Show Survey
Solicit mid-chat feedback with a survey form.
Last updated
Solicit mid-chat feedback with a survey form.
Last updated
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.
Press Add Field to generate a new question.
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 assistant will progress to asking the next question.
Chat variable name — creates a new that stores the person's answer within the current chat context, allowing other actions to utilize it.
Question — the question sent by the AI assistant 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 assistant'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 or channels.
Press Save to confirm edits.
Press in a field's header to delete it.
