Guides

Creating a survey

There are three options for creating a Voiceform survey. The first option is to start from scratch. The second option is to use a premade template. The third option is to generate a survey using AI.

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  1. Go to the team dashboard and click on "+ Create voiceform" button at the top left corner.

  1. You should a pop up with 3 options "Start from scratch", "Use a template", and "Auto-Generate"

    Voiceform creation interface showing three options: 'Start from scratch', 'Use a template', and 'Auto-Generate'. The 'Start from scratch' option features an icon with a plus sign and sparkles, accompanied by the text 'Jump right in and create something awesome!'. The 'Use a template' option displays an icon with a document and microphone, with the text 'Select a pre-made voiceform and customize it as you want'. The 'Auto-Generate' option shows an icon with a brain and lightning bolts, with the text 'Generate a voiceform using AI. Unlock full customization'. The interface also has a 'Close' button at the top right.

Starting From Scratch

  1. On "Create a new voiceform" popup click on "Start from scratch" option

  2. Type survey name and select a survey type. Note: Its pretty important to specify a correct survey type because this impacts on how system would process survey submissions.

  3. Press "Create form" button.

    Voiceform interface showing a 'Create New Voiceform' dialog. The dialog includes a 'Form Name' field filled with 'First Survey', a dropdown menu labeled 'What are you creating?' set to 'Research Survey', and a note stating 'This will help to analyze your voiceform results better'. There are 'Cancel' and 'Create form' buttons at the bottom, with 'Create form' highlighted in blue.

Using a template

  1. On "Create a new voiceform" popup click on "Use a template" option

  2. Select one of the of the offered templates

    Voiceform Templates page displaying various survey templates. The templates include 'Start From Scratch' with a plus sign icon, 'NPS Template' with a hand giving stars icon, 'Case Study Template' with a document and checkmark icon, 'Product Review Template' with a thumbs up and smiley face icon, 'Interview Template' with a speech bubble and people icon, and 'Employee Engagement Template' with a group of people icon. Each template has a brief description underneath.

  3. Type survey name and select a survey type. Note: Its pretty important to specify a correct survey type because this impacts on how system would process survey submissions.

  4. Press "Create form" button.

Auto-Generate

  1. In the “Create a new voiceform” popup, click on the “Auto-Generate” option.

  2. Write the description of your business. This context will be used by Voiceform AI to tailor the survey specifically to your business needs. After that, press the “Continue” button. Note: You will need to specify the business description only once; after that, it will be saved within your team and populated automatically.

    Buisiness description step of Auto-Genrate popup

  3. Select the survey length. By default, it is set to 5 questions.

  4. Select a survey type. Note: It is important to specify the correct survey type as this impacts how the system processes survey submissions.

  5. Write the survey goal. This goal is used by AI to combine the context of your business with the specific survey use case.

    Survey goal step of "Auto-Generate" survey popup

  6. Press the “Continue” button and wait for the survey to be generated. This process should take no longer than a minute.

  7. If you are satisfied with the survey, press the “Create & start editing” button. If you would like to make adjustments and regenerate the voiceform, hit the “<- Back to previous step” button.

    Voiceform interface displaying the 'Generate voiceform' dialog. The steps shown are Business, Form Goal, and Generate, with Business and Form Goal marked as completed. The dialog includes a 'Preview' section with sample questions about customer support satisfaction, issue resolution, reasons for contact, clarity of communication, and additional feedback. Each question has a tag indicating the type of response: rating, yes-no, open-ended, and NPS. There are 'Back to previous step' and 'Create & Start Editing' buttons, with the 'Create & Start Editing' button highlighted in blue.

Updated 5 months ago

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