> For the complete documentation index, see [llms.txt](https://docs.antbuddy.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antbuddy.us/antbuddy-inc-documents/antcrm-customer-management/customer-experience-management/1.-customer-survey-setting/1.1-conversations.md).

# 1.1 Conversations

Conversations: Used to send surveys to customers via messaging channels such as Facebook, Instagram, Zalo.

Go to the Survey Template to select the desired survey type to initiate.

Step 1: Go to Survey -> Survey Template

Step 2: Select tab Conversations

Step 3: Click on create new template  ![](https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2F4folmVQtlBDea5ergrYJ%2Fimage.png?alt=media\&token=cdbaf78c-df90-49cb-91a7-d65f7e62b9ee)&#x20;

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2F2196cYyr9dg9izlSSuQP%2Fimage.png?alt=media&amp;token=26dceed8-5abe-4c0c-9960-9ca4f08685a0" alt=""><figcaption></figcaption></figure>

Step 4: Filling the information

* Survey template name (required)
* Description
* Survey types: CSAT/NPS
* Applicable channels: FACEBOOK/ZALO/INSTAGRAM

Step 5: Click on customer template

Step 6: Click continue

Step 7: Select to activate the Maximum Number of Messages / Conversation Session

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FGeD9YQgN9ygBN9VwjCD2%2Fimage.png?alt=media&amp;token=83a61e38-1e92-4f4b-a7ed-ede088074a3d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FsYVSgeeopqJpNN681P9f%2Fimage.png?alt=media&amp;token=3f9b0902-2cdd-4be8-835b-fd7ac765d2af" alt=""><figcaption></figcaption></figure>

**Step 8:** Select to activate Automatic Rating sending, where you can choose the 1st/2nd/3rd-level categories of the conversation to send automatically.

**Note:** When you want to hide/delete a conversation category in the Omni settings, to avoid affecting the feature, users must remove the category they want to hide/delete from this setting first.

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FL6jz5HYxwScsq8qlPQX0%2Fimage.png?alt=media&amp;token=4df96519-80c4-4e49-a0f9-1f1f49a96e7c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FRks9pfTmJ7WKmWFOYJ9z%2Fimage.png?alt=media&amp;token=d6c88558-5c63-45cb-87fd-fdcc9abd0782" alt=""><figcaption></figcaption></figure>

Step 9: In the Template, there are 2 options to send the survey template.

\+ Option 1: Send the rating survey through channels. Here, you just need to enter the information and then click "save" button.

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FfphnsvZ9HN2vFFfyo3sN%2Fimage.png?alt=media&amp;token=7e65fbb7-7127-4ded-bd9d-7189437deefd" alt=""><figcaption></figcaption></figure>

\+ Option 2: Select send via Landing page

* Template: Choose Template 2 to send the LDP, where you need to fill in the following information:
* Enter rating criteria
* Enter button name
* Enter rating link: https\://\<domain>.beeiq.co/rating.html

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FM0EuGWV9LenUy3gGccRP%2Fimage.png?alt=media&amp;token=7c06ec00-79c8-4db2-9da2-cb9017283a6b" alt=""><figcaption></figcaption></figure>

Step 10: Click on "save" button

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FIPBZVjJhMY0xxdluU9PX%2Fimage.png?alt=media&amp;token=c446ea7d-c249-435f-a585-3bd1845ae758" alt=""><figcaption></figcaption></figure>

Step 11: Click on the Survey Template ![](https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FWUnFm84AezUR3CsX4Cgz%2Fimage.png?alt=media\&token=96a1d376-0037-42b2-9786-8294cda60cf7)to return to the template list, and select the Active template.

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2F7AAQqmxn7m290XzNXD1A%2Fimage.png?alt=media&amp;token=f6416b24-4103-4016-8020-4b6571833c47" alt=""><figcaption></figcaption></figure>
