Field Mapping for Survey
Overview
Speak AI helps you collect information more effectively by allowing you to connect the questions you ask in your recorder directly to specific fields.
This ensures that the data you gather is organized and easy to use, making it simpler to manage and analyze your customer interactions.
How It Works
You can map custom questions from your recorder to various fields, such as Name, Email, or custom fields you've created. This process ensures that answers to specific questions are automatically saved into the corresponding fields.
Getting Started
To map fields, navigate to Recorder and select your recorder. Then, go to the Questions tab.
Configuration
Follow these steps to map your fields:
Add a new question or edit an existing one.
Locate the Sync to Field option.
Select the destination field from the dropdown menu (e.g., Name, Email, Custom Field).
Save your changes.
Retroactive Syncing
If you have existing data that wasn't mapped when it was collected, you can sync it retroactively:
Open the specific Question settings.
Click Sync answers to field.
Confirm the action to update all previous answers to the selected field.
This ensures that both future and past data are correctly organized in your Speak AI dashboard.
Next Steps
Ready to organize your data more effectively? Here's what to do next:
Login to your account and navigate to your Recorder settings.
Map your custom questions to relevant fields.
Sync past answers if needed to ensure all your data is organized.
Need help? Contact our support team or check out our other guides.