Call Surveys to score & tag your calls

Call Survey - Score & tag your calls directly from your keypad

Call surveys allow agents, clients, and yourself to auto-tag, classify, and assign values to calls with the press of a digit on your dial pad after the call concludes. After the caller hangs up, the agent get notified of the survey. By pressing a digit, the agent can add more information about the call. Call Surveys help you:

• Score leads directly from your dial-pad
• Assign Monetary Value to Calls
• Rate your experience

The possibilities are endless - let your creativity guide you!

Set up call survey

Step 1. Go to Tracking > Call Flows. If you want to start a new Call Flow, click the '+ Add' button. Otherwise, click on the call flow you want to add the Call Survey to.

Step 2. Click on the '+' plus sign and select 'Greeting'.

Step 3. Select your Greeting's 'Text to Speech' or 'Audio File'.

Step 4. Click on the '+' plus button again, add the 'Dial' routing option, and select your preferred Destination Number.

Step 5. Now that your Greetings and Dial number are set up, click on the '+' plus button a third time, and select 'Call Survey' from the menu.

Step 6. Configure your Survey Message. You can either play a pre-recorded message by selecting 'Audio File' or typing your preferred text by selecting 'Text to Speech'.

How to initiate the call survey:

The call survey is initiated automatically when the caller hangs up.

The agent can also initiate the call survey by pressing the asterisk (*) digit on the dial pad.

This will immediately end the call and start the call survey.

How to automate tagging with call surveys

Check out this guide on how to set tags and assign them to digits.

🎉 That's it. From now on after the end of the call your agents will hear the message you just set up - feel free to test it.

Updated on: 31/07/2025