SurveyAnalytica is an AI-powered research, customer intelligence, and automation platform. It unifies customer feedback, operational data, and intelligent workflows into a seamless ecosystem — allowing you to design surveys, run omni-channel campaigns, automate workflows, and analyze results all in one place.

After signing in, navigate to Surveys from the left sidebar and click Create Survey. You can start from scratch, use a template, or let the AI assistant build one for you. Add questions, customize the theme, and publish when ready.

SurveyAnalytica supports 20+ question types including: Multiple Choice (Radio), Checkboxes, Dropdowns, Multi-Select Dropdowns, Free Text, Multi Text Box, NPS (Net Promoter Score), Star Ratings, Sliders, Matrix, Yes/No, Rankings, Date/Time, Signature, Image Choice, Video, File Upload, Phone, Payment (Stripe), Product Cards, and Appointment (Calendly).

Yes. Go to Templates from the sidebar to browse pre-built survey templates for customer satisfaction, employee engagement, market research, NPS, and more. Click any template to preview it, then use it as a starting point for your survey.

Each workspace is a shared environment where team members collaborate on surveys, campaigns, data, and analytics. You can invite members, assign roles, and control access. Navigate to Workspaces to manage your teams.

In the survey editor, select a question and open the Logic panel. You can set skip logic (jump to a specific question based on the answer), display logic (show/hide questions conditionally), and piping (insert previous answers into later questions).

Absolutely. Use the Theme tab in the survey editor to change colors, fonts, backgrounds, logos, and button styles. You can also apply custom CSS for advanced styling. Surveys can match your brand identity.

You can share surveys via direct link, email, QR code, website embed, or social media. For targeted distribution, create a campaign in the Campaigns section and send surveys to your contact lists via Email, SMS, WhatsApp, or other channels.

Yes. SurveyAnalytica works as a progressive web app — install it on any device and collect responses offline. Responses are synced automatically when the device reconnects to the internet.

In the survey editor, go to Settings → Languages. Add the languages you need, then translate each question and option. Respondents can switch languages when taking the survey. RTL languages like Arabic and Hebrew are also supported.

The AI Survey Builder lets you describe what you want in plain language and our AI assistant generates a complete survey for you — questions, logic, and structure. You can then refine it in the editor. Access it by clicking Create with AI when starting a new survey.

Yes. Add a Payment question type to your survey. It integrates with Stripe so you can collect one-time payments, donations, or order payments directly within the survey experience.

SurveyAnalytica supports omni-channel campaigns across Email, SMS, WhatsApp, Facebook Messenger, Slack, Microsoft Teams, LinkedIn, and Instagram. You can also create cross-channel campaigns that orchestrate messages across multiple channels.

Go to Campaigns → Create Campaign, choose Email as the channel, select a contact list, compose your message using the drag-and-drop email builder or HTML editor, and schedule or send immediately. You can personalize messages with contact fields.

A cross-channel campaign lets you define a multi-step journey across different channels. For example: send an email, then follow up with a WhatsApp message to non-openers, and finally send an SMS reminder. The AI assistant can help you design these flows.

Each campaign has a real-time dashboard showing delivery rates, open rates, click rates, bounce rates, and response rates. You can also view individual message statuses (sent, delivered, opened, clicked, bounced, failed) for every contact.

Yes. When creating a campaign, choose Schedule instead of Send Now. Pick a date and time, and the campaign will be dispatched automatically. You can also set up recurring campaigns.

SurveyAnalytica offers real-time dashboards, response summaries, cross-tabulation, trend analysis, sentiment analysis, word clouds, NPS tracking, and custom charts. Analytics are powered by BigQuery for handling large datasets with speed.

Yes. From any analytics dashboard, click Export → PDF Report to generate a professionally formatted report with charts and data. You can customize which sections to include and add your branding.

Our AI agents can automatically analyze survey responses, identify trends, detect sentiment, and generate executive summaries. In the Analytics section, click Ask AI to ask natural language questions about your data — like "What are the top complaints?" or "Show me satisfaction trends by region."

Yes. Export data in CSV, Excel, or JSON formats from the Analytics section. You can export all responses or filter by date range, status, or segment before exporting.

Segments let you categorize responses or contacts into groups based on rules you define (e.g., "Promoters" for NPS > 8, or "Region: Asia"). Apply segmentation configs to surveys or campaigns and the segments are automatically assigned. Use segments to filter analytics and compare groups.

