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This page provides an overview of how to utilise surveys in your OCS chatbot. 

What are Surveys on Open Chat Studio?

The Surveys feature allows chatbot makers to give users a link to a Google form (or any other link to a survey), both at the start and end of an OCS chatbot web session. 

Note: If you create a chatbot experiment, add pre- and/or post-surveys and deploy the bot on WhatsApp or Telegram, users will not be able to see the links to the survey or provide responses.  If you deploy your OCS chatbot on WhatsApp or Telegram but would still like to capture pre- or post-survey questions, options include: 

  • Incorporating survey questions in your prompt and structuring the prompt such that the chatbot starts and ends with questions as you would like it to. 
  • Sending users links to a Google form or other kind of survey directly, before or after providing them with the link to the chatbot. 


Example of a pre-survey when using an OCS bot on the web


Example of a post-survey when using an OCS bot on the web


Create a Survey

To create a survey, navigate to the "Surveys" option on the left-hand menu. Follow the steps given below. 


  1. Select "Add New". 
  2. Name:  This is a name for you / your team members on OCS to identify between different surveys you may create. Note that the users of your chatbot will not be able to see this survey name. 
  3. Consent text: Here, you can add in any text of your choosing. This text may be in any language.  Dimagi often incorporates the following elements in each consent form: 
    • That we do not guarantee the accuracy of chatbot responses. 
    • How we might use data from chatbot interactions. 
    • An email address and phone number for the relevant Dimagi team running the experiment. 
    • A set of bullets asking the user to confirm that they have read the context above, that they are over 18 years of age and that they have voluntarily agreed to try out the chatbot. 
  4. Capture Identifier: By selecting this box, you will create a consent form in which a chatbot user is asked to provide some kind of identifier as they provide consent. There are a variety of identifiers you can select, for example email address, phone number, name or initials. 
  5. Identifier Label: Based on your choice of identifier, in this field you can write down the text you would like a user to see on the consent form, when collecting their information. This text can be in any language. For example: 
    • "Please provide your email address" 
    • Or "Email address" 
    • Or "Please type your name or any identifier you choose". 
  6. Identifier Type: There are two options you can select: email or text, based on your choice of identifier in steps 4 and 5 (above). Selecting the "Email" option results in a consent form that doesn't allow the user to proceed until they have provided a full email address. Selecting the "Text" option allows users to write letters or numbers, as per your instructions in the Identifier Label. 
  7. Click "Create". Now you have a consent form! When you navigate to the Consent Forms landing page, you will be able to see that version, as well as any other forms you or your team members have created.

Final Step

When creating your chatbot, be sure to select your choice of consent form from the drop down menu. (Note that the menu will not be populated unless you or your team members on OCS have created forms). 


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