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Guided Surveys Documentation

Collect Rich Feedback Through AI Conversations

Guided Surveys replaces static forms with dynamic AI conversations. Your participants talk naturally—by voice or text—while our AI assistant asks follow-up questions and captures the detail that checkboxes miss.

Quick Start: Create Your First Brief

Getting your first conversation live takes three steps:

Step 1: Sign In & Create a Project

Sign in with your Google account. From your dashboard, click New Project and give it a name (e.g., "Product Feedback" or "Customer Research").

Step 2: Create a Brief Using a Template

Inside your project, click New Brief. You'll see a Quick Start section at the top with two options:

Use a Template (Recommended) — Click the dropdown and pick from ready-made templates:

Template Best For
Customer Feedback Understanding product usage, friction points, and feature requests
Gather Testimonials Capturing success stories and quotes for marketing
Employee Pulse Check Quick team morale and workplace feedback
Customer Exit Interview Understanding why customers are leaving
NPS Survey Measuring satisfaction and likelihood to recommend
Market Research Exploring new markets and customer segments
Client Needs Assessment Discovery calls and requirements gathering
Contact Form Simple inquiries with conversational warmth

Templates pre-fill everything—greeting, topics, tone, and goodbye message. You can customize any field or use it as-is.

Import from File — If you've exported a brief before, upload the .md file to restore it.

Step 3: Set to Active & Share

At the top of the brief form, change Status from "Draft" to "Active". Click Create Brief.

Your brief now has a shareable link. Send it via email, Slack, or embed it on your website. Participants click the link, choose voice or text, and start talking.

What Happens When Someone Responds

When a participant visits your link:

  1. They see your brief's greeting and description
  2. They choose voice (speak into their microphone) or text (type in a chat interface)
  3. The AI assistant asks questions based on your topics
  4. The assistant asks smart follow-ups to get deeper insights
  5. When finished, participants see your goodbye message

On your dashboard, each response shows:

  • Full transcript with speaker labels
  • Audio recording (for voice conversations)
  • AI-generated summary of key points
  • Contact info (if you enabled collection)
  • Timestamp and duration

You can review responses the moment they complete—no waiting for batch exports.

Viewing and Managing Responses

Finding Your Responses

From the dashboard, click Conversations in the sidebar to see all responses across your projects. Or navigate to a specific project to see just its conversations.

Each conversation card shows:

  • The brief it came from
  • When it was completed
  • Whether it was voice or text
  • A preview of the transcript

Reviewing a Single Response

Click any conversation to see:

  • Transcript — The complete exchange, formatted with clear speaker labels
  • Audio Player — Listen to voice recordings to hear exact wording and tone
  • Summary — AI-generated highlights you can scan in seconds
  • Contact Info — If the participant provided their details

Exporting Data

Download individual transcripts or audio files. For bulk analysis, use the export options on the project view.

Brief Settings Explained

When creating or editing a brief, you'll configure these sections:

Basic Information

  • Name — Internal label (only you see this)
  • Description — Shown to participants on the landing page
  • Status — Draft (not accessible), Active (live), or Paused (shows a message)

Conversation Flow

  • Greeting — How the assistant introduces itself. Keep it warm and brief: "Hi! Thanks for taking a few minutes to chat."
  • Topics — The themes to explore. Write these as themes, not questions: "onboarding experience and first impressions" rather than "How was your onboarding?"
  • Guidelines — Extra instructions for the AI: "Focus on specific examples" or "If they mention a competitor, ask why they considered switching."
  • Goodbye — How to wrap up: "Thanks for sharing—your feedback helps us improve."
  • Tone — The assistant's personality: friendly, professional, empathetic

Conversation Mode

Choose how participants can respond:

  • Voice only — Speak into their microphone
  • Text only — Type in a chat interface
  • Both — Let participants choose (recommended for maximum response rates)

Contact Collection

  • Not requested — Fully anonymous
  • Requested — Politely asks at the end, but optional
  • Required — Must provide contact info to continue

Access Controls (Optional)

  • Access Code — Require a passcode to start (good for invite-only research)
  • IP Restrictions — Limit access to specific networks

Appearance (Optional)

  • Logo — Upload your company logo for the participant landing page
  • Background Color — Match your brand colors

Tips for Better Responses

Write Topics, Not Questions

The AI crafts natural questions from your topics. Instead of:

"On a scale of 1-10, how satisfied are you?"

Write:

"Overall satisfaction and what drives it"

Balance Positive and Critical

Include topics for both wins and frustrations:

  • "Favorite features and why"
  • "Biggest pain points in daily use"

Set Expectations in Your Greeting

Tell participants how long it will take:

"This will take just 3-4 minutes. Your honest feedback helps us prioritize what to build next."

Match Mode to Context

  • Voice — Best for exit interviews, testimonials, emotional topics
  • Text — Best for international participants, quiet environments, accessibility
  • Both — Best for maximum response rates

Troubleshooting

Participants Can't Start a Conversation

  • Check that the brief status is Active (not Draft or Paused)
  • If you set an access code, verify they have the correct code

Voice Mode Issues

  • Participants must allow microphone permissions in their browser
  • If they can't hear the assistant, they may need to click the page to enable audio playback
  • Suggest text mode as an alternative—it works without special permissions

Text Mode Issues

  • Works in any modern browser without special setup
  • If messages aren't sending, check internet connection and refresh

Glossary

Term Definition
Brief Your conversation blueprint—greeting, topics, and settings
Project A folder to organize related briefs and conversations
Conversation One completed interview with a participant
Participant The person responding (no account needed)
Template A pre-built brief you can use as-is or customize

Ready to Start?

Create your first brief in minutes. Pick a template, set it to Active, and share the link.

Go to Dashboard →