Adding Form Fields to Research Outlines

Capture standardized information during conversational interviews without disrupting natural flow. This quick tutorial shows you how to add form fields to any research outline using simple instructions.

Learn when to use form fields, how to add them conversationally, and where to view structured results—in post-interview emails and directly in the product.

Ideal for customer research, onboarding interviews, and any study requiring consistent data collection.

Form fields in Perspective AI enable you to quickly capture a standardized set of information and present it in a highly scannable way, without compromising the conversational feel of interviews

You can add form fields to any research outline simply by instructing Perspective to add them.

For example, let’s say you’re using Perspective to interview new users during the post-signup onboarding flow, and you want to ensure that you capture their main use case, the goals they hope to achieve with your service, and how they learned about your product.

Simply tell Perspective to add form fields for each of those points.

The research outline will update within a few seconds, and that’s it.

After adding form fields, every post-interview email will include the fields and the participant’s answers.

You can also switch to the Form Fields view for every conversation summary directly in the product.

Form fields are available for Perspective customers on all plans. Try it today and let us know what you think.

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