Integrating Perspective AI with User Interviews
If you're using User Interviews to recruit participants for your research projects in Perspective AI, Link Parameters enable you to automatically update participant statuses from invited to complete, completely eliminating manual work and saving you a ton of time.
This quick tutorial shows you how to set up the integration, configure both platforms, and test that everything works correctly. You'll learn how Link Parameters carry User Interviews invite IDs through the entire interview experience and automatically add them to the end of interview CTA button in Perspective.
Ideal for researchers and product managers using User Interviews for participant recruitment who want to streamline their workflow.
Transcript
If you're using User Interviews to recruit participants for your research projects in Perspective AI, Link Parameters enable you to automatically update participant statuses from invited to complete, completely eliminating manual work and saving you a ton of time. Link Parameters will carry user interview invite IDs from invite through the entire interview and automatically add them to the end of interview CTA button in perspective.
So here's how it works. First, you need to create your research outline in Perspective. And once it's ready, you copy the invite link and head over into user interviews.
Head to the research activity section and edit the task platform. Choose the Tracked Custom Link option and paste the Perspective URL. And then copy the User Interviews redirect URL and head back to Perspective.
Then open the outline settings and expand the Wrap Up section. Give your call to action button some text, something like claim your reward. And paste the redirect link from User Interviews. That's all you need to do and now you're ready to invite participants.
To test that the integration is working, head back into User Interviews. And click preview and confirm setup. It'll launch the Perspective interview. And if you don't want to take the entire interview, just tell Perspective something like skip to the end. When it asks if there's anything else you'd like to share, simply tell it no. And then click on the call to action button.
You should see a page that looks like this and that's all there is to it. Now every participant will move into the completed status at the end of the interview without you having to do any manual work.
This feature is available now for all Perspective customers, so give it a try and let us know what you think. Thanks for watching.