Survey ManagementCreating a Survey

Creating a Survey

The Create Survey page is where you build your surveys using either AI assistance or a manual approach. This section is designed to give you flexibility—whether you want to quickly generate a survey or fully customize it.

How to Access Survey Creation

You can create a survey from two places:

  • From the Dashboard → Click the “+” (Plus) icon in the Recent Survey section

  • From the Surveys section (header menu) → Click the “+” (Create Survey) button

  • Once clicked, you will be taken to the AI Survey Assistant page.

AI Survey Assistant (Starting Point)

When you enter the survey creation flow, you will first see the AI Survey Assistant.

This is an interactive interface where you can:

  • Describe what kind of survey you want

  • Answer a few guided questions

  • Let AI generate a structured survey for you

How AI-Based Survey Creation Works

  1. Start by typing your requirement (e.g., employee satisfaction survey)

  2. The AI will ask follow-up questions such as:

    • Purpose of the survey

    • Target audience

    • Key focus areas

    • Expected outcomes

  3. Provide responses step by step

  4. Once AI has enough information, it will generate a draft survey

  5. Click on “Generate Survey”

  6. You will be redirected to the Survey Builder page with generated questions

Editing AI-Generated Survey

After generation, you can:

  • Modify questions

  • Add or remove questions

  • Change question types

  • Update descriptions

AI gives you a strong starting point, but full control remains with you.

Option B: Manual Survey Creation

If you prefer to create a survey from scratch:

  • Click on “Manual Survey” (top-right on AI Assistant page)

  • You will be redirected directly to the Survey Builder page

Survey Builder Interface

This is the main workspace where you create and edit your survey.

Adding Questions

You can add questions using different types:

  • Open-ended → For descriptive answers

  • Multiple Choice → Select multiple options

  • Single Choice → Select one option

  • Rating Scale → Rate on a scale (e.g., 1–5, 1–10)

  • Ranking → options based on preference

Select the question type from the left panel and configure it.

Question Configuration

For each question, you can:

  • Enter the question text

  • Add a description (optional)

  • Set answer formats (e.g., rating scale type, emoji/star rating)

AI-Assisted Question Recommendations

On the left side, you will see an option for AI Recommended Questions.

  • AI suggests relevant questions based on your survey context

  • You can:

    • Select a suggested question

    • Replace an existing question

    • Add it as a new question

This helps improve survey quality and saves time.

Organizing Questions with Topics

On the right side, you will find the Topics section.

  • You can assign questions to topics (e.g., Work Environment, Management)

  • Add new topics if required

This helps in:

  • Structuring your survey

  • Better analysis in reports

Additional Actions

  • Preview Form → View how your survey will appear to recipients

  • Save → Save your progress

Why This Section is Important

Creating surveys properly ensures:

  • Clear and meaningful feedback

  • Better response rates

  • Structured insights for reporting

  • Efficient use of AI capabilities

Best Practices

  • Use AI for initial drafts, then refine manually

  • Keep questions clear and concise

  • Group related questions under topics

  • Avoid too many questions to maintain engagement

This section gives you full control to design high-quality surveys efficiently, whether you choose automation with AI or manual customization.

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