SurveysBranching

Survey Branching & AI Modes

Route respondents to relevant questions using skip logic, and control how much freedom the AI interviewer has to adapt the conversation.

Skip Logic (Form Mode)

Skip logic lets you create rules that route respondents to different questions based on their answers. Rules are configured per-question in the survey editor.

Condition Operators

equals / not_equals

Exact match on answer value

contains / not_contains

Answer includes a substring

selected / not_selected

Option was chosen (multi-select)

answered / not_answered

Question was answered at all

Actions

Skip to question: jump to a specific question
Skip to section: jump to a named section
End survey: finish the survey early

AND / OR Logic

Combine multiple conditions with AND (all must match) or OR (any can match). For example: "If role is Founder AND company size is 1-10, skip to solo founder section."

Natural language rules

You can type rules in plain English like "if they haven't purchased, skip to awareness questions" and the AI will parse it into structured conditions.

AI Autonomy Modes (Chat & Voice)

In Chat or Voice mode, you control how much freedom the AI interviewer has to adapt. Choose the mode that matches your research goals.

Strict

Default

Asks each question exactly as written, in order. No follow-ups, no improvisation. Every respondent gets the identical experience.

Best for: standardized surveys, compliance-sensitive research, large sample sizes

Moderate

Questions in order, but the AI may ask one brief follow-up if an answer is particularly interesting. Skips clearly irrelevant questions when respondent context is known.

Best for: customer feedback, satisfaction surveys, general research

Adaptive

Pro

The AI uses your project's research goals, the respondent's CRM profile, and past interactions to guide the conversation. It probes deeper on important topics, reorders questions for flow, and asks natural follow-ups.

Best for: discovery research, user interviews, exploratory conversations

References respondent's job title, company, and segment

Uses project research goals to prioritize questions

Can reference past interviews with the same person

Person-Attribute BranchingComing Soon

Today, branching rules can only reference answers given during the current survey. Person-attribute branching extends this to reference CRM data imported before the survey starts.

What This Enables

Skip "What's your role?" when it's already in the CRM
Branch on seniority level without asking about it first
Show different sections to members vs non-members based on imported membership status
Route Enterprise vs Growth segment contacts to tailored question paths

Available Person Attributes

Job Title
Job Function
Seniority Level
Role Type
Segment
ICP Band
Company
Persona
Industry

How It Works

  1. 1. Survey start: respondent is matched by email to an imported person record
  2. 2. Attributes loaded: title, segment, seniority, and other fields from the person record are loaded into a branching context
  3. 3. Rules evaluated: branching conditions can reference either question responses OR person attributes
  4. 4. In-session updates: when a survey answer maps to a person field (e.g., a "role" question), the attribute updates mid-survey so later rules see the fresh value

This feature is being developed on the feat/person-attribute-branching branch and will work in both Form and Chat modes.

Next Steps