Questionnaire

Learn how to use our product with this module.

Presents the user with a series of questions then sends that information to your AI agent to analyze and make suggestions against. Works well with modules that accept data forwarding.


Module Overview

Key

QUESTIONNAIRE

Type

ACTION

Runtime

CLIENT_BEFORE_PROMPT

Data

Accepts: No
Forwards: Yes

Settings

Setting Key Type Default Value Description
msg string Please answer a couple questions so that I can better help you. The chat message the user will see when the questionnaire loads.
msgComplete string Thanks, give me a minute to analyze your responses. The chat message the user sees after the questionnaire is complete and the AI Agent is analyzing the responses.
sendToAiAgent boolean true Whether you want to send a prompt to the AI agent to act on the responses after completion. If false, the data will be stored for use with other modules.
purpose string Analyze the user responses and provide feedback according to the module's instructions. The instructions given to the AI model behind the scenes instructing it what to do with the questionnaire responses.
questions IQuestion[] - The questions the user will be asked during this questionnaire.

IQuestion

Question With Fixed Options

{
    "key": "risk_tolerance",
    "text": "What is your risk tolerance for trading?",
    "options": [
        "High: I don't mind losing money if it means a big win.",
        "Normal",
        "Low: I want to keep my money safe while making slow gains."
    ]
}

Question With Text Input

{
    "key": "willing_to_wager",
    "text": "How much are you willing to wager?",
    "options": null
}

Key Type Required? Description
key string An alpha-dash string representing the question's unique identifier.
text string The question's text.
options string[] The options a user can select from for this question. If not present, a text input will be provided to the user.