Perspective: an AI interview tool for large-scale conversations with customers

Perspective is a platform that utilizes artificial intelligence to conduct customer interviews at scale. It replaces traditional questionnaires with natural AI-moderated conversations, and is able to communicate with clients in depth through both text and voice. Users first set research objectives and interview topics, and the AI automatically generates a conversation guide. Then, the user invites the client to participate, and the AI will conduct the interview autonomously 24/7 and ask follow-up questions like a professional researcher. After the interview, the platform will automatically transcribe and analyze all conversations and generate a research report containing core ideas, key quotes and feasible recommendations. This set of tools is designed to help product managers, market researchers and founders understand the real needs of customers more efficiently, so that they can make the right product decisions faster.

Function List

• AI hosts interviews: Supports natural customer conversations guided by AI via text or voice, with the ability to intelligently follow up with questions based on the customer's answers.
• Dialog Template Library: Provide a variety of pre-defined interview templates covering common scenarios such as new feature validation, idea testing, roadmap evaluation, customer research, etc. to help users get started quickly.
• Automatic generation of research plans: The user simply enters the research objectives, audience, and relevant background information, and the system automatically generates a complete research plan with interview objectives and questions.
• Intelligent Reporting Analytics: After the interview, the AI automatically analyzes the conversation, distills key insights, highlights the customer's original words, and generates a summary report that can be shared with the team.
• Voice Agents: Capture the more authentic and unvarnished tone and emotions of your customers by simulating a real person's voice conversation to get a deeper level of feedback.
• Visual concept testing:: Pictures or design concepts can be shown to users in interviews and their intuitive feedback on them can be gathered.
• Sharing of research results: Support the creation of public highlights pages to easily share key findings from interviews with team members or stakeholders.

Using Help

Perspective AI simplifies the complex customer research process into three core steps, making it easy for users to get started and gain deep insights quickly.

Step 1: Create Conversation

Starting a study is very simple. After logging into your Perspective AI account, the main screen will guide you through the process of creating a new conversation.

1. Choose a starting point: You can create a brand new dialog from scratch or choose one from the library of templates provided by the platform. The template library covers a variety of common business scenarios such as:
   • Validate New Features (Validating new features): testing market acceptance of new features.
   • Idea Validation (idea validation): assessing the feasibility of a new product or idea before committing it to development.
   • Roadmap review (Roadmap assessment): Involve the client in roadmap planning to ensure development is going in the right direction.
   • Customer research (Customer Research): Explore in-depth customer pain points and unmet needs.
2. Defining research objectives: After selecting a template or starting from scratch, the system will ask you to answer a few guiding questions. This is the most critical step in the process; the clearer the information you provide, the more accurate the interview questions generated by AI will be. You need to be clear:
   • Research Topics: What are you most interested in learning about? For example, "ways to enhance our customer support experience."
   • target audience: Who would you like to talk to? For example, "Early customers who have contacted our customer service in the past month."
   • core objective: What do you hope to accomplish with this interview? For example, "to collect customer testimonials that can be shared with investors to prove the value of the product".
   • Providing background informationAI will use this information to make the interview conversation sound more relevant to your business.
3. Review and customization of the dialogue guide: After submitting your information, Perspective AI automatically generates a complete conversation guide within minutes, containing an opening statement, a set of core questions, and follow-up logic. You can review and modify these questions at any time to ensure they lead to the answers you want. For example, you can add more specific questions such as, "How did you solve this problem before using our product?" Or "Would you recommend us to a friend? Why?" Once you have confirmed that there are no errors, you can start the interview.

Step 2: Invite Customers

Once the interview is set up, you need to invite your customers to participate.

1. Share the link to the interview: The platform generates an exclusive link for each of your interviews. You can send this link to your target audience via email, social media or any instant messenger.
2. Customer Engagement Experience: Once a customer clicks on the link, he or she can start a conversation with the AI directly on the webpage without having to download any apps or register for an account. The dialog can be in text form or voice form. The whole process is designed to be like a relaxed chat, with the AI asking questions in a natural tone of voice and launching follow-up questions based on the customer's answers, encouraging them to share their true thoughts and feelings.
3. AI works 24/7: AI Interviewers can work 24/7, regardless of time zone. This means you can reach customers across the globe at scale and gather a lot of feedback in a short period of time without having to manually coordinate or schedule interviews.

