Ask survey
What it does
When to use it
Settings
Setting
Description
Example
Localisation
Related
Send messageSet variableCreate ticketLast updated
Action — Each question and answer sent as a message uses one interaction.
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.
To gather structured information — contact details, a satisfaction rating, or qualifying questions — and store each answer in a variable for later actions to use.
Add an Ask survey action, then press Add field to create a question. Configure each field:
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.
Stored variables can be referenced by later actions such as Create ticket.
Questions and replies are localised per language. Use the language dropdown to enter content for each configured language. See Workflows and actions — Localisation.
Last updated
Ask survey
├─ Field 1: "Which institution is this about?" → text → {financial_institution}
└─ Field 2: "When did this happen?" → text → {date}