---
title: "Your First Conversation in 5 Minutes"
nav_title: "Quickstart"
description: "Create, test, share, and analyze your first Perspective conversation."
tags: ["quickstart", "getting started", "first conversation"]
date: "2026-05-11"
nav_order: 0.5
nav_display: true
---

# Your First Conversation in 5 Minutes

This quickstart walks through the core Perspective loop: create a conversation, test it yourself, invite participants, and analyze the first responses.

## 1. Create the conversation

Open Perspective and create a new conversation. Describe the outcome, audience, and context in plain language:

```text
I want to interview recent customers about their onboarding experience
so I can identify where they got stuck and what helped them succeed.
```

Perspective selects an agent type, drafts the outline, and sets up the flow. You can accept the draft or ask the design agent to refine it.

For more detail, see [Create a Conversation](/docs/guide/design/create-conversation) and [Conversation Outline](/docs/guide/design/create-research-outlines).

## 2. Check the agent type

Perspective chooses the agent from your description:

| Agent | Best for |
| --- | --- |
| **Concierge** | Intake, qualification, lead capture, support triage, and form replacement |
| **Interviewer** | Exploratory research, discovery, user interviews, and feedback conversations |
| **Evaluator** | Surveys, scoring, rubrics, and structured feedback with follow-up questions |
| **Advocate** | Personalized outreach, objection handling, education, and campaign conversations |

You can override the agent type if the automatic choice does not match your goal. See [Understanding Agent Types](/docs/guide/design/choosing-agents).

## 3. Test it yourself

Before sending the conversation to real participants, open the design view and select **Try it out**.

Complete the preview like a participant would. Watch for:

- Questions that feel unclear or repetitive
- Missing context the agent should know
- A tone that feels too formal or too casual
- A conversation that runs too long
- An ending that does not explain what happens next

If something feels off, tell the design agent what to change in plain language, then test again. See [Test and Refine](/docs/guide/design/test-and-refine).

## 4. Invite participants

When the preview feels ready, open **Invite participants**.

You can:

- Copy the public conversation link
- Send targeted invitations by email
- Invite through Slack, WhatsApp, or phone when those channels are configured
- Embed the conversation on a website or app

For all collection options, see [Invite Participants](/docs/guide/collect/invite-participants), [Embed Interviews](/docs/guide/collect/embed-interviews), and [Track Participant Context](/docs/guide/collect/track-participant-context).

## 5. Analyze the first responses

After at least one non-preview conversation is complete, open the Perspective's Results area and select **Analysis**.

Ask a plain-language question:

- "What were the biggest onboarding pain points?"
- "Summarize the strongest themes with citations."
- "Which participants mentioned pricing or setup confusion?"
- "Create a table of the top feature requests."

Analysis sessions can search transcripts, use form data, cite source conversations, and save useful outputs as highlights or public pages. See [Analysis Sessions](/docs/guide/analyze/analysis-sessions) and [Conversation Results](/docs/guide/analyze/conversations).

## What to read next

- [Design Conversations](/docs/guide/design) for outline, agent, setting, and completion-flow setup
- [Collect Responses](/docs/guide/collect) for links, embeds, participant groups, and context
- [Analyze and Share](/docs/guide/analyze) for results, trust assessment, analysis sessions, and pages
- [Developers](/docs/build) for MCP, API, webhooks, automations, and embed reference