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What is a Conversational Survey?
A Conversational Survey is a chat-style survey experience that presents questions one at a time in a natural, dialogue-like flow. Instead of seeing multiple questions on a single page, respondents interact as if theyre having a conversation. This design is more engaging, feels more human, and often encourages richer responses.Note: The Conversation format is available for In-Product Surveys, Surveys, and Feedback studies.
Why Use Conversational Surveys?
- Higher Engagement: Feels personal and lightweight, driving stronger response rates.
- Better Data Quality: Open-text answers come through richer, more authentic, and more detailed.
- Improved Experience: Respondents find it more enjoyable, intuitive, and natural.
When to Choose Conversational vs. Standard
Choose Conversational if:- You want deeper insights with richer qualitative feedback (e.g., checkout studies, feature feedback, usability research).
- You want to create a positive and engaging respondent experience.
- You need a fast, efficient pulse check (e.g., quick NPS or CSAT).
- Speed and brevity are more important than open-text depth.
- Youre collecting simple, quantitative metrics.
How to Set Up a Conversational Survey
- Navigate to a Feedback study, Survey or In-Product survey.
- Click Edit.
- Click the Settings tab near the top of the survey.
- Select Conversation from the Survey Appearance options.
- [Optional] Enable the Show Survey Provider Persona setting if youd like to provide additional context to respondents about where the questions theyre seeing are coming from. This is helpful for ensuring respondents understand the survey isnt a chatbot and for building trust.