Surveys

Surveys are short polls (1 to 3 questions) that appear in the widget for identified users of your app. Unlike suggestions — which a person submits on their own — a survey is your team asking the question, at a moment when the user is already active in your app.

Available on every plan, including Free — what changes is how many surveys you can keep active at the same time.

Active survey limit

Plan	Active surveys
Free	1
Starter	5
Pro	Unlimited

The limit only counts surveys with Active status. Draft and archived surveys don’t take up a slot. See Plans and Usage limits.

Creating a survey

Go to Surveys → New survey
If your team has more than one app, select every app in Apps where the survey should appear. With a single app, this step doesn’t show up — the survey is automatically tied to it
Give it an internal title — only your team sees this title; it never appears to the end user
Add 1 to 3 questions, each one of three types:
- Single choice — the person picks one option from the ones you set up (2 to 10 options)
- Rating (1 to 5) — the person picks a score from 1 to 5
- Short text — the person writes a free-form answer; you can mark the question as optional
Click Save to keep the survey as a Draft (not shown to anyone yet), or Save and activate to publish it right away

Activating a survey consumes one slot from your plan’s active survey limit.

Sending to multiple apps

If your team has more than one app, the same survey can be shown in several of them at once — just check all the apps you want in the Apps field. You can change which apps receive the survey at any time, even after it already has responses. Only the questions get locked once the survey receives its first response or dismissal.

Searching and filtering surveys

In the survey list, a search field is always visible at the top, to search by title.

Next to the search, the Filters button opens a panel with Status: multi-select, shows the count of surveys in each status (Draft, Active, Archived), and lets you combine more than one at a time.

Each active filter shows as a tag below the search bar, with an X to remove it individually, and a Clear all link to remove all of them at once. The Filters button shows a counter with the total number of active filters.

What the end user sees

When an identified user (SSO login or a visitor with a verified email) opens the widget, the eligible survey appears automatically once per panel open, without blocking the rest of the widget — the person can dismiss it and keep using suggestions or support normally.

Only identified users see surveys. Anonymous visitors who haven’t verified their email yet (read-only board) never see any.
Anyone who answers or dismisses (close button) a survey never sees it again.
After answering or dismissing any survey, a person goes 30 days without seeing another survey from that app — a cooldown designed to avoid fatiguing users with repeated requests.

Activating and archiving

A survey moves through the statuses Draft → Active → Archived, always in that order — you can’t move a status back from the dashboard. The one exception is a plan change: when you downgrade, active surveys beyond the new plan’s limit go back to Draft on their own (see Usage limits).

You can activate or archive a survey from two places:

The survey list, via each row’s ⋯ menu
The survey’s edit page, which shows the current status as a badge next to the title, along with the matching buttons:
- Activate shows up when the survey is in Draft
- Archive shows up when the survey is Active

Archive a survey when you want to stop collecting responses without losing the data already collected. Archiving frees up the slot in your plan’s active survey limit. An archived survey keeps its results visible, but stops appearing in the widget — create a new survey to collect responses again.

Archiving is irreversible: clicking Archive asks for confirmation before applying the change, because an archived survey can’t be reactivated.

Next steps

Survey results — how to read the responses
Installing the widget
Plans