Survey Dashboard

The Survey Dashboard is your central hub for managing all surveys in your organization. From here, you can see all your surveys at a glance, check their status, and take action to manage them.

Understanding the Survey Table

Survey Name

This is the name you gave your survey when you created it - it helps you identify and organize your survey campaigns.

Status

Each survey shows its current status with a color-coded badge:

• Active (Green): The survey is live and collecting responses

• Draft (Yellow): The survey is still being set up and hasn't been activated yet

• Inactive (Gray): The survey has been paused and isn't accepting new responses

What You Can Do

Create a New Survey

Click the "Create New Survey" button in the top-right corner to get started. You'll be prompted to: - Enter a survey name - Add a description (optional) - Move on to configuring your survey

Installation

Configure and install a Survey Installation on your website to capture on-site feedback based on triggers or passive collection.

Global Settings

Use Global Settings to configure the Sender Name and Reply-To Email

Company Context

Include a Company Context system prompt to give the AI context that shapes how it asks follow-ups. Use this to:

• Describe the company or product the survey is about ("This survey is for customers of Acme Outdoors, an activewear holding company with 4 brands")

• Specify topics to go deeper on ("If the respondent mentions comfort or fit, ask whether the item was too long, short, wide, or narrow")

• Specify topics to avoid ("Do not ask follow-up questions about pricing or competitor products or when the initial response alleges fraud")

The system prompt is never shown to respondents — it only influences how the AI frames its follow-up question.

Filters

Filter visible surveys by Channel (email/URL/installation) or status (active, draft, inactive, archived)

Edit Survey

Opens the survey configuring tool to edit questions, design, or any other editable attribute.