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Surveys and research

Audiences and consent

Make segments of customers to ask, from what they did, and keep the list of people who asked not to be contacted.

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Go to Texa AI → Research → Audiences.

Segments

A segment is everyone who matches all its rules, from their conversations with you. For example: customers who wrote on WhatsApp in the last 30 days about a failed transfer.

  1. Choose New segment and give it a Name.
  2. Choose Add a rule for each rule.
  3. Choose How many? to see how many people match now.
  4. Save.

You can send surveys and campaigns to a segment.

STOP from anyone, on any channel, stops surveys and offers to that number. Consent lists who asked not to be contacted, and when.

  • Look someone up by Phone number or email.
  • If someone asks in person or on the phone, record it with They asked not to be contacted.

People on this list are skipped by every survey and campaign, whatever list they’re on.

Still need help?

More in Surveys and research

  • Surveys Ask customers what they think on WhatsApp, by link or on your website, with follow-up questions, and read the results with their own words.
  • Studies and AI interviews Find out why customers do what they do, with interviews Texa AI runs by voice or text, and reports where every finding quotes what people said.
  • Survey triggers Send a survey by itself after a conversation, when your system reports an event, on a schedule, or when a customer seems about to leave.