Creating Completion Flows for Conditional Routing

Learn how to automatically route participants to different destinations at the end of interviews based on what was discussed. This tutorial shows you how to set up conditional routing logic that creates personalized next steps for every participant—no manual work required.

Discover how to qualify leads, triage support requests, distribute incentives, and optimize conversions by sending each participant to the right destination based on their specific responses and needs.

Perfect for researchers managing lead qualification, support triage, follow-up research recruitment, or any workflow that requires conditional routing based on interview outcomes.

Available for all Perspective AI customers.

Completion Flows in Perspective AI let you automatically route participants to different destinations at the end of an interview based on what was discussed.

Instead of sending everyone to the same generic thank you page, you can create personalized next steps that match each participant's specific situation.

Here's how it works.

Let's say you're using Perspective to interview people who've expressed interest in your enterprise plans.

During the conversation, Perspective learns about their budget.

With Completion Flows, you can set conditional instructions like this:

During the interview, identify the participant’s budget.

if their budget is more than five thousand dollars per month, redirect them to this link where they can book a meeting with our sales team: https://example.com/book-a-meeting

if their budget is less than five thousand dollars, send them to this knowledge base article https://example.com/plans-and-pricing

Within a few seconds, you’ll see the Research Outline update with a new Completion Flow section containing your conditional instructions.

That's it.

Now every participant gets a relevant next step without any manual routing on your end.

Completion Flows are available for all Perspective customers, so give them a try and streamline your research-to-action workflow.