Surveys
Surveys
Surveys ask your team a short set of questions as a conversation rather than a form. You write a questionnaire, make it live, and each person answers one question at a time in their own words. Answers show up under Analytics, attributed to the person who gave them.
Where to find it
What |
Where |
Who sees it |
|---|---|---|
Your Survey |
Dashboard → Survey |
Everyone in the company |
Manage Surveys |
Dashboard → Survey → Manage |
Owners and admins |
Managing questionnaires needs admin or owner rights. Everyone else sees only the page where they answer.
Surveys are part of the Advance plan. They are included in the 90-day trial, so you can run them with a real team before deciding.
Setting up a questionnaire
Open Manage Surveys. A questionnaire is a named set of questions, and you can keep as many as you like in the library, with one live at a time.
1. Write the questions
Give the questionnaire a name, then add your questions one at a time. Each question is a prompt in your own words, so ask what you actually want to know: how the week went, what got in the way, what went well.
A questionnaire needs at least one question before it can be saved. Saving replaces the whole list, so the questions you see on screen are exactly what gets stored.
2. Make it live
Use Make live to activate it. Only one questionnaire can be live at a time, and activating one automatically pauses whichever was live before. Nothing is visible to your team until you activate.
Activating does not notify anyone. There is no email, no Slack message and no push. Your team sees the questions when they open the Survey page, so announce it wherever people actually read.
How your team answers
A person opens Survey and gets a conversation, not a form. The assistant greets them, asks the first question, waits for the reply, then moves to the next one. It takes about two minutes for a short questionnaire.
Two things make this different from a form:
- People answer in their own words. You get the reasoning behind a view rather than a number, and the assistant works out which question each reply belongs to.
- They can ask what a question means. If a question is unclear, the respondent can just ask, and the assistant explains it without moving on. This removes one of the most common reasons surveys get abandoned halfway.
A conversation interrupted partway through resumes where it stopped, as long as it is still the same week. Once every question has an answer, the conversation closes itself and the answers are saved. There is no submit button.
Each week starts fresh
A new check-in opens every week, resetting on Monday. One person gets one conversation per questionnaire per week.
Nothing is sent on Monday. The week is how answers are grouped, not a delivery schedule, so a conversation left unfinished at the end of a week does not carry over into the next one.
Reading the results
Open Manage Surveys → Analytics. It opens on the last seven days, and you can change the date range at the top.
What you see |
What it tells you |
|---|---|
Response rate |
How many people answered out of everyone eligible, for the range you picked |
People |
Everyone in the company with whether they responded and when they last answered |
Answers |
Every reply in the period, grouped by the person who gave it |
Click any person to see just their answers. You can also filter to a single questionnaire, which shows everything that questionnaire ever collected rather than a date range.
Answers are not anonymous. Every response is shown next to the name of the person who gave it, and the email address is used when someone has no name set. Tell your team this before you launch, because people answer differently when they know.
Pausing, archiving and deleting
Use Pause survey to stop a questionnaire reaching your team without changing anything else. People opening the Survey page then see that there is nothing to answer.
A questionnaire you are finished with can be archived, which moves it out of the working list while keeping everything it collected. Archiving is reversible, and an archived questionnaire can be restored from the library.
Deleting is deliberately limited:
- A live questionnaire cannot be deleted. Pause it first.
- A questionnaire that has collected answers cannot be deleted at all, because the answers only make sense next to the questions that produced them. Archive it instead.
Common questions
Do I need to configure anything before using surveys?
No. Write a questionnaire, make it live, and your team can answer. There is no API key or external service to connect.
Can people see each other's answers?
No. A respondent sees only their own conversation. Answers are visible to the people who manage surveys in your company.
Are the answers anonymous?
No. Every answer is attributed to the person who gave it, by name, or by email address if no name is set.
What happens if someone does not finish?
Their conversation resumes where it stopped when they come back that same week. Answers are saved once every question has been covered, so a conversation abandoned partway through does not record answers for that week.
Can I run more than one questionnaire at once?
No. One questionnaire is live at a time. Activating a different one pauses the current one automatically.
Can I change the questions while a questionnaire is live?
Yes. A question added mid-week will be asked of anyone whose conversation has not finished yet. People who already completed that week keep the answers they gave.
Does anyone get notified when a survey is ready?
No. There is no email, Slack message or push notification for surveys. Tell your team where they normally read announcements.
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