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@perspective-ai/sdk

v1.8.0

Published

Embed SDK for Perspective AI research interviews

Readme

@perspective-ai/sdk

Embed SDK for Perspective AI — AI-powered conversation agents for your website.

Installation

npm install @perspective-ai/sdk

Quick Start

Vanilla JavaScript

<button id="feedback-btn">Get Started</button>

<script type="module">
  import { openPopup } from "@perspective-ai/sdk";

  document.getElementById("feedback-btn").addEventListener("click", () => {
    openPopup({
      researchId: "your-research-id",
      onSubmit: () => {
        console.log("Conversation completed!");
      },
    });
  });
</script>

React? Use @perspective-ai/sdk-react for hooks and components.

Embed Types

| Type | Function | Description | | -------- | --------------------------------- | ------------------------------- | | Widget | createWidget(container, config) | Inline embed in a container | | Popup | openPopup(config) | Centered modal overlay | | Slider | openSlider(config) | Side panel slides in from right | | Float | createFloatBubble(config) | Floating chat bubble in corner | | Fullpage | createFullpage(config) | Full viewport takeover |

Widget (Inline Embed)

import { createWidget } from "@perspective-ai/sdk";

const container = document.getElementById("interview-container");
const handle = createWidget(container, {
  researchId: "your-research-id",
});

Popup Modal

import { openPopup } from "@perspective-ai/sdk";

const handle = openPopup({
  researchId: "your-research-id",
  theme: "dark",
});

Slider Panel

import { openSlider } from "@perspective-ai/sdk";

const handle = openSlider({
  researchId: "your-research-id",
});

Float Bubble

import { createFloatBubble } from "@perspective-ai/sdk";

const handle = createFloatBubble({
  researchId: "your-research-id",
});

// Control the bubble
handle.open();
handle.close();
handle.toggle();
console.log(handle.isOpen); // boolean

Fullpage

import { createFullpage } from "@perspective-ai/sdk";

const handle = createFullpage({
  researchId: "your-research-id",
});

Configuration

interface EmbedConfig {
  // Required
  researchId: string; // The ID of your Perspective agent

  // Optional
  host?: string; // Custom API host
  theme?: "light" | "dark" | "system"; // Theme preference (default: "system")
  channel?: "TEXT" | "VOICE" | ["TEXT", "VOICE"]; // Interaction mode (default: from server config)
  welcomeMessage?: string; // Teaser text next to float button (float-type only)
  buttonText?: string; // Custom text for popup/slider trigger buttons
  params?: Record<string, string>; // Custom URL parameters for tracking
  brand?: {
    light?: BrandColors; // Light mode brand colors
    dark?: BrandColors; // Dark mode brand colors
  };
  launcher?: LauncherConfig; // Float button customization (see Launcher Customization section)
  disableClose?: boolean; // Prevent user from closing popup/slider (hides X, blocks ESC/overlay)

  // Callbacks
  onReady?: () => void;
  onSubmit?: (data: { researchId: string }) => void;
  onClose?: () => void;
  onNavigate?: (url: string) => void; // Handle navigation (default: window.location.href)
  onError?: (error: EmbedError) => void;
  onAuth?: (data: { researchId: string; token: string }) => void; // Cross-origin auth complete
}

interface BrandColors {
  primary?: string; // Primary brand color
  secondary?: string; // Secondary brand color
  bg?: string; // Background color
  text?: string; // Text color
}

Handle API

All embed functions return a handle for programmatic control:

EmbedHandle (Widget, Popup, Slider, Fullpage)

interface EmbedHandle {
  unmount(): void; // Remove the embed
  update(options): void; // Update callbacks
  destroy(): void; // Alias for unmount (deprecated)
  readonly iframe: HTMLIFrameElement | null;
  readonly container: HTMLElement | null;
  readonly researchId: string;
  readonly type: EmbedType;
}

FloatHandle (Float Bubble)

interface FloatHandle extends EmbedHandle {
  open(): void; // Open the chat window
  close(): void; // Close the chat window
  toggle(): void; // Toggle open/close
  readonly isOpen: boolean; // Current state
  readonly type: "float";
}

