| name | sales-qualtrics |
| description | Qualtrics XM platform help — CX surveys (NPS/CSAT/CES), Employee Experience (EX) pulse surveys, Strategy & Research, Experience Agents AI, XM Directory, dashboards, REST API v3, MCP servers. Use when surveys aren't getting responses, dashboards won't show the right data, API calls return errors, you're setting up Qualtrics for the first time, confused by XM Directory contact management, need to export response data, comparing Qualtrics vs Medallia, or Qualtrics is too complex and you need guidance. Do NOT use for general NPS/CSAT strategy across tools (use /sales-customer-feedback) or product review collection like Trustpilot or G2 (use /sales-customer-reviews). |
| argument-hint | [describe what you need help with in Qualtrics] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","experience-management","cx","ex","surveys","platform"] |
| github | https://github.com/qualtrics |
Qualtrics XM Platform Help
Help the user with Qualtrics Experience Management platform questions — from survey design and dashboard configuration through API integration, employee listening, and program administration.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask the user:
-
Which Qualtrics product do you need help with?
- A) Customer Experience (CX) — NPS, CSAT, CES surveys, dashboards, closed-loop feedback
- B) Employee Experience (EX) — pulse surveys, lifecycle surveys, employee listening, 360-degree
- C) Strategy & Research — market research, conjoint analysis, MaxDiff, concept testing
- D) XM Directory — contact management, distribution lists, segments, automations
- E) Experience Agents — AI-powered response automation and routing
- F) API / integrations — REST v3, Salesforce, SAP, webhooks, MCP
- G) Dashboards & reporting — widgets, filters, data visualization, exports
- H) Admin — user management, roles, permissions, brand setup
- I) Pricing / licensing — plan comparison, seat costs, response limits
- J) Something else — describe it
-
What's your situation?
- A) Setting up Qualtrics for the first time
- B) Something isn't working / data looks wrong
- C) Optimizing an existing survey program
- D) Integrating Qualtrics with other systems
- E) Evaluating Qualtrics vs alternatives
-
What's your role? (CX leader, researcher, HR/people ops, developer, analyst, admin, or other)
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:
- NPS/CSAT/VoC strategy across tools →
/sales-customer-feedback {your question}
- Medallia platform questions →
/sales-medallia {your question}
- Product review collection (Trustpilot, G2, etc.) →
/sales-customer-reviews {your question}
- Tool integration architecture →
/sales-integration {your question}
- Qualtrics vs Medallia comparison → answer directly using platform knowledge
Otherwise, answer directly from platform knowledge using the reference below.
