--- title: "Guided Surveys Documentation" url: "https://guidedsurveys.pages.dev/docs" --- ## Collect Rich Feedback Through AI Conversations Guided Surveys replaces static forms with dynamic AI conversations. Your participants talk naturally—by voice or text—while our AI assistant asks follow-up questions and captures the detail that checkboxes miss. --- ## Quick Start: Create Your First Brief Getting your first conversation live takes three steps: ### Step 1: Sign In & Create a Project Sign in with your Google account. From your dashboard, click **New Project** and give it a name (e.g., "Product Feedback" or "Customer Research"). ### Step 2: Create a Brief Using a Template Inside your project, click **New Brief**. You'll see a **Quick Start** section at the top with two options: **Use a Template (Recommended)** — Click the dropdown and pick from ready-made templates: | Template | Best For | | ----------------------- | ------------------------------------------------------------------ | | Customer Feedback | Understanding product usage, friction points, and feature requests | | Gather Testimonials | Capturing success stories and quotes for marketing | | Employee Pulse Check | Quick team morale and workplace feedback | | Customer Exit Interview | Understanding why customers are leaving | | NPS Survey | Measuring satisfaction and likelihood to recommend | | Market Research | Exploring new markets and customer segments | | Client Needs Assessment | Discovery calls and requirements gathering | | Contact Form | Simple inquiries with conversational warmth | Templates pre-fill everything—greeting, topics, tone, and goodbye message. You can customize any field or use it as-is. **Import from File** — If you've exported a brief before, upload the `.md` file to restore it. ### Step 3: Set to Active & Share At the top of the brief form, change **Status** from "Draft" to "Active". Click **Create Brief**. Your brief now has a shareable link. Send it via email, Slack, or embed it on your website. Participants click the link, choose voice or text, and start talking. --- ## What Happens When Someone Responds When a participant visits your link: 1. They see your brief's greeting and description 2. They choose **voice** (speak into their microphone) or **text** (type in a chat interface) 3. The AI assistant asks questions based on your topics 4. The assistant asks smart follow-ups to get deeper insights 5. When finished, participants see your goodbye message **On your dashboard**, each response shows: - Full transcript with speaker labels - Audio recording (for voice conversations) - AI-generated summary of key points - Contact info (if you enabled collection) - Timestamp and duration You can review responses the moment they complete—no waiting for batch exports. --- ## Viewing and Managing Responses ### Finding Your Responses From the dashboard, click **Conversations** in the sidebar to see all responses across your projects. Or navigate to a specific project to see just its conversations. Each conversation card shows: - The brief it came from - When it was completed - Whether it was voice or text - A preview of the transcript ### Reviewing a Single Response Click any conversation to see: - **Transcript** — The complete exchange, formatted with clear speaker labels - **Audio Player** — Listen to voice recordings to hear exact wording and tone - **Summary** — AI-generated highlights you can scan in seconds - **Contact Info** — If the participant provided their details ### Exporting Data Download individual transcripts or audio files. For bulk analysis, use the export options on the project view. --- ## Brief Settings Explained When creating or editing a brief, you'll configure these sections: ### Basic Information - **Name** — Internal label (only you see this) - **Description** — Shown to participants on the landing page - **Status** — Draft (not accessible), Active (live), or Paused (shows a message) ### Conversation Flow - **Greeting** — How the assistant introduces itself. Keep it warm and brief: "Hi! Thanks for taking a few minutes to chat." - **Topics** — The themes to explore. Write these as themes, not questions: "onboarding experience and first impressions" rather than "How was your onboarding?" - **Guidelines** — Extra instructions for the AI: "Focus on specific examples" or "If they mention a competitor, ask why they considered switching." - **Goodbye** — How to wrap up: "Thanks for sharing—your feedback helps us improve." - **Tone** — The assistant's personality: friendly, professional, empathetic ### Conversation Mode Choose how participants can respond: - **Voice only** — Speak into their microphone - **Text only** — Type in a chat interface - **Both** — Let participants choose (recommended for maximum response rates) ### Contact Collection - **Not requested** — Fully anonymous - **Requested** — Politely asks at the end, but optional - **Required** — Must provide contact info to continue ### Access Controls (Optional) - **Access Code** — Require a passcode to start (good for invite-only research) - **IP Restrictions** — Limit access to specific networks ### Appearance (Optional) - **Logo** — Upload your company logo for the participant landing page - **Background Color** — Match your brand colors --- ## Tips for Better Responses ### Write Topics, Not Questions The AI crafts natural questions from your topics. Instead of: > "On a scale of 1-10, how satisfied are you?" Write: > "Overall satisfaction and what drives it" ### Balance Positive and Critical Include topics for both wins and frustrations: - "Favorite features and why" - "Biggest pain points in daily use" ### Set Expectations in Your Greeting Tell participants how long it will take: > "This will take just 3-4 minutes. Your honest feedback helps us prioritize what to build next." ### Match Mode to Context - **Voice** — Best for exit interviews, testimonials, emotional topics - **Text** — Best for international participants, quiet environments, accessibility - **Both** — Best for maximum response rates --- ## Troubleshooting ### Participants Can't Start a Conversation - Check that the brief status is **Active** (not Draft or Paused) - If you set an access code, verify they have the correct code ### Voice Mode Issues - Participants must allow microphone permissions in their browser - If they can't hear the assistant, they may need to click the page to enable audio playback - Suggest text mode as an alternative—it works without special permissions ### Text Mode Issues - Works in any modern browser without special setup - If messages aren't sending, check internet connection and refresh --- ## Glossary | Term | Definition | | ---------------- | ---------------------------------------------------------- | | **Brief** | Your conversation blueprint—greeting, topics, and settings | | **Project** | A folder to organize related briefs and conversations | | **Conversation** | One completed interview with a participant | | **Participant** | The person responding (no account needed) | | **Template** | A pre-built brief you can use as-is or customize | --- ## Ready to Start? Create your first brief in minutes. Pick a template, set it to Active, and share the link. [Go to Dashboard →](/dashboard)