Launcher Customization (Float Bubble)

Customize the float bubble's icon, size, shape, color, and CSS via the launcher config:

Icon Options

import { createFloatBubble } from "@perspective-ai/sdk";

// Default — channel-based SVG (mic for voice, chat for text)
createFloatBubble({ researchId: "xxx" });

// Brand avatar — fetched from the embed config API
createFloatBubble({
  researchId: "xxx",
  launcher: { icon: "avatar" },
});

// Custom image URL
createFloatBubble({
  researchId: "xxx",
  launcher: { icon: { url: "https://example.com/icon.png" } },
});

// Inline SVG
createFloatBubble({
  researchId: "xxx",
  launcher: { icon: { svg: '<svg viewBox="0 0 24 24">...</svg>' } },
});

Style & Size

Use launcher.style for inline CSS overrides (highest precedence, overrides brand colors):

createFloatBubble({
  researchId: "xxx",
  launcher: {
    style: {
      width: "64px", // default: 58px
      height: "64px",
      borderRadius: "12px", // default: 50% (circle)
      bottom: "24px", // default: 20px
      right: "24px", // default: 20px
      backgroundColor: "#10b981",
      boxShadow: "0 4px 12px rgba(16, 185, 129, 0.4)",
    },
  },
});

Custom CSS Class

Use launcher.className to add CSS classes (additive — existing SDK classes are preserved):

createFloatBubble({
  researchId: "xxx",
  launcher: { className: "my-custom-launcher" },
});

CDN Data Attributes

<!-- Custom icon URL -->
<div
  data-perspective-float="your-research-id"
  data-perspective-launcher-icon="https://example.com/icon.png"
></div>

<!-- Avatar icon with style overrides -->
<div
  data-perspective-float="your-research-id"
  data-perspective-launcher-icon="avatar"
  data-perspective-launcher-style="width:64px;height:64px;border-radius:12px"
  data-perspective-launcher-class="my-class"
></div>

Launcher Config Reference

interface LauncherConfig {
  icon?:
    | "default" // Channel-based SVG (default)
    | "avatar" // Brand avatar from config API
    | { url: string } // Custom image URL
    | { svg: string }; // Inline SVG markup (JS API only)
  style?: LauncherStyle; // CSS overrides (e.g. width, borderRadius, backgroundColor)
  className?: string; // CSS class(es) to add to the button
}

| Data Attribute | Description | | --------------------------------- | ------------------------------------------------ | | data-perspective-launcher-icon | Icon: "avatar", "default", or an image URL | | data-perspective-launcher-style | CSS overrides: "width:64px;border-radius:12px" | | data-perspective-launcher-class | CSS class(es) to add to the button |

Style Precedence

Highest wins:

  1. launcher.style (e.g. backgroundColor)
  2. brand.light.primary / brand.dark.primary
  3. Server-configured theme colors
  4. SDK default (#7629C8)

Image Error Fallback

When icon is { url } or "avatar" and the image fails to load, the button automatically falls back to the default channel-based SVG icon.

Channel & Welcome Message

Channel

Control which interaction mode the embed uses:

// Voice only (default)
createFloatBubble({ researchId: "xxx" });

// Text only — shows chat icon instead of mic
createFloatBubble({ researchId: "xxx", channel: "TEXT" });

// Both channels enabled
createFloatBubble({ researchId: "xxx", channel: ["TEXT", "VOICE"] });

If not set, the channel defaults to the server-configured value for the research.

Welcome Message

Show a teaser bubble next to the float button with a typewriter animation:

createFloatBubble({
  researchId: "xxx",
  welcomeMessage: "Have a question? I'm here to help.",
});

The teaser appears after 3 seconds with a chime sound. Click the teaser or the float button to open the chat. Only applies to float-type embeds.

Disable Close

Prevent users from closing the popup or slider (hides the close button, disables ESC key and overlay click):

openPopup({
  researchId: "xxx",
  disableClose: true,
});
<button
  data-perspective-popup="your-research-id"
  data-perspective-disable-close
>
  Start
</button>

Useful for mandatory onboarding flows or required interviews.

