AI follow-up question · Bounded
A short answer gets one more question. Never a long chat.
When a respondent writes a short or vague answer to an open-text question, the survey can ask one more question about that answer. Einstein writes the question, and AutoSurvey checks it before the respondent sees it. The respondent can skip it.
Off by default. An admin turns it on, then the author turns it on for each open-text question.
An answer like "bus was late" tells you little. A good follow-up asks which stop and how long the wait was. AutoSurvey asks that question during the survey, while the respondent remembers.
A fixed word rule decides when to ask, not AI. An answer of 5 words or fewer is short. An answer of 25 words or more gets no follow-up. A "nothing to add" answer stops the follow-ups. The respondent's reply is saved as an answer row in your Salesforce org, with the question that the respondent saw.
Bounded by fixed limits.
At most 3 follow-ups per response, and 1 or 2 per question. At most 6 AI calls per response. Each survey has a monthly budget of AI follow-ups.
Checked before it shows.
The AI question must be one question of 200 characters or fewer. It must not start with "Why". It must not ask for a name, email, phone number, address or link.
A list question when AI cannot help.
You write a follow-up question for each kind of answer. AutoSurvey shows it when AI is too slow, fails, breaks a rule, or the budget is used.
The screens
These are design mockups. They use sample data for a fictional transit company. Some labels on the mockups differ from the labels in the product.
What it does, and what it does not do
What the follow-up does
- Asks one more question after a short, vague, negative or positive answer to a Text or Long Text question.
- Can also ask after a low NPS score (0 to 6) on a question that you pick.
- Sends to AI only the question text, this one answer (up to 2,000 characters) and the topics never to ask about.
- Lets you set topics that the follow-up must never ask about.
- Tells every respondent on the first screen. The admin cannot remove this notice.
- Saves the reply as an answer in your org, with the question text that the respondent saw, and marks it as answered or skipped.
- Shows a results tile: Asked, Answered, Skipped, "Left the survey on a follow-up", written by AI or from your list, and AI follow-ups this month.
What it does not do
- It does not send answers to any AI provider other than Einstein. AutoSurvey refuses any other model for this feature.
- It does not start a conversation. The limits are fixed per question and per response.
- It does not ask when the survey has an encrypted question, is marked sensitive, or the respondent opted out.
- It does not ask after Email, Phone, URL or File Upload questions.
- It does not read the meaning of an answer in every language. The negative, positive and vague word lists are English only. Other languages get the short answer rule only.
- It does not put answer text in logs or usage records.
Who can use it
An admin turns on "Let AI read answers" with an Einstein model, then turns on "AI follow-up questions" in Setup Home. The author turns on "Ask follow-ups" for each open-text question. If "Let AI read answers" goes Off, follow-ups stop. They come back when it goes On again.
Open-text question
A question where the respondent types an answer. In AutoSurvey, Text or Long Text.
Einstein
The AI in Salesforce. Your org must have an Einstein model for this feature.
Monthly budget
The maximum number of AI follow-ups for one survey in one month. The default is 500. After that, the survey uses your list question.
Are your open-text answers too short to use?
Bring one survey with open-text questions. We will walk through AI follow-up questions with you on that survey and answer your questions.
All data on these mockups is sample data for a fictional transit company.