Surveys
NPS, CSAT, 360 reviews, quizzes, and recruiting screen forms — one survey engine for all feedback.
The Surveys module handles all structured feedback in one place. Customer NPS, employee 360 reviews, recruiting screening forms, satisfaction surveys, and quizzes — all built on the same engine with one unified data model. Responses flow back to CRM contacts, People employees, and ATS candidates automatically.
What the Surveys Module Does
Workestra's Surveys module helps you:
- Build surveys visually — Drag-and-drop builder with rating scales, Likert, multiple choice, open text, file upload, and conditional branching
- Cover every feedback type — Five survey kinds: NPS, CSAT, 360 review, quiz, and screening form
- Analyze open text with AI — Sentiment analysis and topic clustering on free-text responses, no manual tagging required
- Trigger automations from responses — Low NPS score → create a Support ticket, Detractor → enroll in follow-up sequence
- Share flexibly — Public links, authenticated links, and embed code for websites or help centers
- Track results in real time — Live results dashboard with trend charts and individual response drill-down
How to Enable Surveys
- Navigate to Settings > Modules
- Find the Surveys card
- Toggle it On
- Surveys appears in your sidebar
Surveys is available as an add-on on all plans. There are no response-count limits.
Surveys Navigation
| Page | URL | Purpose |
|---|---|---|
| Overview | /surveys | Survey dashboard and recent results |
| All Surveys | /surveys/all | Full survey list |
| NPS | /surveys/nps | NPS survey management |
| Quizzes | /surveys/quizzes | Quiz surveys |
| 360 Reviews | /surveys/360 | Employee 360 review surveys |
| Templates | /surveys/templates | Reusable survey templates |
| Settings | /surveys/settings | Response routing and notifications |
Survey Kinds
All surveys share the same builder. The kind determines the default question types, results aggregation method, and where responses are stored.
| Kind | Use Case | Integration |
|---|---|---|
| NPS | Customer satisfaction score (0–10 scale) | Attaches response to CRM contact by email match |
| CSAT | Post-interaction satisfaction | Attaches to Support ticket by ticket ID |
| 360 Review | Multi-rater employee feedback | Stores on People employee record |
| Quiz | Scored knowledge assessments | Standalone or gated progression |
| Screening | Candidate application forms | Attaches to ATS candidate by application ID |
Core Concepts
Surveys
The survey definition — its kind, questions, sharing settings, and status. A survey can be a draft, published (accepting responses), or closed.
Responses
Individual submissions from a respondent. Responses are linked to a CRM contact, People employee, or ATS candidate depending on the survey kind and routing configuration.
Results
Aggregated analytics for a survey — NPS score, CSAT average, sentiment breakdown, response count, trend over time. Refreshed automatically as new responses arrive.
AI Features
Open-text responses are analyzed automatically:
- Sentiment classification — Positive, neutral, or negative per response
- Topic clustering — Responses grouped into topics (e.g., "Pricing", "Onboarding", "Support") without any manual tagging
- Per-survey summary — AI generates a summary narrative of the most common themes and sentiment signals
Analysis runs in the background after each response is submitted and results appear within a few seconds.
Quick Setup
- Enable Surveys in Settings > Modules
- Create your first survey — choose a kind
- Add questions using the drag-and-drop builder
- Configure response routing (which module receives the response data)
- Publish and share the link
Next Steps
- Creating Surveys — Build surveys and configure sharing
- Results & Analytics — View results and AI analysis
- Surveys Settings — Response routing, notifications, and thresholds