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Surveys

CSAT, NPS, CES, PMF, custom surveys, and dynamic form builder with Flow delivery and score aggregation.

Survey templates define questions, scoring rules, and thank-you copy. Publishing compiles a Flow workflow that collects answers on WhatsApp, Telegram, or USSD. Responses are scored automatically and available via summary APIs.

Built-in survey types

  • CSAT: 1–5 satisfaction scale + optional comment (% satisfied at 4–5)
  • NPS: 0–10 likelihood to recommend (promoters / passives / detractors)
  • CES: 1–7 customer effort score
  • PMF: Product-Market Fit (Sean Ellis very disappointed test)
  • Custom: multi-question scale, text, and choice prompts
  • Form: blank dynamic form built in the console form builder

Form builder field types

  • GET /v1/flow/survey-templates/field-types: palette (section, text, long_text, scale, rating, choice, multi_choice, yes_no, email, phone, date)
  • POST /v1/flow/survey-templates/validate: normalize and validate a definition before save
  • PUT /v1/flow/survey-templates/{id}: save draft definition from the builder

Create a template

POST /v1/flow/survey-templatesJSON
{
  "name": "Post-support NPS",
  "surveyType": "nps",
  "channel": "whatsapp",
  "publish": true
}

Publish and trigger

  • POST /v1/flow/survey-templates/{id}/publish: compile to Flow workflow
  • Start via POST /v1/flow/inbound with the published workflowId
  • Or bind workflow in a parent Flow after conversation resolved (CSAT after resolution pattern)

Scores and responses

GET /v1/flow/survey-responses/summary?templateId=svt_...JSON
{
  "templateId": "svt_abc",
  "surveyType": "nps",
  "responseCount": 120,
  "scores": { "nps": 42.5, "promoters": 68, "passives": 30, "detractors": 22 }
}