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Surveys

Create and manage surveys, assign them to AI Sales Dialer campaigns, and review or export the answers

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Written by Valeriia Volobrinskaia

Learn how to create, manage, and assign surveys, and how to review and export the answers from AI Sales Dialer campaigns.

User Level: Admin

Surveys give agents a set of structured questions to work through during a campaign call. Answers are saved against the campaign and can be reviewed and exported from the Dashboard. They are useful for qualifying leads, collecting feedback, or building a profile on prospective clients.

💡 Surveys work with the AI Sales Dialer in both sequential and parallel mode. You assign a survey per campaign, and agents fill it in from the Survey tab during or after each call.

Create a survey

  1. In the Dashboard, go to Dialer (new) > Surveys.

  2. Click + Add Survey.

  3. Enter a name for your survey and add at least one question. For each question, set:

    • Question content: the text agents will ask the contact.

    • Question type: the kind of answer allowed (see below).

  4. Click Create survey.

Question type

Best for

Short text (up to 255 characters)

Brief free-form answers: a name, a company, a one-line comment.

Long text (up to 65,535 characters)

Longer free-form answers and notes.

Checkbox

Yes/no answers. Checked means yes, unchecked means no.

Radio options

Several options, one selection. Best when there are only a few choices.

Select

Several options, one selection. Better for long lists such as countries or industries.

Edit or delete a survey

  1. Go to Dialer > Surveys.

  2. Find the survey you want to update.

  3. Click the pencil icon to edit or the trash icon to delete.

⚠️ Deleting a survey that is assigned to an active campaign removes it from that campaign immediately. Answers already collected stay on the campaign.

Assign a survey to a campaign

Surveys are assigned in Step 3: Calling setup when you create a campaign, or when editing an existing one.

  1. Go to Dialer (new) > Campaigns and open the campaign, or start a new one.

  2. In Calling setup, find Assign survey and pick the survey from the list. You can search by name.

  3. Save your changes.

One survey per campaign. The same survey can be assigned to as many campaigns as you like.

See Setting up a campaign in the AI Sales Dialer for the full campaign walkthrough.

How agents fill in the survey

During a campaign call, the survey appears in the Survey tab of the Call summary panel on the right side of the dialer screen. Agents can fill it in during the call or right after, then click Submit survey. The answers are saved against that call and contact.

See Running a campaign in the AI Sales Dialer for the agent view.

View and export survey answers

Survey responses are stored on the campaign and can be reviewed once calls have been made.

  1. Go to Dialer (new) > Campaigns and open the campaign.

  2. Open the Survey Answers tab.

  3. To export all responses, click Download.

See Campaign statistics, call history and exports for the other campaign tabs and exports.

If you need to send survey answers to an external system automatically, you can do that with workflow automations. See Export Survey Answers for a step-by-step guide.

Need help or have a question? Just reach out through our Support portal — we’re here for you.

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