Survey Extension

The Survey Extension allows you to ask a list of questions and route them through different outputs, such as a note or an email. The allowed channel on which the Survey Extension can be used is the Smart IVR. Once you have installed the correct template you can fill in the following fields.

Once you have completed all the input fields, the next step is to configure your specific output. This could be a note but also an email. In the screenshot below you can see how you can define your output in settings.

  1. Go to Settings.

  2. Click on Survey email settings.

  3. Specify your customers email domain (leave open to create Note, which can be found in Notes).

  4. Fill in the email Subject.

  5. Fill in the the Header.

  6. Optionally set an email domain as a CC.

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