Questionnaires

Questionnaires define the set of questions asked to contacts during voice AI calls. When a questionnaire is attached to a playbook, the AI agent uses it to guide the conversation and collect structured data.

Attaching a Questionnaire

Navigate to the playbook's Overview tab and find the Questionnaire section. Select a questionnaire from the dropdown.

The selected questionnaire's questions become available to the voice AI agent during calls. Each question has:

• Key — The internal field name (e.g., filing_for) that maps to the field library
• Question — The text the AI asks (e.g., "Are you filing on behalf of yourself or someone else?")
• Instructions — Optional guidance for the AI on how to ask or interpret the answer
• Options — Optional predefined answer choices (e.g., "Self", "Someone else")

How It Works

1. A contact is submitted and reaches the voice AI first submission action
2. The AI agent calls the contact
3. During the conversation, the agent asks each question from the questionnaire
4. Answers are stored on the contact under questionnaire.<key> (e.g., questionnaire.filing_for)
5. These answers are then used during qualification and payload building

Managing Questionnaires

Questionnaires are managed separately from playbooks. Navigate to Questionnaires in the sidebar to create, edit, or delete questionnaires. A single questionnaire can be used across multiple playbooks.

See the Questionnaires guide for details on creating and managing questionnaires.