{"article":{"id":33194505860882,"url":"https://winningtemp.zendesk.com/api/v2/help_center/en-gb/articles/33194505860882.json","html_url":"https://help.winningtemp.com/hc/en-gb/articles/33194505860882-Setup-an-AI-conversation-survey","author_id":387167576619,"comments_disabled":false,"draft":false,"promoted":false,"position":3,"vote_sum":1,"vote_count":1,"upvote_count":1,"downvote_count":0,"section_id":33192858402194,"created_at":"2026-02-09T14:19:27Z","updated_at":"2026-10-08T10:44:43Z","name":"Setup an AI conversation survey","title":"Setup an AI conversation survey","source_locale":"en-gb","locale":"en-gb","outdated":false,"outdated_locales":[],"edited_at":"2026-10-08T10:43:46Z","user_segment_id":null,"permission_group_id":32573410308498,"content_tag_ids":[],"label_names":[],"body":"
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  1. Go to Employee surveys and select Surveys.\n
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  2. Click Create survey.\n
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  3. Select Get started under AI Conversation.
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  4. Enter the general information for your AI Conversation, including the name, date, and duration.
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  5. Click Next.\n
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  6. Select a question category and click Next (Note: During the beta period, only some categories are available).
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  7. Select the recipients. The system checks that the team meets the anonymity threshold. If the team is too small, the AI Conversation will not be available.
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  8. Provide the AI with more context about the team's main goal or mission.
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  9. Click Review.\n
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  10. Take a moment to review the summary and confirm everything looks right. You can preview, test the AI Conversation experience and send test email to make sure the setup works as expected before launch.
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  11. When you are ready, you can click Launch survey. Your team members will receive an email and an in-app notification inviting them to participate.
     
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💡 Tip\n

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Want to test the experience before it reaches your employees? In step 4 of the setup, you can send a test email to HR and the relevant managers before or while sending out the AI Conversation.

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Do the team need more time?

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You can extend the closing date of an AI Conversation survey after it has been sent and is active, giving your respondents more time to complete it. To do this, go to Employee Surveys, open the Mailing tab, select Sent, click the three-dot menu next to the survey, and choose Edit closing date.

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Next steps

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