Automation · Operations and reporting

Create a satisfaction survey in SurveyMonkey from the chat

An AI agent builds in SurveyMonkey the survey your team describes in the chat, creates its web link and later summarizes the responses.

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How do I build a satisfaction survey in SurveyMonkey without opening the editor?

Someone on your team describes the survey they need to the Met, for example three questions about WhatsApp service. The Met checks the available question types, creates the survey in your SurveyMonkey account, adds the questions and creates a web link collector to share it. Days later, when asked, it counts how many responses it has and brings the summary of what people answered. The survey is answered in SurveyMonkey, not inside the chat.

What starts it

When the customer writes

It starts when an employee writes to the Met assigned to the conversation and asks it to build a survey, or asks how an existing one is going. The person writing is on your team, not a customer. There is no trigger to configure.

Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.

Who runs it

Met that analyzes data for the team

It is not a customer service Met: it is the one that helps your team with data and surveys, with SurveyMonkey connected. Its work ends when the survey has a link and, later, when the team knows what people answered.

Run by the data analyst Met

What you need connected

SurveyMonkey Automate and collaborate

5 steps · 6 tools

The procedure, step by step

Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.

1
Check the question types

Before creating anything, the Met checks which question types SurveyMonkey offers, so it builds each question with a type that exists and not an invented one.
- get_question_types SurveyMonkey
2
Create the survey

With the title and purpose your team gave, the Met creates the survey in the SurveyMonkey account and keeps its ID for the next steps.
- create_survey SurveyMonkey
3
Add the questions

The Met adds the questions your team described one by one, in the order requested. If a question does not fit any available type, it says so instead of forcing it.
- add_question SurveyMonkey
4
Create the link to share it

With the survey ready, the Met creates a web link collector and gives the link to your team, which decides where and with whom to share it.
- create_weblink_collector SurveyMonkey
5
Count and summarize the responses

When someone asks how the survey is going, the Met counts its responses and brings the SurveyMonkey summary to tell the team what repeats most.
- get_response_count SurveyMonkey
- get_response_summary SurveyMonkey

Before you start

What you need ready

The Met solves none of these for you. If one is missing, the automation stops there.

SurveyMonkey connected in Met

In Met, open Connections, then SurveyMonkey, then Connect. A SurveyMonkey window opens so you sign in and authorize Met.
Creating surveys and questions turned on

The workspace admin keeps the actions to create the survey, add questions and create the web link on in the connector.
A Met that serves your team

You assign the analyst Met to the conversation where your team writes, so surveys are not built from the customer service line.

The limits

What this automation does NOT solve

Better said here than discovered halfway through the rollout.

It does not send the survey to your customers on its own. It delivers the web link and your team decides how and with whom to share it.
It does not send email invitations or create other collectors: among the listed tools there is only the web link one.
It does not design the survey for you. It builds the questions your team describes; choosing what to ask is still the team's decision.
It does not ask for confirmation in the chat before creating. The control is which actions the workspace admin keeps on.