| name | sales-zoho-survey |
| description | Zoho Survey platform help — survey/quiz/poll builder in the Zoho suite: 30+ question types, skip and branching logic, multilingual, offline field surveys, collectors, sentiment analysis and cross-tab reports, a paid market-research panel (Buy Responses), webhooks, Deluge trigger functions, and Zoho CRM/Desk/Analytics connectors. Use when Zoho Survey responses aren't being collected, hunting for Zoho Survey API docs that don't exist, webhook data arrives late or never, buying panel responses and needing a cost estimate, skip logic or white label is greyed out by your plan, exporting Zoho Survey responses to a warehouse or CRM, or comparing Zoho Survey vs SurveyMonkey vs Typeform. Do NOT use for cross-tool NPS/CSAT/VoC strategy (use /sales-customer-feedback), picking a validation method for a startup idea (use /sales-idea-validation), or enterprise XM (use /sales-qualtrics). |
| argument-hint | [describe what you need help with in Zoho Survey] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","surveys","feedback","market-research","platform"] |
| github | https://github.com/zoho |
Zoho Survey Platform Help
Help the user with Zoho Survey — survey design, distribution, the paid research panel, response analytics, and the (deliberately narrow) automation surface.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask the user:
-
What do you need help with?
- A) Building a survey (question types, logic, themes, multilingual)
- B) Distributing it (collectors, email, SMS, QR, offline app, embed)
- C) Buying responses from the research panel
- D) Analyzing responses (reports, cross-tabs, sentiment, exports)
- E) Automation / integrations (webhooks, trigger functions, CRM, Analytics, Zapier)
- F) Account / billing (plan comparison, response limits)
- G) Something else — describe it
-
What's your situation?
- A) Setting up Zoho Survey for the first time
- B) Something isn't working / data looks wrong
- C) Optimizing an existing survey
- D) Getting data out into another system
- E) Evaluating Zoho Survey vs alternatives
-
What plan are you on? (Free, Basic, Plus, Pro, Enterprise, not sure)
If the user's request already provides enough context, skip to the relevant step. Lead with your best-effort answer, then ask 1-2 clarifying questions at the end.
Step 2 — Route or answer directly
If the request maps to a specialized skill, route:
- Cross-tool NPS/CSAT/VoC strategy →
/sales-customer-feedback {your question}
- Choosing how to validate a startup idea →
/sales-idea-validation {your question}
- SurveyMonkey platform questions →
/sales-surveymonkey {your question}
- Enterprise XM →
/sales-qualtrics {your question}
- Survey invitation email deliverability →
/sales-deliverability {your question}
Otherwise, answer directly using the reference below.
Step 3 — Zoho Survey platform reference
Read references/platform-guide.md for the full platform reference — modules, pricing and plan gates, question types, logic, collectors, the research panel, analytics, and integrations.
Answer using only the relevant section. Don't dump the full reference.
For API, webhook, or trigger-function questions, also read — it documents the one officially published endpoint and the practical data-out alternatives.
