About customer surveys
Customer surveys allow you to invite a customer to provide feedback about a previous interaction with your contact center. Create a customer survey form, set up a web survey invite flow or a voice survey flow. Configure a policy to send web surveys to customers, or configure an inbound call flow to transfer customers to the voice survey after the agent disconnects.
Customer survey forms
Create a web or voice survey form to send to customers after interactions. Add your text into six different question types. Create different forms for different types of interactions.
Web survey flows in Architect
Create a flow for web surveys. Set up the invitation email, including the sender, receiver, and email body. View examples and download survey flow templates.
Voice survey flows in Architect
Generate an Architect flow for your voice survey based on the survey form that you created and customize it.
Deploy customer surveys
Create and manage customer survey delivery across post-interaction and in-interaction experiences. Administrators can configure survey policies to send an email with a link to a Web Survey for any interaction type and apply survey email best practices to improve response rates. During interactions, agents can transfer callers to a voice survey after disconnect using the Set Post-Flow action, or provide customers with a direct link to a web survey within a messaging conversation. The configuration also supports customer preferences by allowing external contacts to opt out of surveys and enabling teams to record and manage survey opt-out settings.
Customer survey results
View the survey status and completed survey’s responses in the Quality Summary tab on the survey performance views.
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