How to Use Perspective AI for Feature Prioritization & Roadmap Validation

What You'll Accomplish

• Data-driven roadmap prioritized by real customer impact, not internal assumptions
• Clear understanding of which features drive retention, expansion, and satisfaction
• Usage context insights that inform how features should be designed and positioned
• Willingness to pay data that connects feature development to revenue potential

Step 1: Define Your Research Question

1. Go to getperspective.ai/signup and create your account
2. Click "Create New Conversation"
3. Define your primary research question, such as:
   • "Which features should we prioritize on our roadmap based on real customer needs and impact?"
   • "What capabilities would have the biggest impact on customer satisfaction and business outcomes?"
   • "How do feature priorities differ across customer segments and use cases?"

• Research type (Exploratory, Discovery, etc.)
• Detailed research description
• Interview goals and objectives
• Target participant profile
• Initial research plan

Step 2: Refine Your Research Plan

• Goals: 3 specific objectives (e.g., "Understand which missing capabilities create the most customer friction") - you can define additional goals in the refinement step
• Target participants: Customer demographics across different usage patterns and segments
• Core questions: Foundation questions that ensure consistent feature priority data collection

• "Walk me through your typical workflow with our product. Where do you get stuck or wish something worked differently?"
• "If you could add one capability to our product that would significantly improve your results, what would it be and why?"
• "Think about a recent frustrating experience with our product. What feature or improvement would have prevented that?"
• "What would you be willing to pay extra for if it saved you significant time or improved your outcomes?"
• "When you compare our product to alternatives, what capabilities do they have that you wish we had?"

Step 3: Customize the Participant Experience

• Conversation Title: "Help Shape Our Product Roadmap: Share Your Experience and Priorities"
• Welcome Message: "I'd love to understand how you use our product and what improvements would make the biggest difference for you. This AI-guided conversation directly influences our product roadmap and feature development. Your insights help us build capabilities that truly matter."
• Researcher Info: Add your name, title (Product Manager, Product Research, etc.), and brief bio

• End-of-interview CTA: "Want to see these features as we build them? Join our beta program for early access" + sign-up link
• Auto-send thank you email: Enable to maintain product relationship
• Require sign-in: Recommended for usage data correlation and follow-up
• Access level: Keep as "Account" (visible to your team only)

Step 4: Invite Your Target Participants

• Power users: High-engagement customers who push product limits
• Core users: Regular users who represent your main use cases
• Struggling users: Customers with low engagement or frequent support needs
• New users: Recent adopters still learning the product
• Churned users: Former customers who left due to missing capabilities
• Different segments: Various company sizes, industries, or use case types

• Copy the unique conversation link
• Send via email, in-app messaging, or customer success touchpoints
• Position as direct input into product development

• Use built-in email invitations
• Send directly from Perspective AI platform

"Hi [Name], we're planning our product roadmap and your input would be incredibly valuable. This AI-guided conversation explores what features would make the biggest difference for users like you. Your insights directly influence what we build next. Would you mind sharing 10-15 minutes to help shape our product direction? [insert link]"

• Emphasize direct impact on product development
• Reach out through product or customer success teams
• Consider feature preview incentives or early access
• Segment invitations by usage level for targeted messaging

Step 5: Let Perspective AI Conduct the Interviews

• Participants click the link and start conversations on their own time
• Perspective AI conducts natural, conversational interviews
• Each conversation adapts based on participant responses about their workflows and needs
• All feature insights are automatically recorded and organized by user segment

1. Current product usage and workflow exploration
2. Pain point and friction identification
3. Feature need and priority discussion
4. Outcome and impact assessment
5. Competitive and alternative solution comparison
6. Thank you and product update opt-in

Step 6: Analyze Your Feature Priority Data

• Get instant overview of most requested features and common pain points
• Identify workflow patterns and friction points across user segments
• See feature priority themes by user type and engagement level

• "What features or capabilities are mentioned most frequently across all interviews?"
• "Which pain points appear in the workflows of our most engaged users vs. struggling users?"
• "Show me quotes about features that would significantly impact customer outcomes"
• "What capabilities do customers say they'd pay extra for?"
• "Which missing features cause customers to use competitor or alternative tools?"

