What's a post-conversation survey bot?

A post-conversation survey bot is a bot that is triggered at the end of a conversation with an agent or custom bot. You can use it to obtain feedback from the consumer on the consumer's experience with your brand. A survey bot is a great way to measure agent/bot and skill performance and to identify opportunities to improve on your quality targets.

When you build a survey bot in Conversation Builder, you can use special, predefined interactions for capturing standard survey metrics:

  • Net Promoter Score (NPS)
  • Customer Satisfaction (CSAT)
  • First Contact Resolution (FCR)

Data on these survey metrics is captured in Conversational Cloud and exposed via the Analytics Builder application. You'll find this information in the predefined Survey Dashboard for Messaging, which you can use out-of-the-box or manipulate to create customized reports.

To use survey bots created in Conversation Builder, you must be on the LivePerson platform, i.e., you log into Conversation Builder via single sign-on through Conversational Cloud. This feature isn't supported on the AWS platform where you log into Conversation Builder directly.

Survey bots are supported only in Messaging, not in Live Chat.

Net Promoter Score (NPS) metrics

Net Promoter Score (NPS) metrics are commonly used to measure the loyalty of a consumer to a brand. PCS bots have a predefined NPS interaction for capturing the consumer's response to a standard NPS question: Based on your experience today, how likely are you to recommend us to a friend or colleague? This lets you quickly and easily start measuring NPS over messaging.

Customer Satisfaction (CSAT) metrics

Customer Satisfaction (CSAT) metrics are used to measure the frequency at which your brand meets or exceeds consumer expectations. PCS bots have a predefined CSAT interaction for capturing the consumer's response to a standard CSAT question: How would you rate your overall satisfaction with the service you received? Like the NPS interaction, this is a great way to quickly start measuring consumer satisfaction.

First Contact Resolution (FCR) metrics

First Contact Resolution (FCR) metrics are used to measure operational efficiency in resolving consumer issues. PCS bots have a predefined FCR interaction for capturing the consumer's answer as to whether their inquiry was resolved: Were you able to resolve your inquiry today? This feedback helps you to measure and improve agent/bot and skill performance.

Building a survey bot with Conversation Builder

You use Conversation Builder to create survey bots, which allows you to use the same, familiar tool that use to create custom bots. This makes the process quicker and more efficient.

Tips on writing effective survey questions

When defining survey questions, keep these basic guidelines in mind:

  • Less is more! The fewer survey questions you include, the more likely consumers are to complete your survey.
  • Keep the questions simple, clear and specific.
  • Avoid using jargon and double negatives.
  • Make sure a question asks about only one thing.
  • Don’t ask the same question more than once.
  • Make most questions optional using the survey interaction's “skip” feature.
  • Avoid leading questions that suggest an answer or convey an opinion, e.g., “How great was your experience today?”
  • Make sure the answer choices are balanced and objective, i.e., don’t include just answer choices that reflect a positive opinion, also include those that don’t.
  • Minimize the use of open-ended questions that require free text responses, as these require more effort from the consumer.

Migrating from Bot Studio to Conversation Builder

If you're already using survey bots created in Bot Studio, but you want to migrate to using Conversation Builder, see here for information on how to make the switch.