Survey Creation Agent is a Co-Pilot AI agent that helps you create and customize surveys using an AI-assisted, prompt-driven experience. It works when you prompt it and does not run automatically in the background. You can choose from industry-specific survey templates or create a survey from scratch, then use natural-language prompts to modify questions, labels, conditions, and survey flow. The agent also generates dynamic follow-up questions to help you capture more detailed feedback while keeping your survey industry-specific and brand-compliant.
Prerequisites
Before you create a survey using Survey Creation Agent, make sure you have:
The Surveys module enabled for your account.
Account-level access to create surveys.
A clear survey plan, including the survey objective and intended audience.
Create a survey
Log in to your Birdeye account and go to Surveys AI.
Click the + icon and select Standard.
On the Survey Creation Agent screen, you’ll see the chat interface on the left and a library of survey templates tailored to your account’s industry on the right.
Select the survey type you want to create from the available options.
IMPORTANT: The template library includes commonly used surveys for your industry and uses industry-specific terminology to personalize the survey experience. For example, surveys can use terms such as patient, guest, or client, depending on your industry.
Select the Audience for your survey.
Handy Tip: The available audience options help you define who should receive the survey. Select the audience that best matches your survey objective and the customers you want to collect feedback from. The available options are New customer, Existing customer, Prospect, and Others.
NOTE: Survey Creation Agent uses the selected industry, survey objective, and audience to generate a relevant survey.
Use the chat to modify your survey using natural-language prompts. You can ask the agent to:
Reorder questions.
Change question labels.
Add conditions.
Add new questions.
The agent updates the survey based on your prompts while maintaining the survey's industry-specific and brand-compliant structure.
Customize the survey manually
After generating the survey with Survey Creation Agent, you can make additional changes manually.
Switch to the Manual tab on the left side of the chat area.
Drag and drop survey questions from the left panel to the right panel to arrange the survey.
For example, click a Short Text or Long Text question to configure the question and response field. Configure the other options as needed.
Preview the survey
After you finish creating and customizing the survey:
Click Save.
Click Preview to review the survey.
Enter sample responses in the text-based questions to verify how the survey captures customer feedback.
Review the survey flow, questions, and dynamic follow-up questions to ensure everything works as expected.
NOTE: Use clear and specific prompts when modifying your survey with the Survey Creation Agent. This helps the agent make the intended changes while preserving the survey's overall structure and objective.