Show Survey

Solicit mid-chat feedback with a survey form.

Each question and answer sent as a unique message is an interaction, a consumable resource in Proto AICX.

The Show Survey action runs a survey sequence, where preset questions are sent to the chat to collect a person's answers. The survey questions and a person's responses exist as regular back-and-forth texting in messaging apps, where the person can optionally reply "skip" to move to the next question.


Select a Show Survey action from the tree to open its settings.

Add a Field

Press Add Field to generate a new question.


Configure a Field

Select a field to modify its content:

  • Enable skip — toggles whether to allow the question to be skippable. If enabled, the person can respond to a question with "skip", and the AI agent will progress to asking the next question.

  • Chat variable name — creates a new chat variable that stores the person's answer within the current chat context, allowing other actions to utilize it.

  • Question — the question sent by the AI agent to the chat.

  • Answer must be — the required format of the person's answer:

    • Text — answer can be any text content.

    • Number — answer must be an integer. Non-numeric characters will invalidate it.

    • Attachment — answer must be a single file attachment to the chat.

    • Attachment(s) — answer must be one or more file attachments.

    • Email — answer must be an email address.

    • Phone — answer must be a phone number.

  • Invalid answer reply — if an answer fails validation, e.g. responding with text instead of a number, this is the AI agent's subsequent message. It can be used to provide more detail or clarification.

  • Quick answers (optional) — up to 13 clickable buttons that appear below the sent message, allowing people to quickly choose a preset answer. These are not support by the Bitrix24 or Africa's Talking channels.

Press Save to confirm edits.


Delete a Field

Press in a field's header to delete it.

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