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Concierge

Your signup form asks their role. A conversation learns what they need.

Perspective replaces your static onboarding flow with an AI conversation that understands each user’s goals, routes them to value, and flags high-intent signups for your team.

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Your signup form asks their role. A conversation learns what they need.

Users prefer it

~90% completion rate vs ~46% for static forms. Conversations feel personal, not like a generic setup wizard.

Structured + deep

Captures the segmentation fields your system needs, plus what the user actually wants to accomplish — in one conversation.

Routed in real time

High-intent signups get flagged. Everyone else lands exactly where they need to be. Slack and HubSpot update automatically.

From Form to Conversation

A conversation captures what a setup wizard never could

  • Your form collects role and company size. Your concierge learns what they’re trying to accomplish, what they’ve tried before, and how urgently they need it.
  • Follow-ups adapt to every answer — a developer evaluating your API gets different guidance than a marketing lead exploring dashboards
  • Users share more because it feels like someone designed the experience for them
  • The result: structured user data your system can act on, plus the intent signals that determine who gets white-glove treatment
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Activation
3/4
On track
yoursite.com/welcome
Tell Us About Yourself
Full name *
Jane Smith
Role *
Select your role...
Company size
Select...
Primary goal
What brings you here?
Continue to Dashboard

Stop Losing Signups

This wizard is costing you activation

  • Everyone gets the same generic dashboard and the same setup steps — 67% skip it entirely
  • You collect company size and role but not what they actually need — so you can’t route them anywhere useful
  • High-intent signups get no special treatment. Casual browsers get no fast path out.
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Activation

When you know what users want, they find value faster

  • Every new user is routed to the right feature, tutorial, or resource based on what they told you — not a generic wizard
  • Product and CS get notified about high-intent users who need attention — based on real signals, not just plan tier
  • Users reach their “aha moment” faster because the first experience is designed around their actual goal
Popular Features
→ Browse onboarding templates→ Inside the Concierge agent
Prospect arrivesRequests a demo
Concierge qualifiesBudget, timeline, intent
92
Lead scored & routedQualified → sales team
Slack
HubSpot
Calendly
Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

Slack
HubSpot
Calendly

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 onboarding is missing.

Paste your signup page. 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 personalize user onboarding

Customize in minutes. Deploy when you're ready.

What are you hoping to accomplish in your first week with us?

D

Personalize User Onboarding

Replace static signup wizards with conversations that segment users, personalize their setup, and accelerate time to value.

Used 2,400+ times

Use Template

Before you go — what would need to change for you to stay?

M

Exit Intent & Churn Prevention

Go beyond “too expensive” in a dropdown. Your exit intent survey becomes an AI conversation that uncovers the real cancellation reason and surfaces the right save offer at the right moment — before they’re gone.

Used 1,600+ times

Use Template

How has your experience changed over the past few months?

C

Monitor Customer Health

Check in at renewal, onboarding, or risk moments. Surface churn signals early and give your CS team the context to intervene before it’s too late.

Used 1,900+ times

Use Template