Embed Auth (onAuth)

Handle cross-origin authentication tokens from embedded interviews:

openPopup({
  researchId: "xxx",
  onAuth: ({ researchId, token }) => {
    // Store or forward the auth token
    console.log("Auth token received:", token);
  },
});

The onAuth callback fires when the embedded interview completes an authentication flow. The token can be used for custom session management or API calls.

State Persistence

The SDK automatically persists the open/closed state of popup, slider, and float embeds across page navigations within the same session.

  • Uses sessionStorage (resets when the tab/window closes)
  • Key format: perspective-embed-state:{host}:{type}:{researchId}
  • On page load, if a previous embed was open, it auto-restores to the open state
  • handle.destroy() persists a "closed" state (won't auto-restore)
  • handle.unmount() cleans up without affecting persisted state (for framework cleanup)

This happens automatically — no configuration needed.

Global Configuration

Configure SDK-wide defaults before creating embeds:

import { configure, getConfig } from "@perspective-ai/sdk";

// Set global host
configure({ host: "https://custom-host.example.com" });

// Get current config
const config = getConfig();

Custom Parameters

Pass tracking or attribution parameters:

openPopup({
  researchId: "your-research-id",
  params: {
    email: "[email protected]",
    name: "John Doe",
    source: "marketing-campaign",
  },
});

Reserved Parameters

These parameters are managed by the SDK and cannot be overridden via params:

  • embed, embed_type, theme
  • Brand colors: brand.primary, brand.bg, etc.
  • UTM parameters: utm_source, utm_medium, utm_campaign, utm_term, utm_content

Constants

Import SSR-safe constants for advanced use cases:

import {
  SDK_VERSION,
  MESSAGE_TYPES,
  DATA_ATTRS,
  PARAM_KEYS,
  THEME_VALUES,
} from "@perspective-ai/sdk";

// Or import from the constants submodule
import { MESSAGE_TYPES } from "@perspective-ai/sdk/constants";

Available Constants

| Constant | Description | | --------------- | ------------------------------------- | | SDK_VERSION | Current SDK version | | FEATURES | Feature flags for version negotiation | | MESSAGE_TYPES | PostMessage event types | | DATA_ATTRS | HTML data attribute names | | PARAM_KEYS | URL parameter keys | | BRAND_KEYS | Brand color parameter keys | | THEME_VALUES | Valid theme values |

Types

All types are exported for TypeScript users:

import type {
  EmbedConfig,
  EmbedHandle,
  FloatHandle,
  EmbedError,
  EmbedType,
  BrandColors,
  ThemeConfig,
  SDKConfig,
  // Auto-trigger types
  TriggerConfig,
  TriggerType,
  ShowOnce,
  AutoOpenConfig,
} from "@perspective-ai/sdk";

Auto-Trigger Popups

Open popups automatically based on configurable triggers — no user click required. Ideal for lead capture, onboarding, intake flows, and engagement prompts.

JavaScript API

import {
  openPopup,
  setupTrigger,
  shouldShow,
  markShown,
} from "@perspective-ai/sdk";
import type { TriggerConfig, ShowOnce } from "@perspective-ai/sdk";

const researchId = "your-research-id";
const showOnce: ShowOnce = "session"; // "session" | "visitor" | false

if (shouldShow(researchId, showOnce)) {
  const cleanup = setupTrigger({ type: "timeout", delay: 5000 }, () => {
    markShown(researchId, showOnce);
    openPopup({ researchId });
  });

  // Call cleanup() to cancel the pending trigger
}

Trigger Types

| Trigger | Config | Description | | ----------- | ---------------------------------- | ------------------------------------ | | Timeout | { type: "timeout", delay: 5000 } | Open after a delay (ms) | | Exit Intent | { type: "exit-intent" } | Open when cursor leaves the viewport |

Show-Once Dedup

| Value | Storage | Behavior | | ----------- | ---------------- | ------------------------------------------------ | | "session" | sessionStorage | Show once per browser session (default) | | "visitor" | localStorage | Show once per visitor (persists across sessions) | | false | — | Always show |

