AI Survey Phone Agent

The AI survey phone agent is a pre-built Sawy template that conducts phone surveys and collects structured feedback at scale. It handles customer satisfaction surveys, Net Promoter Score calls, post-visit feedback, market research interviews, and event follow-ups — reaching respondents by phone where completion rates are 3–5x higher than email surveys.

Email surveys get a 5–15% response rate. Phone surveys conducted by AI consistently achieve 30–50% completion rates because the conversation feels personal and takes less effort than clicking through a form. This template turns feedback collection from a data gap into a reliable data stream.

What This Template Does

The AI calls your contact list, conducts a natural survey conversation, and structures the responses for analysis — all without a human interviewer.

Sample Conversation

AI: "Hi, this is Taylor calling from Greenfield Medical. You visited our clinic last week, and we'd love to get your feedback. Do you have about two minutes?"

Caller: "Sure, go ahead."

AI: "Great. On a scale of 0 to 10, how likely are you to recommend Greenfield Medical to a friend or family member?"

Caller: "I'd say an 8."

AI: "Thanks — that's great to hear. What's the main reason you gave us an 8?"

Caller: "The doctor was excellent, but I waited about 40 minutes past my appointment time."

AI: "I appreciate that feedback. On a scale of 1 to 5, how satisfied were you with the check-in process?"

Caller: "3. The paperwork was confusing."

AI: "Thank you for sharing that. Last question — is there anything specific we could improve for your next visit?"

Caller: "Shorter wait times and maybe digital check-in."

AI: "Those are great suggestions. Thank you for your time — your feedback helps us improve. Have a great day!"

NPS score captured, open-ended feedback recorded, actionable insights logged — in under two minutes.

Key Features

Integrations Included

• Google Sheets / Airtable — response data export for analysis
• Salesforce / HubSpot — survey results linked to contact records
• SurveyMonkey / Typeform — sync with existing survey platforms
• Slack — alerts for low NPS scores or flagged negative feedback
• Zapier / Make — connect to any analytics, CRM, or notification tool
• SMS — pre-survey notification texts to improve answer rates

Setup in 3 Steps

1. Select the template — Choose Templates → Survey Caller from your Sawy dashboard. This loads survey conversation flows, rating scales, and branching logic.
2. Customize your survey — Choose a preset (NPS, CSAT, post-visit) or build a custom survey. Add your questions, define branching rules, upload your contact list, and set the calling schedule.
3. Go live — Launch a test campaign to a small group. Review transcripts, check response quality, and adjust questions before scaling to your full list.

Who It's For

• Healthcare providers collecting post-visit patient satisfaction feedback
• Hospitality businesses measuring guest experience after stays
• Retail brands gathering post-purchase and return experience data
• B2B companies running customer health and satisfaction check-ins
• Market research firms conducting phone-based interview studies

How does branching logic work?

If a respondent gives a low NPS score, the AI asks a follow-up like "What could we improve?" If they give a high score, it asks "What did we do well?" You define the branch rules based on score ranges.

Can I use custom rating scales?

Yes. The template supports standard 0–10, 1–5, and yes/no scales, plus fully custom scales. You define the wording and range for each question.

How are results reported?

Responses are structured and exported in real time to Google Sheets, Airtable, your CRM, or any connected tool. The dashboard shows aggregate scores, response rates, and trending open-ended themes.