Survey

Take short surveys over the phone

Introduction

The Survey app allows you to ask a list of questions and route them through different outputs, such as a note or an email.

The app is preconfigured to take an NPS (Net promotor score) by phone. Based on the score given, the app replies appropriately and asks whether or not the user can be contacted by the support team for feedback.

The app then stores all that information in a note.

Getting Started

Channel Requirements

  • Phone The app is configured to take the survey via a phone conversation. Phone

Using the Survey

Roles

The following roles can be assigned to manage the Flows for the Survey.

  • Producer

  • Operator

  • Supervisor

App Workflow

The app starts by asking the preferred language of the user, as this isn't always the same as the country code of the phone number.

Then it asks to rate the their customer service on a scale from 1 to 5. The rating can be given either through speech or via DTMF. After receiving the rating, the user can give extra feedback on why that score was given via the 'Ask: Open' node.

After receiving the feedback the app asks the user whether or not the support team can reach out to the customer for any further details. If so, the app asks for the users phone number.

Because this flow takes place on the phone, the 'Ask: Phone' node can ask the user if they can be reached via the phone number currently calling.

Finally the results are stored in a note, which can be viewed when going to 'Manage - Notes'.

FAQ

Where can I find the stored ratings?

Ratings are stored both in the notes, accessed via 'Manage - Notes', and on the contact itself.

In the contacts screen, any given ratings are directly visible via the tag.

Can I store different answers in the notes?

Yes, when using different 'Ask: Open' nodes, assign the answer to a variable.

After you've assigned the answer to a variable, you can insert that variable in the 'Send: Note' node by typing a "/" (slash) followed by the name of the variable.

Resources

Find more info here:

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