BadgerFy.ai Docs

Survey Agent

The Survey Agent enables quick, contextual user feedback collection on your website. It's designed to capture sentiment at key moments — like form submissions, order confirmations, cart actions, account creation, or popup interactions — without disrupting the user experience.

Overview

Unlike traditional surveys that interrupt users with lengthy questionnaires, the Survey Agent displays lightweight, one-click feedback widgets that appear contextually when users complete meaningful actions. The agent can automatically detect survey-worthy moments using AI, or you can configure specific text patterns to trigger surveys manually.

📋 No Data Source Required: Unlike other BadgerFy.ai agents, the Survey Agent does not require a data source upload. It works by detecting content on your live pages and collecting user feedback — no product catalogs or knowledge bases needed.

Survey Types

Choose between two survey styles based on the type of feedback you want to collect:

  • Rating Scale (1-5 Stars): A classic star rating widget that captures granular satisfaction scores. Ideal for measuring overall experience quality, feature satisfaction, or content helpfulness.
  • Sentiment Emoji (Thumbs Up/Down): A simple three-option widget with positive, neutral, and negative reactions. Best for quick binary feedback or measuring general sentiment on specific features.

How Detection Works

The Survey Agent monitors your page content and uses intelligent detection to determine when to display a survey. There are two complementary detection methods:

AI-Powered Detection

When enabled, AI analyzes visible page content to identify survey-worthy moments automatically. The system looks for signals like:

  • Form submission confirmations
  • Order completion messages
  • Account creation success screens
  • Popup or modal thank-you messages
  • Cart action confirmations (add to cart, checkout)
  • Feature completion indicators
💡 Contextual Positioning: When AI detects a survey-worthy moment, the widget positions itself near the detected content element for maximum relevance. This "near feature" positioning helps users understand exactly what they're rating.

Manual Trigger Strings

In addition to AI detection, you can specify exact text patterns that should trigger a survey. This is useful for catching specific events that you know should always prompt feedback:

  • "Order Confirmed"
  • "Thank you for subscribing"
  • "Your account has been created"
  • "Successfully added to cart"

Manual triggers work alongside AI detection — you can use both together to ensure comprehensive coverage.

Content Customization

The Survey Agent offers flexible options to control survey behavior and appearance:

Title Configuration

  • Show Title: Toggle whether a title appears above the survey widget.
  • Survey Title: Customize the prompt text (e.g., "Rate this feature!" or "How was your experience?"). Maximum 25 characters.

Emoji Customization (Sentiment Type)

When using the sentiment emoji survey type, you can customize the three reaction emojis:

  • Positive Emoji: Default 👍
  • Neutral Emoji: Default 😐
  • Negative Emoji: Default 👎

Display Position

Control where the survey appears on desktop screens (mobile always defaults to top center for optimal visibility):

  • Near Feature: Positions the survey close to the element that triggered it. This contextual placement helps users understand what they're rating.
  • Left Center: Fixed to the left side of the page.
  • Right Center: Fixed to the right side of the page.
  • Top Center: Fixed to the top center of the page.

Rate Limiting

To prevent survey fatigue, you can limit how many surveys a user sees per session:

  • Max Ratings Per Session: Set the maximum number of surveys displayed per session (1-20). Default is 5.

Exclusions

Prevent surveys from appearing in certain contexts:

  • Excluded Text Strings: If any of these text patterns appear on the page, surveys won't trigger — even if a detection match is found. Useful for suppressing surveys on error states or loading screens.
  • Excluded Page Paths: Page paths where surveys should never appear. Supports wildcards (e.g., /admin/* excludes all admin pages).

Survey Cooldowns

The Survey Agent includes smart cooldown logic to respect user experience:

  • Completed Surveys (30 days): Once a user submits feedback for a specific feature or content, they won't see that same survey again for 30 days. This prevents redundant feedback requests.
  • Viewed/Dismissed Surveys (3 hours): If a survey is displayed or dismissed without a response, it won't appear again for 3 hours. This gives users breathing room while still allowing for eventual feedback collection.

Styling

The Survey Agent's appearance can be fully customized using the WYSIWYG styling tool in your dashboard.

Container

  • Background Color: Set the widget background.
  • Border Color: Customize the border appearance.
  • Border Radius: Control corner rounding (0-24px).
  • Drop Shadow: Toggle the shadow effect on/off.
  • Close Button Color: Style the dismiss button.

Typography

  • Font Family: Match your site's typography with Sans Serif, Serif, or a custom font family.
  • Title Color: Customize the survey title color.
  • Title Font Size: Adjust title size (10-24px).

Star Rating Styling

  • Active Star Color: Color for selected/hovered stars (default gold).
  • Inactive Star Color: Color for unselected stars.
  • Star Size: Control star dimensions (16-48px).

Sentiment Emoji Styling

  • Border Color: Default border around emoji buttons.
  • Selected Border Color: Highlight color when emoji is selected.
  • Emoji Size: Control emoji dimensions (24-64px).

Analytics

BadgerFy.ai provides detailed analytics to help you understand user sentiment across your site:

Core Metrics

  • Surveys Displayed: Total number of survey impressions.
  • Surveys Completed: Number of surveys that received responses.
  • Completion Rate: Percentage of displayed surveys that received responses.
  • Token Usage: AI tokens consumed for survey detection.

Sentiment Breakdown

For sentiment emoji surveys, view the distribution of positive, neutral, and negative responses:

  • Response counts and percentages by sentiment type
  • Breakdown by feature/content that triggered the survey

Rating Breakdown

For star rating surveys, see average ratings and response volumes:

  • Average rating per feature/content
  • Total response counts

Device Breakdown

All survey analytics include device-specific breakdowns so you can compare user sentiment across:

  • Desktop
  • Mobile
  • Tablet

This helps identify platform-specific experience issues — for example, if mobile users consistently rate a feature lower than desktop users.

Page Path Analytics

View survey completions grouped by page path to understand which areas of your site are generating the most feedback.

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