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Questionnaires let you create a sequence of questions that collect information from users inside a Flow. You can validate response formats, assign scores to answers, save data to Contact Fields, and review results in the Applicants section. Use this feature for order forms, surveys, quizzes, consultation requests, or delivery information collection.

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Access and Manage Questionnaires

1

Open Tools

Select Tools from the left navigation menu.
2

Select Questionnaires

Click the Questionnaires card to open the management page.
3

Create a questionnaire

Click Add, enter a name for the questionnaire, and start adding questions.
The management page displays each questionnaire’s name, its number of Applicants, and an Actions menu. Use Search name… to find a questionnaire quickly. The Actions menu provides these options:

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Create and Configure Questions

The Questions page contains General settings and individual question blocks. You can add, duplicate, reorder, deactivate, or delete individual questions at any time.

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General Settings

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Per-Question Settings

Each question block includes the following settings: Use the icons beside each question to delete, duplicate, or reorder it. Click Add New to add another question, then click Save to save the questionnaire.

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Handling Invalid Responses

When a user’s response does not match the selected Response Type, the Bot sends the retry message and asks the user to try again. After three consecutive failed attempts, ChatbotX exits the questionnaire and continues to the next block in the Flow.
After three invalid responses, ChatbotX exits the questionnaire entirely. Make sure your retry messages are clear and help the user understand exactly what format is expected.

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Response Types

Questionnaires support five Response Types: With Multiple choice you can create multiple answer options under Options, assign a separate score to each option, reorder options using the arrows, delete unneeded options, and add new ones with Add.

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Review Results in Applicants

When a user completes a questionnaire, ChatbotX saves the result in Applicants. The overview shows:
  • Applicants — total number of participants.
  • Completed — number of fully completed questionnaires.
  • Completion rate — the percentage of participants who finished.
The Applicants table lets you search by name and review the Name, Points, Status, and Date columns, with sorting available on supported columns. Click a user’s name to see their 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.

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Use Questionnaires in a Flow

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Add a Questionnaires Action

1

Open Send Message

Create or open a Send Message block in Flow Builder.
2

Open Actions

Click Create, select Actions, then select Questionnaires.
3

Select a Mode

Open Edit and select the Mode that matches the purpose of the block.

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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 Bot asks for their phone number, address, payment method, and email in sequence.

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How Questionnaire Progress Is Preserved

ChatbotX tracks each user’s progress through a questionnaire so sessions can resume correctly:
  • 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 considered complete after the user answers every active 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 without being removed first.
  • Run Delete applicant to clear the previous result and allow the user to start over.
  • If a response matches a Keyword trigger during an active questionnaire, ChatbotX prioritizes and fires that Keyword.
  • After three invalid responses, ChatbotX exits the questionnaire and moves to the next block in the Flow.
Select the correct Contact Field for each question before saving. Reusing stored values like phone numbers, email addresses, and delivery addresses across multiple Flows saves you significant setup time.