Survey Forms

Build a short CSAT or NPS form in the Build tab using the Rating and NPS question types, then set delivery over WhatsApp on the Send tab so the survey lands while the call is still fresh. Personalize the thank-you screen in the Design tab with {agent_name} so each respondent sees who they spoke to.

Create a BANT agent script in the Build tab using single/multi choice, dropdown and number questions, then use the Logic tab to show or jump questions based on prior answers — for example skipping budget detail when a prospect has no authority. Agents follow a guided, on-screen path instead of improvising.

Start from a Public Survey form type, build the pulse questions, and distribute it two ways from the Send tab: a QR code for field and event use plus a bulk SMS blast to reach voters directly on their phones. The public link makes it accessible to anyone without a login.

Build a Public Survey with branching in the Logic tab so respondents only see questions relevant to their segment, and publish it via the public link from the Send tab. When responses are in, export the full dataset to XLS straight from the Responses view for analysis in your own spreadsheet tools.

Build a QA Audit form for supervisors using Rating questions for graded criteria and Yes/No questions for pass/fail checks, giving every reviewer the same scorecard. Each completed audit becomes an Individual response, and Summary analytics roll scores up across agents and calls.

Build an employee satisfaction survey in the Build tab and read results through Summary analytics, which shows the completion split so you can see finished versus partial responses at a glance. Branding and themes in the Design tab keep it on-brand and approachable for staff.

Build a Verification form using the photo upload question type plus a consent field, and route it to customers via the public link on the Send tab so they can self-submit from any device. Each submission is captured as a structured Individual response tied to the form.

Use Summary analytics to monitor completion percentage and submissions-by-hour while the form is Active, then drill into partial responses through the Individual response view to see exactly where people abandoned. That tells you whether to adjust questions, timing or distribution.