.

With Perspective: The Concierge agent has a natural conversation, infers what it can from context, only asks what it needs, and captures structured data that flows directly into your CRM or ops system. Completion rates double. Data quality goes up. Routing happens automatically.

No form builder needed. Tell Perspective what you are qualifying for, and it builds the conversation for you.

Set up a Concierge agent

Replace your first form

Interviewer — Replace Manual Research

The goal: Understand customers deeply — their motivations, pain points, decisions, and context.

The old way: You hire a researcher or do it yourself. It takes one to three weeks to schedule five interviews. You read from a script, transcribe the recordings, and spend days pulling out themes. Most teams agree they should talk to customers more — they just never find the time.

With Perspective: The Interviewer agent conducts deep, exploratory conversations using ethnographic techniques. It follows the participant's narrative, asks the question behind the question, and surfaces themes in hours. Twenty conversations in 48 hours instead of two conversations in three weeks.

Set up an Interviewer agent

Start interviewing

Evaluator — Replace Your Surveys

The goal: Measure satisfaction, collect structured feedback, track sentiment over time.

The old way: You send a survey. Response rates are in freefall. Someone gives you a 6 out of 10 — and you have no idea why. The comment box says "could be better." You report the score, nothing changes, and the next survey performs even worse.

With Perspective: The Evaluator agent turns every score into a conversation. When someone rates you a 6, it asks what drove that number. It uncovers specific problems, competitive signals, and save opportunities that a survey checkbox can never capture. You get both the metrics you need and the stories that make them actionable.

Set up an Evaluator agent

Replace your surveys

Advocate — Replace Generic Outreach

The goal: Persuade, educate, and make your case to each person individually.

The old way: You send the same email to everyone. Your landing page speaks to no one in particular. People don't respond to pitches — they respond to being understood. But you can't have a personal conversation with every prospect.

With Perspective: The Advocate agent listens first — understanding each person's situation, concerns, and priorities — then delivers tailored messaging from your playbook that actually resonates. It handles objections with specific proof points, not generic talking points. Your message lands because it is personal.

Set up an Advocate agent

Start advocating

Try It Yourself

The fastest way to understand Perspective is to use it. No setup required — just describe what you need and go.

Create your first conversation Replace your first form

Step by step

Describe what you need — for example: "I want to interview recent customers about their onboarding experience so I can identify where they got stuck."
Perspective picks the right agent type and generates a conversation outline. Review it, tweak if needed, or just go with it.
Click Invite Participants, copy the link, and open it yourself in a new tab.
Complete the conversation as if you were a participant.
Go back and click New Analysis Session. Ask: "What were the main themes?"

You have just completed the full loop.

What's Next

Design Conversations — Describe your goals, test and refine, customize settings.
Collect Responses — Invite participants, embed in your product, manage groups.
Analyze & Share — Run analysis sessions, validate quality, publish findings.
Settings — Workspaces, profiles, permissions, and billing.

Looking for developer integrations? See Developers. Prefer video walkthroughs? Head to Training.