Step 3: Get Clarity, Take Action

Perspective AI begins processing the data as soon as the client completes the interview.

1. Automated analysis and summarization: The platform automatically transcribes all voice conversations and aggregates all interviews for analysis.The AI identifies recurring themes, key pain points and positive feedback.
2. Generate visualization reports: You will be provided with an AI-produced research report. This report is very visual and contains:
   • Core summary: A high level summary of all the interviews so you get the big picture in minutes.
   • Key quotes: The original words straight from the client's mouth, these are the most convincing evidence.
   • Topic Classification: Categorize customer feedback under different topics, such as "Feature Requests", "Ease of Use Issues", or "Pricing Feedback".
   • Recommendations for next steps: Based on the analysis of the data, propose feasible next steps or recommendations.
3. Sharing and collaboration: You can easily share a report or a highlight from a report (e.g., a quote from a customer) with team members, management, or investors, allowing everyone to make decisions based on the true voice of the customer and ensuring that team goals are aligned with customer needs.

application scenario

1. Product development and roadmap planning
   Before committing resources to developing new features, product teams can utilize Perspective AI to quickly validate market needs. By conducting AI interviews with a small group of targeted users, teams can gather honest feedback on feature utility, design preferences, and willingness to pay, so they can avoid developing features that no one wants. It also helps teams prioritize features to ensure that the roadmap is aligned with users' core needs.
2. Gathering of customer references required by the investor
   For startups, it's critical to show investors that the product is a good match for the market. Arranging three-way calls between founders, investors and early customers is time-consuming and laborious. With Perspective AI, founders can invite early customers or design partners to participate in AI interviews to collect their real reviews of the product, their experience using it, and their willingness to recommend it. These genuine customer testimonials are powerful evidence of the product's value and market potential.
3. Enhancing the customer support service experience
   When a company's customer support satisfaction drops, but traditional quantitative metrics like first response time look good, it's a sign that something is wrong with the details of the service experience. Companies can invite customers who have recently contacted customer support to participate in AI interviews to gain insight into how they really feel about the support process, the barriers they encountered, and the unresolved issues. This qualitative feedback can help organizations find the breakpoints in the service process and make targeted improvements that can really boost customer satisfaction.
4. Conduct market and competitive research
   Organizations can use Perspective AI to understand how customers view competitors' products. By designing questions accordingly, the AI can lead customers to share their reasons for using a competitor's product, feature points they like or dislike, and reasons for switching to their current product. This information is critical for developing differentiated competitive strategies and market positioning.

QA

1. How is Perspective AI different from traditional online questionnaires?
   The biggest difference is in the form of interaction and the depth of feedback. Traditional questionnaires are static; all participants see the same questions and are unable to ask follow-up questions based on their answers. Perspective AI, on the other hand, by simulating a real person's conversation, can ask dynamic and personalized follow-up questions based on participants' answers, thus digging out deeper reasons and motives. Additionally, the Voice Dialogue feature captures emotions and tone of voice that text cannot, providing richer insights.
2. Are customers willing to have a conversation with AI?
   Will. Because conversations with AI are often perceived as less stressful, participants will be more willing to share honest or even negative feedback without fear of offending a live interviewer. The entire experience is designed to be smooth and natural, like a simple online chat. At the same time, customers can complete the interview at any time according to their schedule, which is very convenient.
3. How is data privacy and security guaranteed for this service?
   Perspective AI has data security and privacy as a core element. All interview data is encrypted during transmission and storage. The platform complies with relevant data protection legislation to ensure that client information and interviews are used only for agreed research purposes and are not disclosed or used for other purposes.
4. How long does it take to complete a full customer study?
   Using Perspective AI can dramatically shorten the research cycle. The process of creating interviews and questions typically takes only a few minutes to half an hour. Once the interview links are sent out, feedback begins to flow in real time. Interviews that used to take weeks or even months to complete with a hundred people may now take only a few days. Reports and analyses are generated automatically, eliminating a lot of time spent manually organizing and coding.