Module

Surveys

Collect feedback and improve operations with measurable signals.

Surveys helps teams collect structured feedback from customers or internal users. Use it to measure satisfaction, capture requirements, and track improvements over time.

Key Benefits

Standardize feedback collection instead of ad-hoc messages
Measure satisfaction and service quality
Capture structured inputs for product or operations improvements
Segment results by audience and time period
Reduce support noise by routing feedback into a consistent process

Features & Capabilities

Comprehensive feature set designed for operational excellence

Survey creation

Build surveys with clear questions and response types, suitable for internal or customer audiences.

Create reusable survey templates
Support multiple question types (where enabled)
Draft to publish lifecycle
Control who should answer the survey

Distribution

Share surveys through links or customer workflows so responses are easy to collect.

Link-based access for external respondents
Embed-friendly forms when required
Optional controls for respondent identification
Use in onboarding, post-service feedback, or internal reviews

Results and analysis

Review responses and trends so teams can turn feedback into actions.

Responses list with filtering
Summary visibility (counts, trends where enabled)
Export/reporting options (depending on deployment)
Track improvements over time with repeated surveys

Operational usage

Use surveys as part of quality, support, HR, or project delivery processes.

Post-ticket satisfaction surveys
Employee pulse checks
Project delivery retrospectives
Customer onboarding feedback

Common Workflows

Step-by-step processes to achieve your business goals

Create and run a customer satisfaction survey

1

Create a new survey template

2

Publish the survey

3

Share the survey link to the target audience

4

Collect responses

5

Review summary and key comments

6

Decide actions and re-run survey later to measure improvement

Internal pulse survey

1

Create a short internal survey

2

Share with employees on a fixed cadence

3

Review results by period

4

Track top issues and improvement actions

Common Use Cases

Customer satisfaction measurement
Service quality feedback after support cases
Internal employee pulse surveys
Project delivery retrospectives

Built-in Reports & Analytics

Survey responses list
Response trends by period (where enabled)
Exported results for analysis (where enabled)

Available in These Plans

Choose the plan that fits your business needs

Business Plan
Enterprise Plan

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User guide

How to use Surveys

Setup checklist, key workflows, reports, and troubleshooting.

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