This guide will help you get started with ChatToSurvey.com and create your first data collection project.
First, you'll need to create an account. Click the "Get Started" button on the homepage and follow the registration process.
After signing in, you'll need to create a company profile. This will be the main organization that your projects will belong to.
Company Name: Your Company Name
Description: Brief description of your company
Now you can create your first project. A project is where you'll define your data collection goals and questions.
Project Name: Customer Feedback Survey
Description: Collect feedback from customers about our new product
Agenda: Provide context for the AI to generate relevant questions
Choose how you want to reach your respondents. You can use SMS, embedded chat, or both.
Configure your SMS provider and phone number settings.
Get the embed code to add the chat widget to your website.
Once your project is set up, you can start collecting responses. The AI will handle the conversation flow and structure the responses automatically.