Running Programs
Keep your research or concierge programs humming. These articles cover agent setup, participant management, and delivery mechanics.
Create & Configure
- Creating Research Outlines
- How To Use Link Summaries
- Adding Form Fields to Research Outlines
- Using URL Parameters to Customize Interviews
- Creating Completion Flows for Conditional Routing
Agent Types
- Understanding Agent Types
- Creating an Interviewer Agent
- Creating a Concierge Agent
- Creating an Evaluator Agent
Recruit & Deploy
- Creating and Managing Participant Groups
- Invite Participants
- Embed Interviews on Your Website or App
- Integrating Perspective AI with User Interviews
Use these playbooks whenever you expand a program, add a new channel, or hand off ownership to another team.