> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Send Survey - Chat

You can automatically send Survey (CSAT, CES, or NPS) to your contacts based on specific events using the **Send Survey** action. The Send Survey in chat action enables you to collect valuable feedback from your customers by sending surveys automatically when certain triggers occur.

* [How to Configure the Send Survey Action in Chat](#how-to-configure-the-send-survey-action-in-chat)
* [Practical Use case](#practical-use-case)

### How to Configure the Send Survey Action in Chat

While setting up an [**Execution Flow**](https://support.salesmate.io/hc/en-us/articles/45878729348121-Execution-Flows), select the **Send Survey** action.

<img src="https://mintcdn.com/salesmate/_HIRwWtR8qYU5VcV/ai-pilot/actions-ai-pilot/images/mceclip1-10.png?fit=max&auto=format&n=_HIRwWtR8qYU5VcV&q=85&s=42ef946949dc9017ce972eb8b22bad39" alt="mceclip1.png" width="2864" height="1616" data-path="ai-pilot/actions-ai-pilot/images/mceclip1-10.png" />

* Once the action is selected, configure it by providing the following details:
  * **Name** : It is the identifier of the step.
  * **Description** : It is optional to display internal notes for context.
  * **Select Survey**  : Choose which survey (CSAT, NPS, CES, or custom) from the surveys created that you want to send to the customer in the chat.
  * ***Message :*** *Enter the greeting or message that appears above the survey invite in the chat. For example: "We’d love your feedback!"*
  * **Survey Start Button Text** : Customize the text on the button that starts the survey. For example: "Start Survey" or "Share Feedback"
  * **Position** : Decide where the survey message appears in the chat window — top, bottom, or after a specific message.
  * **Style** : Choose the visual style of the survey block to match your brand (like color theme or button style).
  * **Allow customers to dismiss the survey** **:** Turn this on to let customers close or skip the survey if they don’t want to answer.
  * You can preview the Survey using the **Preview** button.

<img src="https://mintcdn.com/salesmate/v4tKfku_bYib_Z8E/ai-pilot/actions-ai-pilot/images/mceclip2-5.png?fit=max&auto=format&n=v4tKfku_bYib_Z8E&q=85&s=4c2fea684bb2ee179529f9db2c06f250" alt="mceclip2.png" width="2874" height="1618" data-path="ai-pilot/actions-ai-pilot/images/mceclip2-5.png" />

* Click on **Save** to save the action.

### Practical Use case

After successfully helping a customer with a support query in chat, automatically send a quick CSAT survey asking how satisfied they were with the assistance they received. This helps measure real‑time customer satisfaction and identify areas to improve the support experience.

<img src="https://mintcdn.com/salesmate/_HIRwWtR8qYU5VcV/ai-pilot/actions-ai-pilot/images/mceclip0-12.png?fit=max&auto=format&n=_HIRwWtR8qYU5VcV&q=85&s=137cfcecf4244ffbbd731735e44b1c69" alt="mceclip0.png" width="1038" height="1330" data-path="ai-pilot/actions-ai-pilot/images/mceclip0-12.png" />
