How do I add a survey to my chat?

DEADLINE: Starting December 1, 2024, United States carriers will block all unregistered SMS. Don’t wait - complete SMS registration immediately to avoid disruption to your service.

Add a simple survey to your inbox queues to assess the experience your customer's are having with your agents and product.

Before you begin: You must be set up as a user and be assigned the admin role. This can also be done from your admin portal if you have access permissions.

Sign in to our GoTo desktop/ web app.
From Contact Center > Admin > Inbox queues, select the inbox queue you want to edit.
From Settings, enable the Satisfaction Survey and then select the desired survey you want used.

Attention: If you haven't already done so, you will need to create a survey before you can enable it on an inbox queue.
Select Save.

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