Functions

| Function | Signature | Description | | ------------------ | ------------------------------------------------------------- | -------------------------------------------------- | | setupTrigger | (config: TriggerConfig, callback: () => void) => () => void | Set up a trigger, returns cleanup function | | shouldShow | (researchId: string, showOnce: ShowOnce) => boolean | Check if popup should show (dedup check) | | markShown | (researchId: string, showOnce: ShowOnce) => void | Mark popup as shown for dedup | | parseTriggerAttr | (value: string) => TriggerConfig | Parse data attribute value (e.g. "timeout:5000") |

CDN / Script Tag Usage

For non-module environments, use the browser bundle:

<script src="https://getperspective.ai/v1/perspective.js"></script>

Declarative (Data Attributes)

<!-- Inline widget -->
<div data-perspective-widget="your-research-id"></div>

<!-- Popup trigger -->
<button data-perspective-popup="your-research-id">Start Conversation</button>

<!-- Slider trigger -->
<button data-perspective-slider="your-research-id">Open Panel</button>

<!-- Float bubble -->
<div data-perspective-float="your-research-id"></div>

<!-- Fullpage -->
<div data-perspective-fullpage="your-research-id"></div>

Data Attributes Reference

| Attribute | Description | | --------------------------------- | ------------------------------------------------------- | | data-perspective-widget | Inline widget embed | | data-perspective-popup | Popup trigger button | | data-perspective-slider | Slider trigger button | | data-perspective-float | Floating chat bubble | | data-perspective-fullpage | Full page embed | | data-perspective-params | Custom params: "key1=value1,key2=value2" | | data-perspective-theme | Theme: "light", "dark", or "system" | | data-perspective-brand | Light mode colors: "primary=#xxx,bg=#yyy" | | data-perspective-brand-dark | Dark mode colors | | data-perspective-no-style | Disable auto-styling on trigger buttons | | data-perspective-disable-close | Prevent user from closing popup/slider | | data-perspective-auto-open | Auto-open trigger: "timeout:5000" or "exit-intent" | | data-perspective-show-once | Show-once dedup: "session", "visitor", or "false" | | data-perspective-launcher-icon | Launcher icon: "avatar", "default", or image URL | | data-perspective-launcher-style | Launcher CSS: "width:64px;border-radius:12px" | | data-perspective-launcher-class | CSS class(es) for the launcher button |

Auto-Trigger (Data Attributes)

<!-- Auto-open popup after 5 seconds, once per session -->
<div
  data-perspective-popup="your-research-id"
  data-perspective-auto-open="timeout:5000"
  data-perspective-show-once="session"
  style="display:none"
></div>

<!-- Exit-intent popup, show every time -->
<div
  data-perspective-popup="your-research-id"
  data-perspective-auto-open="exit-intent"
  data-perspective-show-once="false"
  style="display:none"
></div>

When data-perspective-auto-open is present, the element acts as a hidden config holder — no button styling is applied.

Programmatic (Global API)

<script>
  // Direct functions
  Perspective.openPopup({ researchId: "xxx" });
  Perspective.openSlider({ researchId: "xxx" });
  Perspective.createFloatBubble({ researchId: "xxx" });
  Perspective.createFullpage({ researchId: "xxx" });

  // Mount widget into container
  Perspective.mount("#container", { researchId: "xxx" });

  // Generic init with type
  Perspective.init({ researchId: "xxx", type: "popup" });

  // Destroy by researchId
  Perspective.destroy("xxx");
  Perspective.destroyAll();

  // Configuration
  Perspective.configure({ host: "https://custom.example.com" });
</script>

SSR Safety

The SDK is SSR-safe. All DOM access is guarded and returns no-op handles on the server:

// Safe to call during SSR - returns a no-op handle
const handle = openPopup({ researchId: "xxx" });
handle.unmount(); // No-op on server

Browser Support

  • Chrome 80+
  • Firefox 80+
  • Safari 14+
  • Edge 80+

License

MIT