Quickstart

Get up and running with BoundaryAI in just a few simple steps. This guide will walk you through logging in, creating your first survey, and analyzing responses.

Want more details into each of the steps? Head to the Basics section to learn more.

Step 1: Log In

1. Visit BoundaryAI and enter your credentials.

2. Open your Authenticator App and enter the OTP code.

3. Click Log In to access your dashboard.

Step 2: Create your first survey

• Click New Survey to start a fresh survey.

• If you want to create multiple surveys and track their evolution over time, create a Survey Series. This is a group within which you will be able to create multiple surveys. Once the survey series is created, open it and click "Administer New Surveys"

Step 3: Add Survey Details

Enter a Title and Description to provide context.

1. Click Add Question and select a question type:

   • Multiple Choice

   • Checkbox

   • Short/Long Answer

   • Linear Scale (1-10, NPS)

2. Drag and reorder questions as needed.

3. Set the survey closing option.

4. Review the number of questions, creator details, and survey series (if applicable).

   

   Survey Creation

Step 6: Finalize & Share

1. Click Complete to finalize the survey.

2. Access your survey from the "Surveys" page or from the defined "Survey Series".

3. Share the survey link with participants.

Finalize the survey

Share the link with participants and see the results coming in

Step 7: Monitor Responses & Analyze Data

1. Download responses in real-time from the survey page.

2. Once all responses are in, close the survey to launch the analysis.

3. Explore the insights, click "in-depth" to view deeper analysis and export survey data as a PDF report if needed.