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How to create a feedback survey in YakDesk

Agents, admins and owners

Asking at the right moment gets more honest answers. A survey appears in the chat widget after a chat closes, or on the pages you choose, and the scores collect on the Surveys page.

Before you start

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Transcript

Ask visitors how you're doing, right in the chat widget.

Open Surveys. Under New survey, give it a name your team will recognise, choose the type, such as CSAT from one to five, and write the question.

Under Show it, choose when it appears: after a chat closes, or on certain pages. Here, it shows on the Weekly shipments dashboard.

Select Create survey. It's listed as active, and responses and the average score appear under it as visitors answer.

Steps

  1. Name it and ask the question ▶ 0:05

    In the sidebar, select Surveys. Under New survey, enter a Name, choose a Type, and enter the Question.

    New survey form with name, type and question

  2. Choose when it appears ▶ 0:16

    For Show it, choose After a chat closes, or On pages matching a URL pattern and enter the URL pattern.

    Show it set to a URL pattern with the page path

  3. Create it ▶ 0:25

    Select Create survey. The survey appears in the list as Active. Select Pause to stop showing it.

    Surveys list with the new Export follow-up survey marked Active
ResultThe survey is listed as Active, and its responses and average score collect under it.

Next steps

Updated 2026-11-09