You can manage all questionnaires via Settings > Types of conversations. This section gives you an overview of all questionnaires currently available on the platform.
There are two main actions you can take:
1. Edit an existing questionnaire
2. Create a new questionnaire
1. Editing an existing questionnaire
Click on an existing questionnaire to open it.
You can:
- Modify questions
- Add new questions
- Rearrange questions within a group
! Don’t forget to click Save in the bottom-right corner after making changes !
2. Creating a new questionnaire
Click the “New questionnaire” button at the top of the page.
You’ll start with an empty template.
First, fill in the general info:
- Name: This is the title of the questionnaire as it will appear in the system. Choose a clear and recognizable name.
- Description: Describe when or why this questionnaire should be used. This helps the AI automatically activate the right questionnaire based on the reason for consultation.
- Pathology: The condition or reason the questionnaire is relevant for. Helps group and apply questionnaires correctly.
Step 1: Create a group
A group is a section used to organize related questions.
Example: General information
Step 2: Add a question
Click “New question” and fill in at least the following two fields:
• Key: A short keyword used to link the answer in the summary (e.g., Type of pain)
• Question: The actual question that will be shown to the patient (e.g., What type of pain is the patient experiencing?)
Optional fields:
• Condition: Show this question only if a condition is met (e.g., If pain score > 7)
• Options: Use this for fixed answer choices (e.g., Sharp pain; Burning pain; Constant pain)
👉 You can add as many groups and questions as needed.
⚠️ Note: The bot will always go through the entire questionnaire from start to finish.
On average, we see questionnaires containing 30–35 questions, and about 80% of patients complete them fully. Keep this in mind when designing longer forms.
Step 3: Finishing up
Once you’re happy with your questionnaire, click Save in the bottom-right corner.
The questionnaire is now available for use in the bot, under the name you gave it.