---
title: "Design Conversations"
nav_title: "Design"
description: "Design conversations in Perspective: choose agent types, create outlines, configure settings, add form fields, and set up completion flows."
tags: ["conversation design", "AI agent setup", "form replacement", "outline configuration"]
date: "2026-03-30"
nav_order: 1
---

Describe what you need and Perspective designs the conversation: it selects the right agent, generates an outline, and configures the flow. You review, refine, and launch. Most design settings can be changed by asking the design agent.

<cta-link href="/research?ref=docs">Create your first conversation</cta-link>
<cta-link href="/try-concierge">Replace a form with a Concierge</cta-link>

## Getting Started

- [Create a Conversation](/docs/guide/design/create-conversation) — describe your goals, audience, and context. Perspective handles the rest.
- [Test & Refine](/docs/guide/design/test-and-refine) — preview as a participant, provide feedback, and iterate. Each refinement creates a new outline version.
- [Conversation Settings](/docs/guide/design/conversation-settings) — customize branding, voice, welcome message, access control, and automations.
- [Conversation Outline](/docs/guide/design/create-research-outlines) — understand the outline structure — what each part does and how it shapes the conversation.

## Agent Behavior

Choose the right agent type for the job, and configure its guidelines, knowledge base, and navigation flow.

- [Understanding Agent Types](/docs/guide/design/choosing-agents) — what each agent does, what it replaces, and when to override the automatic selection.
- [Concierge Agent](/docs/guide/design/concierge-agent) — replaces intake forms with adaptive conversations that qualify, collect, and route.
- [Interviewer Agent](/docs/guide/design/interviewer-agent) — runs open-ended exploratory interviews for discovery work.
- [Evaluator Agent](/docs/guide/design/evaluator-agent) — replaces surveys with conversations that capture the story behind the score.
- [Advocate Agent](/docs/guide/design/advocate-agent) — replaces generic outreach with personalized conversations that listen first.
- [Completion Flows](/docs/guide/design/completion-flows) — route participants to different destinations based on their responses.
- [Automations](/docs/guide/design/automations) — send completed conversation data to email, Slack, HubSpot, webhooks, or scheduled digests.

## Data Collection

Conversation records include transcripts by default, and voice-mode conversations can include audio playback snippets where available. You can also define structured fields to collect specific data.

- [Conversation Context](/docs/guide/design/conversation-context) — choose between shared outline context, URL parameters, and invite context.
- [Knowledge & Resources](/docs/guide/design/knowledge-and-resources) — add factual context, participant-facing review materials, and private references.
- [Form Fields](/docs/guide/design/add-form-fields) — collect structured data alongside the conversation.
- [URL Parameters](/docs/guide/design/url-parameters) — pass context into the conversation as participant metadata and skip repetitive questions.