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Concierge

Your onboarding form comes back with “TBD” in every field. A conversation gets the full brief.

Perspective replaces your static onboarding questionnaire with an AI conversation that captures goals, requirements, stakeholders, and success metrics — so your team starts work on day one, not after ten emails.

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Your onboarding form comes back with “TBD” in every field. A conversation gets the full brief.

Clients complete it

~90% completion rate vs half-filled questionnaires. Conversations give clients space to think, not fields to skip.

Structured + deep

Captures the project management fields your system needs, plus the context that prevents scope creep and misalignment.

Briefs in real time

Complete client profiles flow to HubSpot, Gainsight, or Slack the moment the conversation ends.

From Questionnaire to Conversation

A conversation captures what a spreadsheet never could

  • Your questionnaire gets “TBD” and blank fields. Your concierge learns the real goals, who the stakeholders are, what success looks like, and what went wrong with their last vendor.
  • Follow-ups adapt to every answer — a client with a tight deadline gets different questions than one in discovery mode
  • Clients share more because it feels like a thoughtful kickoff, not homework
  • The result: structured project data your system can act on, plus the context that prevents misalignment three weeks in
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Brief
✓
Complete
yourcompany.com/onboarding
New Client Questionnaire
Company name *
Your company
Primary contact *
Name and email
Project goals
What are you hoping to achieve?
Key requirements
List any requirements or constraints...
Submit Questionnaire

Stop Slow Starts

This questionnaire is costing you time-to-value

  • Half-filled questionnaires with “TBD” in every field means your team starts work without complete requirements
  • Missing context surfaces three weeks in when it’s expensive to course-correct — and the client’s trust is already eroding
  • Ten emails of back-and-forth to get information the onboarding should have captured upfront
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Engagements

When teams start with full context, clients feel understood

  • Every new client arrives with goals, stakeholders, success metrics, requirements, and timeline — before the kickoff call
  • Kickoff calls become working sessions instead of information-gathering exercises
  • Time-to-value drops because your team starts executing on day one, not chasing answers
Popular Features
→ Browse onboarding templates→ Inside the Concierge agent
Client inquiresContacts you for help
Concierge qualifiesScope, budget, fit
92
Job qualified & routedRight team, full context
Slack
Salesforce
Gainsight
Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

Slack
Salesforce
Gainsight

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your questionnaire is missing.

Paste your onboarding form. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for onboard clients faster

Customize in minutes. Deploy when you're ready.

What does a successful first month look like for your team?

A

Onboard Clients Faster

Walk new clients through goals, requirements, stakeholders, and success metrics in one conversation. Your team gets a complete brief on day one — not ten emails of back-and-forth.

Used 2,000+ times

Use Template

Can you walk me through what happened and when?

M

Qualify Legal Cases

Qualify personal injury, family law, estate planning, and immigration inquiries based on the facts that determine fit — before your paralegal picks up the phone.

Used 2,100+ times

Use Template

What outcome are you hoping this project achieves?

M

Nail the Creative Brief

Turn vague briefs into specific direction. Capture target audience, tone, competitive context, and what success looks like — so your creative team gets intent, not just checkboxes.

Used 1,500+ times

Use Template