> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Questionnaires
> Create and manage Questionnaires in ChatbotX to collect responses, validate data, score answers, and review applicant results.
**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.
## Access and manage Questionnaires
Select **Tools** from the left navigation menu.
Click the **Questionnaires** card to open the management page.
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.
## Create and configure questions
The **Questions** page contains General settings and question blocks. You can add, duplicate, reorder, deactivate, or delete individual questions.
### Configure General settings
| Setting | Function |
| --------------------------------------------------------------- | --------------------------------------------------------------------------------- |
| **Trigger the flow by completing the questionnaire (optional)** | Select a Flow to run after the user completes the questionnaire. |
| **Give points for each question answered** | Enable scoring and display the Points field under each question or answer option. |
| **Customize retry messages in case of reply failure** | Validate responses and customize the message sent when the data is invalid. |
| **Save data to custom fields** | Save responses to a Custom Field or System Field. |
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
### 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.
### 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.
## 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.
## 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.
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.
## Use Questionnaires in a Flow
### Add a Questionnaires Action
Create or open a **Send Message** block in Flow Builder.
Click **Create**, select **Actions**, and then select **Questionnaires**.
Open **Edit** and select the Mode that matches the purpose of the block.
The Questionnaires Action provides three Modes:
| Mode | Function |
| ----------------------- | ----------------------------------------------------------------------------- |
| **Start questionnaire** | Start the selected questionnaire. |
| **End questionnaire** | End the current questionnaire and save the result in Applicants. |
| **Delete applicant** | Remove the user from Applicants so they can complete the questionnaire again. |
### 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.
## 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.