Help center
Guides for setting up and running SurveyCX. Each article says which version it is current for; the release notes list what changed.
- Getting started
From subscribing on AWS Marketplace to the first answered survey.
Current as of version 0.1.0 - Building a survey
Question types, targeting by queue or attribute, sampling, the skip rule and the low-score threshold.
Current as of version 0.1.0 - Surveys on voice and chat
The flow module, the disconnect flow, and what the customer hears or sees.
Current as of version 0.1.0 - SMS and email invitations
Setting up sending, the frequency cap, the send window, reminders and opt-outs.
Current as of version 0.1.0 - Closed loop: Tasks, attributes and events
What happens after a low score, and how to route the follow-up.
Current as of version 0.1.0 - Reading the results
Scores by agent, queue, driver and period; the funnel; exports; what agents see.
Current as of version 0.1.0 - Feeding Arena
Sending survey scores to Arena for Amazon Connect.
Current as of version 0.1.0 - API reference
Ingest and data keys, survey links for your own channels, survey definitions, reports and signed webhooks for other applications.
Current as of version 0.1.0 - Genesys and other platforms
Using SurveyCX as a module with another contact-centre platform through the ingest endpoint.
Current as of version 0.1.0 - Security and data
Where data lives, what leaves the account, retention, deletion and compliance notes.
Current as of version 0.1.0 - Billing and the free trial
What a completed response is, how usage is reported, and the trial.
Current as of version 0.1.0 - Settings reference
Every stack parameter and console setting.
Current as of version 0.1.0 - Troubleshooting
No survey on the call, no invitations, missing agents, failed sends.
Current as of version 0.1.0
Can't find it? Email [email protected].