Survicate is a customer feedback and research platform. You can collect feedback with surveys, bring in feedback from the tools your customers already use, and turn it all into research reports with AI.
In this article, you'll learn about:
the Home page,
creating your first survey,
connecting your surveys to your tools,
Research Hub,
Survicate MCP,
and more!
If you've just joined your company's account and you're not sure how to use Survicate, this guide is for you. 🚀
💼 Home page
When you log in to your Survicate account, you will land on the Home screen:
Here you'll find all the essential information, such as:
which subscription plan you're on and how many responses you can collect
which surveys or boards you recently added, or visited
useful links and quick actions,
a field to submit your suggestions for our product,
and so on!
Here, feel free to type in what you'd like to ask the Research Assistant:
And here, switch between workspaces (if your account has more than 1 workspace):
To check out the company's Surveys, connected Integrations, feedback in the Hub, or Dashboards, go to the chosen section here:
👩🎨 Create a survey
With Survicate, you can collect feedback via various channels with 4 different survey types:
Email or shareable link survey: Get shareable survey links or embed surveys directly inside emails.
Website or in-product surveys: Run targeted surveys on websites or in-product.
Mobile app surveys: Collect feedback from mobile app users inside iOS or Android apps.
In-platform surveys: Survey users directly via pop-ups launched from Intercom Messenger surveys or in a Braze in-App message campaign.
To create your first survey, choose from one of the 4 available options:
Create with AI - describe your goal in a sentence, and Survicate drafts the questions for you,
Start from template - pick a ready-made survey from our templates library,
Start from scratch - write your own questions,
Import questions you have already prepared on your device.
💡 Already using an AI assistant? With the Survicate MCP, you can draft a survey straight from Claude or ChatGPT. It will land in your account as a draft for you to review.
🛎️ Get notified about new survey responses
Would you like to know right away when your survey gets a new response? Here you'll learn about the options available in the Connect tab.
In every survey you run, you'll find a wide selection of possible actions that can be triggered when you collect a new response.
In the Connect tab of a survey, you can choose to:
receive a Slack message or an Email notification with the response details after every new survey submission, or choose custom notifications;
automatically see new responses in your Google Sheets;
or create your own connection with Webhooks.
🤝 Integrate your survey with your CRM
Enabling any of the integrations in the survey's Connect tab is non-mandatory, but we highly recommend taking advantage of this option. This will allow you to easily track new responses and update respondent profiles in your CRM (for instance, in HubSpot, Salesforce, Active Campaign, and Drip).
Integrations can help you automate processes and workflows. In the Connect tab of a survey, you can choose to:
receive a Slack, Microsoft Teams, or Email notification after every new response, or set custom notifications,
automatically see new responses in your Google Sheets,
update respondent profiles in your CRM, for instance, in HubSpot, Salesforce, ActiveCampaign, or Drip,
create your own connection with Webhooks.
The tools compatible with your survey will depend on the survey type. However, the most popular tools tend to work with most surveys.
In the Integrations tab, you can find all available tools to connect to:
👩🏼💻 Create various paths for respondents with Logic
1. You can create a survey from scratch and add your own questions, create a survey with AI, or use our templates.
2. In the survey's questions, you can go to the Logic tab and set up the follow-up questions that each respondent should see based on their answer.
Survey logic allows you to design an individual survey experience by adding a customized question flow and segmenting users based on their feedback, as well as increase the response rate by personalizing and shortening your survey.
The Logic feature can be useful if you'd like to create an NPS® survey and apply survey logic to show different follow-up questions to promoters and different ones to detractors or passives, to collect additional feedback.
💡 If you'd like to learn more about survey logic, check out this guide.
🚀 Set your survey live
Are you ready to send out your survey? Depending on the survey type, you can do this by:
sharing an Email or Shareable link survey with a link, a QR code, or HTML code.
enabling a Website survey after adding the Survicate tracking code to your website,
launching a Mobile survey after installing the Mobile SDK in your application,
launching your Braze survey via an In-App Message,
adding an Intercom Messenger survey to your Intercom Chat or Post.
🌎 Run multilingual surveys to increase your response rate
If your website or mobile application caters to an international user base, create a multilingual survey that displays in the user's language.
With multilingual surveys, you can translate your survey manually or automatically with Google Translate and customize the experience for your respondents, increasing the response rate in the process.
1. Go to the Create tab of your survey and click on Translations:
2. A pop-up window will appear where you can select the languages you want your survey to be translated into. You can select more than one, and if you're not sure which ones you need, you can select just one and add more later.
Then, pick Google translation or Manual translation.
3. The feature is available for Website or in-product and Mobile surveys, but you can also create multilingual surveys to send as a link or via email.
Learn more about the Translations feature in this article.
🔬Bring all your feedback into the Hub
Research Hub gathers feedback from all your tools in one place, categorizes it automatically by sentiment and topic, and turns it into research reports you can share.
Go to Hub (on the left-hand side of your Survicate account) and add the places your customers talk to you:
Surveys from your Survicate account,
Calls and meetings - Gong, tl;dv, or upload a recording to transcribe,
Support and chat - Intercom, Zendesk, LiveChat, your email inbox,
CRM - HubSpot,
Reviews - G2, Google Reviews,
Files - upload a CSV file with feedback from anywhere else.
💡 Some of the integrations are only available on selected subscription plans.
After connecting sources, run your Research Project.
A Research Project is a focused analysis built around one question, such as "Why did churn go up last quarter?"
1. In Hub, click on + New Research Project.
2. Choose One-Time Analysis (validate a feature idea, investigate a metric, build a stakeholder report) or Continuous Monitoring (track competitor mentions, sentiment after a pricing change, or account health over time).
3. Choose the data scope - All Feedback or Selected Feedback - a time frame, and optional filters, for example, feedback that mentions support and has Negative sentiment.
4. Describe your goal, or click Inspire Me to use a ready-made prompt.
5. Click Run Research. You'll see the report in the Hub and get it by email.
Each project gives you:
a Report you can edit manually or with AI, enhance with tables and charts, and share with teammates once approved - every claim links to the feedback behind it,
Insights - AI-discovered topics with key findings, the number of mentions, and a 30-day trend, which you can track, pin, edit, or mark as resolved,
the Research Agent - click Ask Agent in the bottom right corner to ask about the report, get follow-up questions for your customers, or ask how anything in Survicate works.
💡 Select a fragment of the report before you ask the Agent, and it will answer in the context of that fragment.
🤖 Use Survicate from your AI assistant with MCP
The Survicate MCP connects your Survicate workspace to the AI tools your team already works in, including Claude, ChatGPT, Slack, and Cursor. Explore survey results, pull customer quotes, search your Research Hub, and draft new surveys without leaving the chat.
Read more in How do I connect Survicate MCP?
📊 Track everything in one place with Dashboards
Dashboards combine results from multiple surveys or Research Hub insights in one view - no more switching between survey reports or merging data in spreadsheets.
To create a new dashboard:
1. Go to Dashboards on the left-hand side of your Survicate account and click on +.
2. Click + Add widget in the upper right corner and choose a widget type.
3. Choose your data, add a Breakdown if needed, and pick a chart type.
4. Click Save widget. Widgets can be resized and moved with drag and drop.
📞 If you have any questions, feel free to reach out to our team via chat or email: support@survicate.com.
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