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Ask survey

Action — Each question and answer sent as a message uses one interaction.

What it does

Runs a survey sequence, sending preset questions to the chat and collecting the person's answers. Questions and replies appear as regular messages. The person can reply "skip" to move to the next question if skipping is enabled.

When to use it

To gather structured information — contact details, a satisfaction rating, or qualifying questions — and store each answer in a variable for later actions to use.

Settings

Add an Ask survey action, then press Add field to create a question. Configure each field:

Setting
Description

Question

The message sent by the AI agent asking for the person's input.

Answer must be

The required format of the person's answer: Text, Number, Attachment, Attachment(s), Email, or Phone. Answers not matching the format trigger the invalid answer reply.

Invalid answer reply

The AI agent's response when an answer fails validation. Use it to clarify the expected format.

Chat variable name

Creates a chat variable that stores the person's answer for use by downstream actions.

Quick answers

Up to 13 clickable buttons below the question. Not supported on Bitrix24 or Africa's Talking channels. Optional.

Enable skip

Lets the person reply "skip" to bypass the question and move to the next one.

Press Save to confirm edits. To delete a field, select the delete icon in its header.

Example

Stored variables can be referenced by later actions such as Create ticket.

Localisation

Questions and replies are localised per language. Use the language dropdown to enter content for each configured language. See Workflows and actions — Localisation.

Send messageSet variableCreate ticket

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