Welcome to SurveyAnalytica

SurveyAnalytica is an AI-powered research, customer intelligence, and automation platform that unifies customer feedback, operational data, and intelligent workflows into a seamless ecosystem. This guide will help you get up and running quickly.

Platform Overview

SurveyAnalytica provides tools for:

• Survey Design: Create professional surveys with 20+ question types including multiple choice, rating scales, free text, file uploads, payments, and more.
• Campaign Management: Design and execute multi-channel campaigns via email, SMS, WhatsApp, and social media.
• Data Management: Upload, transform, and manage datasets (tabular, images, documents) with a guided wizard.
• Analytics: Analyze data with dashboards, trends, text analytics, pivot tables, and AI-powered insights.
• Segmentation: Segment your audience using business rules or ML-powered clustering algorithms.
• Machine Learning: Train, evaluate, and deploy classification and prediction models.
• AI Agents: Build and deploy custom AI-powered microservices for automation.
• Conversations: Manage omnichannel messaging with a unified inbox.
• Workflow Automation: Create automated workflows triggered by events across the platform.
• Integrations: Connect with 30+ tools including Slack, Teams, WhatsApp, Stripe, Google Sheets, and more.

Creating Your Account

1. Visit the SurveyAnalytica platform and click Sign Up.
2. Enter your name, email address, and password.
3. Verify your email address through the confirmation link sent to your inbox.
4. Complete the onboarding questionnaire to customize your experience.

Workspace Setup

After creating your account, set up your workspace:

1. Organization name: Enter your company or team name.
2. Invite team members: Add colleagues by email. Assign roles (Owner, Admin, Member).
3. Configure branding: Upload your logo and set brand colors that will be applied to surveys and reports.
4. Connect integrations: Link your email, messaging, and data tools.

Navigating the Dashboard

The main dashboard provides quick access to all platform features through the sidebar navigation:

• Home / Dashboard: Overview of recent activity, key metrics, and quick actions.
• Surveys: Create, manage, and analyze surveys.
• Campaigns: Design and execute multi-channel outreach campaigns.
• Data: Upload and manage datasets.
• Contact Lists: Manage your contacts and audience segments.
• Analytics: View cross-entity analytics and reports.
• Conversations: Access the omnichannel messaging inbox.
• Agents: Build and manage AI agents.
• Workflows: Create and manage automation workflows.
• Account: Manage your profile, organization settings, billing, and security.

Quick Start: Create Your First Survey

1. Click Surveys in the sidebar.
2. Click + New Survey.
3. Choose a template or start from scratch.
4. Add questions using the drag-and-drop editor. Available question types include: Checkbox, Radio (multiple choice), Free Text, Rating (NPS), Slider, Date/Time, Matrix, Yes/No, Star Ratings, Dropdown, Multi-Select Dropdown, Ranking, Signature, Image Choice, Video, File Upload, Phone, Payment, Product Card, and Appointment.
5. Customize the survey appearance with themes, colors, and branding.
6. Preview your survey to verify it looks correct on both desktop and mobile.
7. Publish the survey to make it available for responses.
8. Share the survey link or distribute via campaign.

Quick Start: Import Contacts

1. Click Contact Lists in the sidebar.
2. Click + New Contact List.
3. Upload a CSV or Excel file with contact data (name, email, phone, custom fields).
4. Map the columns from your file to contact fields.
5. Save the contact list.
6. Use the contact list for targeted campaign distribution or survey invitations.

Quick Start: Run Analytics

1. Open any survey, campaign, or dataset.
2. Click Analyze to open the Analytics view.
3. Explore the auto-generated dashboard with response charts and metrics.
4. Switch between Dashboard, Trends, Text Analytics, Pivot, and Segments views.
5. Use the AI assistant to ask questions about your data in natural language.
6. Create reports and export findings as PDF.

Quick Start: Build an AI Agent

1. Click Agents in the sidebar.
2. Click + New Agent.
3. Describe what the agent should do in natural language.
4. The AI assistant generates the agent code automatically.
5. Configure environment variables and input/output schemas.
6. Test the agent with sample data.
7. Deploy the agent as a live API endpoint.

Supported Question Types

SurveyAnalytica supports a comprehensive set of question types for building surveys:

• CHECKBOX: Multiple selection from a list of options.
• RADIO: Single selection from a list of options.
• FREE_TEXT: Open-ended text response.
• TEXT_BOX / MULTI_TEXT_BOX: Single or multi-line text input.
• NPS: Net Promoter Score rating scale (0-10).
• RATINGS: Star or custom rating scale.
• SLIDER: Numeric slider for range selection.
• DATETIME: Date and/or time picker.
• MATRIX: Grid/table question with rows and columns.
• YES_NO: Binary yes/no selection.
• DROPDOWN: Single selection from a dropdown menu.
• MULTISELECT_DROPDOWN: Multiple selections from a dropdown.
• RANKING: Drag-and-drop ranking of options.
• SIGNATURE: Digital signature capture.
• IMAGE_CHOICE: Select from image options.
• VIDEO: Embedded video question.
• FILE_UPLOAD: File attachment upload.
• PHONE: Phone number input with validation.
• PAYMENT: Stripe-powered payment collection.
• PRODUCT_CARD: Product display with selection.
• APPOINTMENT: Calendly-powered scheduling.

Getting Help

The platform provides several ways to get assistance:

• AI Assistant: Available in analytics and survey builder for contextual help.
• Help Articles: Detailed documentation for every feature (you are reading one now).
• In-app guidance: Step-by-step wizards for complex tasks.