Customer Survey

The Customer Survey feature enables customers to share feedback on remote sessions. After each session, they'll be prompted to fill out a customized or a third-party survey, providing insights about their remote experience. These responses can be compiled into survey reports for detailed analysis at a later stage.

To create a customer survey:

  • Navigate to Settings > General > Survey > Customer.


  • Click Create New Survey.


  • Provide details like Survey Name and Description, then select the survey type (i.e: Customer survey or Third party survey).


  • Once you choose Customer survey, Click Add Question and choose from the various question types, such as single choice, multiple choice, short answer, drop-down, or star rating. Enter the question and provide the appropriate choices.

  • Click Add New Question to add further questions. Use the provided checkbox to mark questions as mandatory.

  • Once questions are added, click Create Survey. Customer surveys can also be created by department.

  • After creation, click Publish to make the survey available for customers at the end of each session.


  • Customers will be shown with the survey at the end of each session only when it is published.

Third-Party Survey

You can also choose the Third-Party Survey option to redirect your customers to a custom survey or webpage that aligns with your organizational preferences once the session ends.

  • In the Survey URL field, input the valid webpage or survey link to redirect your customers to their end-of-session page, then click Create Survey.


  • Click Publish to direct your customers the respective URL. 


To Preview, View, Edit, or Delete the Survey

  • Click the three-dot icon and choose the respective option (delete or edit).


  • To preview a created survey, click the Preview icon located under the Action column.


  • To view a created survey, hover the cursor over the survey and click on it.

Survey Reports

Survey reports can be viewed in two ways:

  • Access Survey reports by clicking the Survey Reports icon under the Action column for the respective survey.


  • Alternatively, you can access the survey reports by navigating to Reports > Survey Report > Customer.

  • Reports can be filtered by Survey, Session Type, Technician type, and Time period.

  • The Survey Report overview includes details like Technicians, conducted sessions, sessions with surveys, and survey responses.

  • Choose Overall Summary to view the graphical summary of all customer's responses.



  • Select Individual summary for detailed individual customer survey responses.