Go to Contact Lists → Create and upload a CSV or Excel file with your contacts. Map the columns to fields (name, email, phone, etc.) and import. You can also add contacts manually or via API.

Yes. The Data section lets you import any tabular data (CSV, Excel). Use the import wizard to define column types and import. The data is stored in BigQuery and can be analyzed alongside survey responses.

During import, SurveyAnalytica automatically detects duplicates based on email or phone. You can choose to skip, update, or create new entries for duplicates. You can also deduplicate existing lists from the contact list settings.

Yes. Create segmentation rules in Contact Lists → Segmentation to automatically tag contacts based on their attributes or behavior. For example, segment by location, engagement level, or survey responses.

Workflows are automated sequences triggered by events. For example: "When a survey response has NPS < 6, send an alert email to the support team and create a follow-up task." Build workflows visually using the drag-and-drop flow editor.

Triggers include: new survey response, campaign event (open, click, bounce), schedule (time-based), contact list update, data import, webhook, and manual trigger. Each trigger starts the workflow automatically when the condition is met.

Actions include: send email/SMS/WhatsApp, update contact fields, add to contact list, call a webhook, run an AI agent, create a task, send a Slack/Teams notification, add a delay, and branch with conditions.

Yes. Add an AI Agent action to your workflow to process data, classify responses, generate summaries, or make decisions. The AI agent runs autonomously and passes its output to the next workflow step.

AI Agents are intelligent assistants you build within SurveyAnalytica. They can answer questions from your data, classify feedback, route requests, generate content, and more. Deploy them as chatbots, email responders, or as steps in workflows.

Go to Agents → Create Agent. Define the agent's purpose, connect it to your data sources (surveys, contact lists, documents), configure its tools and instructions, then test and deploy. The AI assistant helps you set it up conversationally.

Deploy agents as embedded chatbots on your website, as email auto-responders, within WhatsApp or other messaging channels, or as workflow actions that run behind the scenes. Each agent gets a unique endpoint you can integrate anywhere.

Yes. When building an agent, you can connect it to any of your surveys, contact lists, or imported datasets. The agent can then query this data in real-time to answer questions like "How many responses did we get last week?" or "What's the average satisfaction score?"

We support 30+ integrations including Slack, Microsoft Teams, Salesforce, HubSpot, Zapier, Google Sheets, Shopify, Stripe, Twilio, SendGrid, WhatsApp Business API, Facebook, LinkedIn, and more. See the full list under Settings → Integrations.

Navigate to Settings → Integrations, find the service you want to connect, and click Connect. Follow the OAuth flow or enter the required API keys. Once connected, you can use the integration in campaigns, workflows, and agents.

Yes. Set up webhooks under Settings → Integrations → Webhooks. You can trigger webhooks on events like new survey responses, campaign events, or contact updates. Incoming webhooks can also trigger workflows.

Yes. SurveyAnalytica provides a RESTful API for programmatic access to surveys, responses, contacts, campaigns, and analytics. API documentation is available under Settings → API Keys where you can also generate your access tokens.

SurveyAnalytica offers Free, Pro, Business, and Enterprise plans. Each tier increases limits on responses, campaigns, team members, and access to advanced features like AI agents, cross-channel campaigns, and custom branding. Visit the Plans page for current pricing.

Go to Account → Plans and select the plan you want. Upgrades take effect immediately with prorated billing. Downgrades apply at the end of the current billing cycle. Your data is always preserved.

We accept all major credit and debit cards (Visa, Mastercard, American Express) processed securely through Stripe. Enterprise customers can also pay via invoice.

We offer a 14-day money-back guarantee for new subscriptions. If you are not satisfied, contact support within 14 days of your purchase for a full refund. After that period, we provide prorated credits for annual plans cancelled early.

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use Google Cloud Platform infrastructure with SOC 2 compliance. Access controls, audit logs, and role-based permissions ensure only authorized users can view your data.

Yes. We provide tools for GDPR compliance including data export, right to deletion, consent management, and data processing agreements. You can configure data retention policies and anonymization rules for your workspace.

Yes. Use role-based access control (RBAC) to assign roles like Owner, Admin, Editor, and Viewer. Each role has specific permissions. You can also restrict access to individual surveys, campaigns, and data at a granular level.

Data is stored on Google Cloud Platform. Primary storage uses Firestore and BigQuery in regions you select during workspace setup. Backups are maintained across multiple zones for redundancy.