Conversational Agent

A conversational survey is a survey conducted through a chat interface instead of a long, static form.

Users answer questions naturally, one step at a time, as if they are chatting with a human.

Instead of showing:

• A long Google Form

• Multiple fields on one page

• High-friction forms that users abandon

A conversational survey:

• Asks one question at a time

• Adapts based on user responses

• Feels natural and interactive

• Works inside chat widgets, websites, or messaging platforms

Traditional Surveys

• Static forms

• High drop-off rates

• One-size-fits-all

• Feels like a task

• Limited engagement

Simplagents Conversational Surveys

• Dynamic chat-based flow

• Higher completion rates

• Adaptive questions

• Feels like a conversation

• Interactive and human-like

• Higher response rates - users are more likely to complete the survey

• Better data quality - users answer thoughtfully, one question at a time

• Faster completion - no overwhelming forms

• Real-time engagement - users can ask questions while answering

• Works everywhere - website, live chat, iframe, QR, WhatsApp

The Survey Agent is an AI-powered conversational agent that:

• Asks predefined survey questions

• Collects structured responses

• Validates user inputs (email, number, options, etc.)

• Stores responses automatically in CRM

• Runs inside a chat interface

• Can be embedded or shared via link

• Users abandoning long survey forms

• Low engagement with feedback collection

• Manual follow-ups for incomplete surveys

• Poor-quality or unstructured responses

• Separate tools for chat and surveys

With a Survey Agent, survey + conversation + data collection happen in one place.

Step 1: Log In to the Dashboard

After logging in, you land on the Home Dashboard where you can create and manage agents.

• Click Add Agent

• This opens the Templates Library

Here you’ll see multiple ready-made agent templates.

• Find Quick: Survey Agent

• Click Copy Agent

This instantly creates a working survey agent for you.

Once the agent opens:

• Go to AI Definition

• Make sure the toggle is set to Tools

• (Not Off, Not FAQ, Not Tools + FAQ)

This allows the agent to actively collect structured survey data.

Click Edit or View Configuration next to Tools + FAQ.

Here you can:

• Change the Agent Name

• Modify the Agent Prompt

• Select the LLM Model (for example: gpt-4.1-mini)

• Control how the agent behaves during the survey

Example prompt:

“You are a survey agent. Your task is to ask questions one by one and store structured responses.”

Click Save Changes.

Now go to the left menu and click Tool / Flow.

• Find Survey Tool

• Click the pencil (edit) icon

Define Your Survey Fields

For each question:

• Choose Field Type

• Text

• Email

• Number

• Single select

• Multi select

• Dropdown

• Set a Key (example: name, email, rating)

• Mark it Required if mandatory

• Add Validation Regex if needed

This defines how the agent asks and stores survey data.

Click Edit to save.

Go to Channels → Live Chat.

Here you can customize:

• Company name

• Header text

• Welcome message

• Button color

• Background color

• Logo

• User and admin avatars

This controls how the survey feels to end users.

Click Save Changes.

Still inside Live Chat, switch to ModalLink.

You can:

• Copy the Testing Link

• Embed the agent using the script

• Share QR code

• Use iframe on any website

This is where your survey becomes live.

When users open the chat:

• They see a welcome message

• Click Start Survey

• Answer questions one by one

• Submit responses naturally

All responses are stored automatically in CRM.