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Questionnaires let you create a sequence of questions to collect information from users in a Flow. You can validate response formats, score answers, save data to Contact Fields, and review results in Applicants. Use this feature for order forms, surveys, quizzes, consultation requests, or delivery information collection.

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Access and manage Questionnaires

1

Open Tools

Select Tools from the left navigation menu.
2

Select Questionnaires

Click the Questionnaires card to open the management page.
Open Questionnaires from the Tools page
3

Create a questionnaire

Click Add, enter a name for the questionnaire, and start adding questions.
The management page displays each questionnaire name, its number of Applicants, and an Actions menu. Use Search name… to find a questionnaire. The Actions menu provides these options:
  • Applicants: View participants and their responses.
  • Rename: Change the questionnaire name.
  • Duplicate: Create a copy that you can edit as a new questionnaire.
  • Delete: Delete the questionnaire.
Manage questionnaires and open questionnaire actions

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Create and configure questions

The Questions page contains General settings and question blocks. You can add, duplicate, reorder, deactivate, or delete individual questions.

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Configure General settings

When you enable Give points for each question answered, you can assign points to correct answers. ChatbotX calculates the total questionnaire score and saves it to the {{last_points}} System Field. Customize retry messages in case of reply failure validates these types of data:
  • Text
  • Number
  • Email
  • Phone number
  • Quick Reply buttons

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Configure each question

Each question includes the following settings:
  • Question: The message the Bot sends to the user.
  • Question Image: An optional image sent with the question. You can upload a file or insert a link.
  • Active: Enable or disable the question.
  • Response Type: The type of response the user must provide.
  • Points: The score assigned to the answer when scoring is enabled.
  • Retry message if the reply is invalid: The message sent when the response is invalid.
  • Save response to a custom or system field: The field where ChatbotX saves the response.
Use the icons beside a question to delete, duplicate, or reorder it. Click Add New to add another question, then click Save to save the questionnaire.
Configure questionnaire general settings and questions

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Handle invalid responses

When a response does not match the selected Response Type, the Bot sends the Retry message if the reply is invalid and asks the user to try again. The user can submit an invalid response up to three times. After the third failed attempt, ChatbotX exits the questionnaire and runs the next block in the Flow.

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Response Types

Questionnaires support five Response Types:
  • Text: Accepts a text response.
  • Number: Accepts numeric data only.
  • Email: Validates the email address format.
  • Phone: Validates the phone number format.
  • Multiple choice: Displays answer options as Quick Reply buttons.
With Multiple choice, you can:
  • Create multiple answers under Options.
  • Assign a separate score to each option.
  • Use the up and down arrows to change the order.
  • Delete options that are no longer needed.
  • Click Add to create another option.

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Review results in Applicants

When a user completes a questionnaire, ChatbotX saves the result in Applicants. The overview displays:
  • Applicants: The total number of participants.
  • Completed: The number of completed questionnaires.
  • Completion rate: The questionnaire completion rate.
The Applicants table lets you search by name and review Name, Points, Status, and Date. You can also sort the supported columns.
View questionnaire applicants and completion statistics
Click a user name to view the total score, individual responses, and the points awarded for each answer. Click Inbox to open the Applicant’s conversation when you need to follow up or process their information.
Review an applicant's responses and points

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Use Questionnaires in a Flow

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Add a Questionnaires Action

1

Open Send Message

Create or open a Send Message block in Flow Builder.
2

Open Actions

Click Create, select Actions, and then select Questionnaires.
Select the Questionnaires action in Flow Builder
3

Select a Mode

Open Edit and select the Mode that matches the purpose of the block.
The Questionnaires Action provides three Modes:
Choose a mode for the Questionnaires action

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Delivery information Flow example

Create a Send Message that asks whether the user wants to provide delivery information. Connect the Enter information button to a block containing the Start questionnaire Action. When the user clicks the button, the Bot asks for their phone number, address, payment method, and email in sequence.

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How Questionnaires work

Questionnaires preserve each user’s progress:
  • If a user answers the first question and the Flow returns to the Start questionnaire block, the Bot continues from the next unanswered question.
  • A questionnaire is completed after the user answers every question.
  • The End questionnaire Mode also ends the questionnaire and saves the result in Applicants.
  • A user already listed in Applicants cannot complete the same questionnaire again.
  • Run Delete applicant to remove the previous result and let the user start again.
  • If a response matches a Keyword, ChatbotX prioritizes and triggers that Keyword even while the questionnaire is active.
  • After three invalid responses, ChatbotX exits the questionnaire and runs the next block.
Select the appropriate Contact Field for each question before saving. This lets you reuse phone numbers, email addresses, and delivery addresses in other Flows.
Delete applicant removes the user’s questionnaire result. Use this Mode only when you want the user to complete every question again.