Survey block

The survey block is used to collect customer info.

This info can be emailed, added to a customer profile, and/or saved as a variable in the AICX platform.

To add a survey block to a dialogue flow, click the blue chatbot button and select Survey.

Under the COLLECT tab, click the FIELD button.

Collect fields

Under the COLLECT tab, the survey block fields have multiple functions:

  • Enable skip toggle allows the customer to skip that specific survey question.
  • Field name is the variable name to which customer info will be referred in the AICX platform.

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Requirement

Write the Field name in lowercase and replace spacing with _ (underscore) so the variable is usable within the JSON API block and modify variable block.

  • Type is the type of info the chatbot expects to receive from the customer, such as text, email, address, file, etc.
  • Initial question is the survey question the chatbot will ask the customer.
  • Fallback question is an alternative to the initial survey question.

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Note

If you toggle Disable skip for a field and the customers responds with a wrong Type, the Fallback question will send to the customer in an effort the clarify the information request.

  • Quick replies are pre-written answers that customers can select instead of typing.

‍When the fields are complete, click SAVE.

Send fields

Under the SEND tab, the survey block will send collected customer info.

  • In the Email field, type the email address where the survey results will be sent.
  • In the Subject field, type the subject line of your email template.
  • In the Message field, type the email message of your email template.

When all fields are completed, click SAVE.

Using survey block variables

To use customer info collected in the survey block in other blocks, such as the bot message block or the JSON API block, use the curly bracket syntax { } to represent the variable.

For example: "Hi {name}, how are you?"


What’s Next