The Questionnaire Tool: A Comprehensive Guide for Chatbot Builder AI

Modified on Thu, 5 Sep at 8:50 AM

Introduction

The Questionnaire Tool in Chatbot Builder AI is a versatile feature that enables you to conduct surveys, and quizzes, and gather user feedback directly within your chatbot. Integrating questionnaires into your chatbot allows you to collect valuable insights, refine your products or services, and offer more personalized user experiences.

Video Guide: Watch the Video Guide Here

Step-by-Step Guide

1. Designing the Post-Questionnaire Flow

Before creating the questionnaire itself, it's essential to design the flow your users will experience once they complete the survey. This flow will determine the messages or actions your chatbot will take after receiving the questionnaire responses.

  1. Go to Flows: Navigate to the "Flows" section in your Chatbot Builder AI dashboard.

  2. Add a New Flow: Click on "Add" to create a new flow.

  3. Name the Flow: Give the flow a descriptive name, such as "Post-Questionnaire Flow."

  4. Add Content: Click on the block within the flow and select "Add Content Type."

  5. Create Message: Compose a message you want to send users after completing the questionnaire.

  6. Publish the Flow: Once you're satisfied with the message, publish it to make it active.


 

2. Creating the Questionnaire

Now that you have the post-questionnaire flow set up, let's create the actual questionnaire.

  1. Go to Marketing Tools: Navigate to the "Marketing Tools" section.

  2. Select Questionnaire: Choose the "Questionnaire" option.

  3. Add a New Questionnaire: Click on "Add" to create a new questionnaire.

  4. Name the Questionnaire: Give the questionnaire a suitable name.

  5. Select Trigger Flow: Choose the post-questionnaire flow you created earlier from the dropdown menu.

  6. Add Questions: Input your questions and select the appropriate response type for each question. Common response types include number, text, multiple choice, email, and phone.

  7. Save the Questionnaire: Once you've added all your questions, save the questionnaire.


3. Integrating the Questionnaire into a Flow

To make the questionnaire accessible to your users, you need to integrate it into a flow within your chatbot.

  1. Go to Flows: Navigate back to the "Flows" section.

  2. Create a New Flow: Create a new flow or modify an existing one where you want to include the questionnaire.

  3. Add Content: Click on "Add Content."

  4. Select Actions: Choose the "Actions" option.

  5. Start Questionnaire: Under "Start Questionnaire," Select the questionnaire you created earlier.

4. Viewing Questionnaire Applicants and Responses

After users complete the questionnaire, you can view their responses and information.

  1. Go to Marketing Tools: Navigate to the "Marketing Tools" section.

  2. Select Questionnaire: Choose the questionnaire you created.

  3. View Applicants: Click on the three dots next to the questionnaire and select "Applicants."

  4. View Information: You'll see a list of applicants and their responses to each question.




The questionnaire section in Chatbot Builder AI shows the steps of viewing questionnaire applicants and responses

Conclusion

By following these steps, you can effectively use the Questionnaire Tool in Chatbot Builder AI to gather valuable insights from your users, improve your chatbot's functionality, and provide personalized experiences.

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