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.

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Texa AI → Research → Surveys asks your customers what they think. Every finding comes with their own words.

Make a survey

  1. Choose New survey and give it a Name (for you).
  2. Write What people read first and What they read at the end.
  3. Choose its Languages, such as en, pcm.
  4. Choose Add a question for each question. The types are:
    • Rating, 1 to 5
    • Recommend, 0 to 10 (NPS)
    • One choice and Several choices (choose Add a choice for each)
    • Open answer
    • Voice note, Photo and Video
  5. Questions are asked one at a time, in order. A rating or a choice can send someone ahead to a later question, or to the end.
  6. Optionally, add A thank-you: Airtime to the number that answered, or A code from our system made by one of your connected actions.
  7. Choose Save draft.

When someone gives a vague open answer, Texa AI asks a short follow-up to understand what they meant.

Approve it

A named person approves the survey before it goes out: type Your full name under Approve this survey. Once approved, it’s locked. To change it later, choose Make a copy to change.

Send it

Under Send it, choose How:

  • An open link (QR code, website, post): Copy link for a QR code, a social post or an email. Copy website widget adds a button to your website that opens it.
  • WhatsApp: choose the WhatsApp inbox and an Approved template. The survey starts when the customer replies.
  • SMS with a link or Email with a link.

Then choose Who: a segment, a CSV with a phone or email column, or numbers and addresses you paste in. Only a sample of sends to part of the group. Tick These people agreed to be contacted by us, which is recorded with your name.

People who replied STOP are never sent a survey. Answers come back into the same survey, whichever way it goes out.

To send a survey by itself, after a conversation or when something happens, see Survey triggers.

Read the results

  • Each question’s answers, counts and skips, and the response rate for each channel.
  • Split the results by channel, language and more.
  • Group into themes: Texa AI groups open answers into themes, each with customers’ quotes.
  • Ask about the answers: ask a question in plain words, such as “Why are people unhappy with delivery?”. The answer is based only on what people wrote, and quotes them.
  • Record a change from this: note what your team changed because of a finding, so it can be traced back to the evidence.

What it costs

Each completed response costs 100 credits. See What things cost.

More in Surveys and research

  • 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.
  • 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.
  • 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.