Perspective AI Intelligent Intake
getperspective.ai
What it is
Perspective AI Intelligent Intake qualifies prospects before they reach a business, helping route suitable leads and reduce screening calls. Businesses describe their ideal client and fit criteria, then set questions and routing rules, preview the conversation, and share an intake link. Conversations can follow up on vague answers, probe inconsistencies, and ask about details that determine fit. Rules can send strong fits to a calendar, decline weak fits, or redirect referrals. Intake can appear as a website widget, popup, email link, or standalone page, with white-label branding. Each completed conversation produces a structured summary that can be routed to an inbox, CRM, or Slack. Listed use cases include legal, patient, therapy and counseling, and financial services intake. Supported integration providers include Slack, HubSpot, Gmail, Google Docs, Notion, and Confluence. Perspective says its documentation describes the service as SOC 2 and ISO 27001 certified. All plans include 100 credits toward AI-powered conversations. The Free plan costs nothing; Pro Subscription costs $99 a month and includes 1,000 credits per month, with fresh credits monthly. The page says users can cancel anytime and start without a credit card.
Spec sheet
- What it does
- Perspective replaces static intake forms with adaptive AI conversations that qualify, route and summarize prospects.Read 15 Oct 2026 · getperspective.ai
- Purpose
- Perspective qualifies prospects before they reach a business, helping route suitable leads and reduce screening calls.Read 8 Oct 2026 · getperspective.ai
- Deployment
- Intake can be deployed as a website widget, popup, email link, or standalone intake page, with white-label branding.Read 8 Oct 2026 · getperspective.ai
- Integrations
- The product supports Slack, CRM connections and webhook-based workflow integrations.Read 15 Oct 2026 · g2.com
- Security
- Perspective's documentation page states that it is SOC 2 and ISO 27001 certified.Read 8 Oct 2026 · getperspective.ai
- Adaptive conversations
- The intake conversation can follow up on vague answers, probe inconsistencies, and ask more about details that determine fit.Read 8 Oct 2026 · getperspective.ai
- Adaptive questioning
- The intake agent follows up on vague answers, probes inconsistencies and asks deeper qualification questions.Read 15 Oct 2026 · getperspective.ai
- App-store availability
- The Apple listing found for “Perspective AI: Your Assistant” is made by App Vizyon, is an iPhone personal-assistant app and is not identified as the getperspective.ai Intelligent Intake product.Read 15 Oct 2026 · apps.apple.com
- Automatic routing
- Teams can route strong fits to calendars, weak fits to declines and referrals to another destination using configurable rules.Read 15 Oct 2026 · getperspective.ai
- Cancellation
- The Intelligent Intake page says users can cancel anytime and start without a credit card.Read 8 Oct 2026 · getperspective.ai
- Changelog update
- On October 15, 2026 the changelog added answering invited perspectives through Claude or ChatGPT via the MCP server and improved automation reliability.Read 15 Oct 2026 · getperspective.ai
- Company size and headquarters
- LinkedIn lists Perspective as privately held, headquartered in Palo Alto, California, with 2–10 employees.Read 15 Oct 2026 · linkedin.com
- Conversation claims
- The product page claims a 90% completion rate, 25–30 messages per conversation, 10x more qualification signal and zero screening calls.Read 15 Oct 2026 · getperspective.ai
- Deployment channels
- Intake can be deployed as a website widget, popup, email link or standalone page and can be white-labeled.Read 15 Oct 2026 · getperspective.ai
- Developer documentation
- Documentation lists 40 guide articles, five developer articles, six training articles and 32 use-case playbooks.Read 15 Oct 2026 · getperspective.ai
- Embed SDK
- The JavaScript Embed SDK supports widget, popup, slider, floating and full-page interview embeds.Read 15 Oct 2026 · getperspective.ai
- Founded year
- G2 lists Perspective as serving customers since 2024 and gives a 2024 founding year.Read 15 Oct 2026 · g2.com
- Founder
- The company identifies Guy Nirpaz as Perspective AI's founder.Read 15 Oct 2026 · getperspective.ai
- Free access
- The pricing page says all plans include 100 credits toward AI-powered conversations and offers a Start Free option.Read 8 Oct 2026 · getperspective.ai
- Funding
- Crunchbase lists Perspective AI as a private seed company with two funding rounds and five investors, including Honeystone Ventures and Village Global; the amount is not publicly shown on the page.Read 15 Oct 2026 · crunchbase.com
- Hosted delivery