• "Rank requested features by frequency, impact, and willingness to pay"
• "Create a table showing feature priorities by customer segment or use case"
• "Identify quick wins vs. major development efforts based on customer feedback"
• "Map feature requests to specific workflow stages where customers get stuck"
• "Show me features that could reduce churn vs. drive expansion"

• "Which features would move struggling users to power user status?"
• "Compare feature priorities between high-value and low-value customer segments"
• "Identify feature gaps that prevent customers from replacing competitor tools"
• "What integration or platform capabilities would unlock new use cases?"

Step 7: Build Your Data-Driven Roadmap

• Prioritized feature backlog based on customer impact and frequency
• Detailed user stories with real customer context and workflows
• Success metrics and acceptance criteria informed by customer outcomes
• Technical requirements that address actual usage patterns

• Roadmap themes that align features with business objectives
• Segment-specific feature strategies for different customer types
• Competitive differentiation opportunities based on unmet needs
• Platform and integration priorities that unlock expansion

• Development priorities with clear customer impact justification
• User experience requirements based on workflow analysis
• Performance and scalability needs identified through usage insights
• API and integration specifications driven by customer requests

• Feature positioning and messaging based on customer language
• Pricing and packaging opportunities for high-value capabilities
• Sales enablement content highlighting customer-validated benefits
• Customer communication strategies for roadmap updates

Real-World Example

• Time tracking integration mentioned by 67% (highest priority across all segments)
• Advanced reporting requested by 83% of power users, only 20% of regular users
• Mobile app improvements cited by 45% as preventing broader team adoption
• Automation workflows mentioned as "game-changer" by enterprise customers
• Template library requested by 52% of struggling users to improve onboarding
• Client portal access mentioned by 38% as reason for considering alternatives

• Time tracking needed for billing clients, not just project management
• Reporting gaps caused manual work that reduced product value
• Mobile limitations prevented field team participation
• Lack of automation meant repetitive setup for similar projects
• Template gaps caused slow onboarding and inconsistent usage

• 70% would pay extra for time tracking integration ($5-15/user/month)
• 45% would upgrade tiers for advanced automation ($20-40/user/month)
• 60% would pay for mobile app improvements ($3-8/user/month)

1. Immediate Priority: Time tracking integration (high impact, clear ROI)
2. Q2 Focus: Mobile app overhaul (adoption blocker for 45% of users)
3. Enterprise Track: Automation workflows (expansion opportunity for high-value accounts)
4. Onboarding Improvement: Template library (reduce struggling user churn)
5. Competitive Defense: Client portal features (prevent alternative tool adoption)

• Customer retention improved 31% after time tracking and mobile improvements
• Average revenue per user increased 28% with automation tier upgrades
• Time-to-value for new users decreased 40% with template library
• Net Promoter Score increased from 34 to 56
• Feature adoption rates increased 65% when built based on workflow context

Advanced Feature Prioritization Use Cases

• Interview customers who use competitor tools to understand feature gaps
• Identify table-stakes features vs. differentiation opportunities
• Understand feature combinations that create switching costs

• Correlate feature requests with actual product usage data
• Identify features that would increase engagement vs. satisfaction
• Understand feature dependencies and sequencing requirements

• Test pricing sensitivity for different feature packages
• Identify features that justify tier upgrades or add-on purchases
• Understand value-based pricing opportunities

Quick Start Checklist

• Create Perspective AI account and define feature prioritization research question
• Customize research plan with 2-3 mandatory questions about workflows and friction
• Set up participant experience emphasizing roadmap influence
• Identify and invite diverse users (power users, struggling users, churned users)
• Wait for interview completion (typically 24-48 hours)
• Generate Magic Summary for feature theme identification
• Ask specific questions about feature impact, frequency, and willingness to pay
• Create prioritized roadmap with customer impact justification
• Schedule follow-up feature validation research before development begins

Sample Analysis Questions for Feature Prioritization

• "Which requested features would have the biggest impact on customer workflows?"
• "What capabilities would move struggling users to successful user status?"
• "Which features are mentioned as 'must-haves' vs. 'nice-to-haves' by different segments?"

• "Rank feature requests by how often they're mentioned across all interviews"
• "Which pain points appear most frequently in customer workflows?"
• "What features do customers say would make them recommend our product more?"

• "Which features are most often mentioned by customers who upgraded or expanded?"
• "What capabilities do churned customers say would have kept them as users?"
• "Which features correlate with higher customer satisfaction scores?"

• "Which features have clear implementation paths vs. complex technical requirements?"
• "What feature combinations would create the most comprehensive solution?"
• "Which features would reduce support burden while improving user experience?"

FAQs

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