> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/reference/settings/survey-builder.md).

# Survey Builder Settings

Every control in the Create Survey workflow: the editor, AI drafting, screening rules, preview, the share link, and the response views.

This page lists every control in the **Create Survey** workflow and says what each one does: the survey list, the editor and its AI helpers, the preview and create step, and the detail page where responses arrive. It is for anyone who has followed [Create a Survey](/ailyze-docs/collect-research-data/create-a-survey.md) and wants the full picture. The builder is free on every plan; only the analysis you run afterwards can cost money.

Last verified against the staging app on 14 October 2026.

## Screen 1: The survey list

From your account page, click **Create Survey** to open the builder, or **View previous** under it to reach the **Survey Builder** list.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-3d295ced0ac9ed05355251ea9ea7d0bd03f7fe03%2Fsettings-survey-builder-02-list.png?alt=media" alt="Survey Builder list with Create New Survey, Refresh, and rows with date, responses, last response and a delete icon"><figcaption><p>Click a survey's name to open its detail page.</p></figcaption></figure>

| # | Control                             | What it does                                                                                            |
| - | ----------------------------------- | ------------------------------------------------------------------------------------------------------- |
| 1 | **Create New Survey**               | Opens the builder.                                                                                      |
| 2 | **Refresh**                         | Reloads the list and the response counts.                                                               |
| 3 | **Responses** and **Last Response** | How many responses have arrived and when the latest came in.                                            |
|   | Project row                         | Click the name to open the survey's detail page. A **NEW** chip marks surveys created in the last hour. |
|   | **Delete Survey** (bin icon)        | Deletes the survey and its responses after a confirmation. This cannot be undone.                       |

A survey cannot be renamed, duplicated, or edited after it is created, so check the preview carefully before you confirm.

## Screen 2: Build the survey

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-2236aca83ced8c72685bdd6d9b90982fe01adfe7%2Fsettings-survey-builder-01-create.png?alt=media" alt="Create Survey page with Name of Project, the two editor tabs, an empty form, Add Question and the AI Chat panel"><figcaption><p>The editor and the AI Chat write to the same question list, so you can mix both.</p></figcaption></figure>

| # | Control                                          | What it does                                                                                                               | Notes                                                                                                                                                                                      |
| - | ------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| 1 | **Name of Project**                              | The survey's title, shown to respondents.                                                                                  | Required.                                                                                                                                                                                  |
| 2 | **Survey Editor & AI Chat**                      | The drag-and-drop editor beside an **AI Chat** panel.                                                                      | Each question has its own settings panel for choices, required flags, and an "other" option.                                                                                               |
| 3 | **Paste Survey & Let AI Format**                 | Paste a draft list of questions, or describe a topic, then click **Use AI to Format into Survey**.                         | Replaces the current survey. If the AI is unavailable, the text is parsed as best it can and you are asked to review the types.                                                            |
| 4 | **Designer**, **Preview**, **Logic**             | Build, try as a respondent, and add skip logic.                                                                            |                                                                                                                                                                                            |
| 5 | **Add Question**                                 | Adds a question. Or drag a question type from the toolbox on the left.                                                     |                                                                                                                                                                                            |
| 6 | **AI Chat** panel                                | Describe the survey ("a post-event survey with one rating and two open questions") and the chat builds it; refine by hand. | Long chat messages collapse behind **Show more**.                                                                                                                                          |
|   | **Add a screen / eligibility filter (optional)** | Rules a respondent must satisfy to continue, with a message for those who do not.                                          | Identical to the avatar builder's panel; see [Screening respondents](/ailyze-docs/reference/settings/ai-avatar-interviewer.md#screening-respondents). Click **Save validation** when done. |
|   | **Create Survey**                                | Opens the **Preview Survey** dialog.                                                                                       | Enabled once the survey has at least one question.                                                                                                                                         |

In the preview, **Back to Edit** returns to the editor and **Confirm and Create** publishes the survey. The link is live immediately; there is no draft state.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2F63F2CxoN8v6IuTDCkwe4%2Fimage.png?alt=media&amp;token=af3220da-51d0-4c90-8742-e3f835689583" alt="Preview Survey dialog showing the survey as respondents will see it"><figcaption><p>This is the last point at which you can change anything.</p></figcaption></figure>

## Screen 3: The survey detail page

Open a survey from the list to reach its detail page.

| Section                         | What it offers                                                                                                                                                                                                                                                      |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Share**                       | The public link ending in `/form/` and your survey's slug, with a copy icon and an open-in-new-tab icon. Send it to respondents, or open it yourself to preview.                                                                                                    |
| **Response Data**               | A **Total Responses** count, the **Use AI to Analyze Survey Data** card, and a table of every response with **Show Column Filters**, a search box, column hiding, selection with **Delete Selected Rows**, and **Export All to CSV** or **Export Selected to CSV**. |
| **Response Data Visualization** | Charts for each question.                                                                                                                                                                                                                                           |
| **Response Preview**            | One response at a time, with **Previous** and **Next**.                                                                                                                                                                                                             |

**Use AI to Analyze Survey Data** bundles the responses into a spreadsheet and opens spreadsheet analysis with it, so you do not need to export and upload by hand. From there the normal limits and charges of [Analyze xlsx/csv files](/ailyze-docs/reference/settings/spreadsheet-analysis.md) apply.

## Next steps

* [Create a Survey](/ailyze-docs/collect-research-data/create-a-survey.md) — the walkthrough these controls belong to.
* [Analyze Open-Ended Survey Responses](/ailyze-docs/common-research-workflows/analyze-open-ended-survey-responses.md) — what to do with the responses.
* [AI Avatar Interviewer Settings](/ailyze-docs/reference/settings/ai-avatar-interviewer.md) — the same editor with an interview attached.