- Reviewed documentation describes Perspective as a hosted web service with browser embeds and APIs; no self-hosting option is documented.Read 15 Oct 2026 · getperspective.ai
- Industries
- Listed use cases include legal, patient, therapy and counseling, and financial services intake.Read 8 Oct 2026 · getperspective.ai
- Industry use cases
- Official use cases include legal, patient, therapy and counseling, and financial-services intake.Read 15 Oct 2026 · getperspective.ai
- Intake setup
- Users describe their ideal client and fit criteria, customize questions and routing rules, preview the conversation, and share an intake link.Read 8 Oct 2026 · getperspective.ai
- Lead summaries
- Completed conversations produce structured summaries that can be sent to an inbox, CRM or Slack.Read 15 Oct 2026 · getperspective.ai
- Licence
- The reviewed official pages document a hosted SaaS product and APIs but do not publish an open-source licence.Read 15 Oct 2026 · getperspective.ai
- Limit: language support
- A G2 reviewer requested better support for Hebrew.Read 15 Oct 2026 · g2.com
- Limit: product maturity
- A G2 review summary says the product is user-friendly but still has growing pains because it is new and complex.Read 15 Oct 2026 · g2.com
- Limit: sales-performance complaint
- A Capterra reviewer of Perspective Funnels reported 599 visits with zero leads and alleged that a promised money-back guarantee was not honored.Read 15 Oct 2026 · capterra.com
- MCP automation
- The MCP server provides broader automation such as listing perspectives, reading conversations, inviting participants and managing automations.Read 15 Oct 2026 · getperspective.ai
- Praise: asynchronous intake
- A G2 reviewer said asynchronous interviews reduce calendar stuffing and leave collected data ready to use.Read 15 Oct 2026 · g2.com
- Praise: ease of use
- A G2 reviewer praised the easy setup, adaptive question suggestions and ability to avoid hardcoding questions.Read 15 Oct 2026 · g2.com
- Praise: integrations and support
- A G2 reviewer praised routing through Slack, custom Google Docs workflows, the interface and responsive staff.Read 15 Oct 2026 · g2.com
- Rating on Capterra
- 3.8 out of 5 from 11 reviewsRead 15 Oct 2026 · capterra.com
- Rating on G2
- 5.0 out of 5 from 2 reviewsRead 15 Oct 2026 · g2.com
- REST API
- A REST API under /api/v1/ can create perspectives and retrieve public embed configuration using an MCP bearer key.Read 15 Oct 2026 · getperspective.ai
- Security certifications
- Perspective states that it is SOC 2 certified and ISO 27001:2022 compliant.Read 15 Oct 2026 · getperspective.ai
- Setup time
- The company says a first AI intake conversation can be set up in minutes and requires no form builder or developer.Read 15 Oct 2026 · getperspective.ai
- Structured capture
- The platform converts natural-language interactions into schema-aligned fields, validates them against business rules and keeps audit-ready records.Read 15 Oct 2026 · getperspective.ai
- Support documentation
- The documentation includes a searchable assistant, quickstart, design, collection, analysis, API, webhook and embed guidance.Read 15 Oct 2026 · getperspective.ai
- Webhook events
- Webhooks support interview.completed, interview.partial and interview.abandoned events delivered by HTTPS POST.Read 15 Oct 2026 · getperspective.ai
- Webhook limitation
- Webhook bodies are not digitally signed; authentication relies on HTTPS, a configured authorization header and idempotency handling.Read 15 Oct 2026 · getperspective.ai
Plans and prices
Free Free 100 credits toward AI-powered conversations Read 15 Oct 2026 · getperspective.ai
Flex Credits $49, paid once one-time purchase 500 credits Read 15 Oct 2026 · g2.com
Pro Subscription $99 a month monthly 1,000 credits/month · fresh credits monthly · unlimited seats · custom branding · choice of LLM providers Read 15 Oct 2026 · getperspective.ai
Strong points and limits
Strong points
- Adapts follow-up questions to prospect answers
- Routes leads according to fit criteria
- Offers widget, popup, email, and page deployments
- Creates summaries for inboxes, CRM, or Slack
Limits
- Free plan includes 100 AI conversation credits
- Pro Subscription costs $99 a month
- Listed platform is web
Who it suits
Intelligent Intake suits businesses that want to qualify prospects and route inquiries before they reach staff. Its listed use cases include legal, patient, therapy and counseling, and financial services intake.
Verdict
Intelligent Intake combines adaptive questions, routing rules, and structured summaries for prospect screening. The free plan includes 100 credits; Pro starts at $99 a month for 1,000 monthly credits.
Where Specifiction places it
- User Research Repositories Software#1 of 248.8
- Legal Intake Software#3 of 258.6
- Course Evaluation Software#5 of 218.6
