01 · Organize

    Build the organization before you measure it.

    01

    Structure

    Create and edit the organization tree.

    02

    People

    Import users and maintain reporting lines.

    03

    Scope

    Apply roles, managers and unit boundaries.

    04

    Measure

    Run hierarchical surveys with a locked core.

    Organization context stays attached from administration through to results.

    Structure turns one long response list into group-level insight.

    A manager sees the branch they are responsible for, while the organization keeps the overall view.

    The tree is built once and reused by every survey after it.

    Illustrative figures, not real data.

    Set up the organization

    Set up the organization and the people in it.

    Import users from a CSV and the unit paths in the file build the tree as it goes — a row with /Engineering/Backend creates both units if neither exists.

    Editable reporting lines: a main manager from the person's team, plus extra project managers.

    People and units can change without rebuilding the survey.

    Illustrative figures, not real data.

    People and scope

    Link people to the same branches they work in.

    Organization units on one side, people and managers on the other — Sciences with its science managers, Chemistry with its staff, Chemistry 101 with its class participants.

    That correspondence controls participation, manager scope and how results roll up.

    Each person sees the organization at the right level. Access follows the active organization and the assigned unit.

    An Organization Manager works across the tree, an Org Unit Manager stays inside the subtree they manage, a User sees their own unit.

    Illustrative figures, not real data.

    Hierarchical surveys

    One shared survey, and every unit asks what it needs to ask.

    The organization has a tree of units, and each unit has a manager. Inside one shared hierarchical survey, each manager can add questions for their own unit and the units below it.

    Illustrative figures, not real data.

    Questions travel down

    A question added at Sciences is answered by Chemistry and Biology too. Every unit below the one that added it inherits the question, without anyone rebuilding a survey.

    Never sideways

    A question added at Chemistry stays in Chemistry — Biology has no access to it. Departments can ask what only they need to ask without adding noise to anyone else's survey.

    The core stays locked

    Locked entities cannot be modified or deleted. The same question means the same thing in every department, so results stay comparable across the organization.

    AI and authoring

    Author with control, manually or with AI.

    Both paths produce the same editable survey.

    01

    Choose a path

    The manual builder or an AI brief.

    02

    Create the draft

    Sections, questions, choices and scales.

    03

    Review and edit

    Keep, reword or replace individual items.

    04

    Publish when ready

    Nothing is released until you decide.

    Illustrative figures, not real data.

    Fine-grained AI control

    Guide the generation when the survey needs more precision.

    You set the target audience — who will respond. The objective — what you want to know. The plan — which sections and how many questions. Then the questions themselves: generate, edit and approve.

    Save the work, return later, revise any step.

    Illustrative figures, not real data.

    Alternatives

    Generate alternatives for a single question and keep the one that fits. Alternative answer choices work the same way.

    Focused editing

    Reword one question while every other question in the survey stays untouched.

    Question types

    Pick a type and answer it, exactly as a respondent would.

    Four groups — Selection, Rating, Textbox and Forms. Every type below is live: nothing you enter is sent anywhere.

    Choose a question type

    Pick a type to see what respondents will get.

    Selection

    Rating

    Textbox

    Forms

    Selection · Multiple Choice

    Which of these did you use this term? Select all that apply.

    Try it — nothing you enter here is sent anywhere.

    Templates, question-bank items, rating presets and instrument outlines are reusable, so a question you have already worded well can be used again instead of rewritten.

    Administration

    One administration flow from invitation to analysis.

    01

    Invitation sent

    Choose the organization, a unit or a public link.

    02

    Survey started

    People respond from a phone, tablet or desktop.

    03

    Survey completed

    Track final responses before the deadline.

    04

    Ready for analysis

    Results open when the privacy rules allow.

    Choose a managed audience or an anonymous public link.

    Assign units and invite by email, or open a public link that needs no account. Answers arrive in the same place.

    Each run has an opening time and a closing deadline, and a repeat-response guard keeps one person from answering twice.

    Illustrative figures, not real data.

    Respondent experience

    Participation works wherever the respondent is.

    Open

    An assigned survey or a public link.

    Answer

    From a phone, tablet or desktop.

    Review

    Check responses before finalizing.

    Submit

    Completion becomes ready for analysis.

    Mobile access also supports quizzes in class.

    Illustrative figures, not real data.

    Survey administration

    Track participation before the response window closes.

    Each run has an opening time and a closing deadline, and you can follow where completion is still low.

    Sent, accepted, responses and awaiting — with awaiting becoming missed once the run closes.

    Choose anonymity or identity to match the purpose. An anonymous public link hides who answered.

    An identified run is what quizzes and paired studies need, because they compare the same person across rounds.

    Illustrative figures, not real data.

    Privacy threshold

    Small groups stay private until enough people respond.

    The threshold is applied before group results, free text or comparisons are shown. Five responses, in this example.

    CollectCountSuppressReveal safely

    Too few responses

    A group below the threshold has no score to show. The row says so plainly — too few (needs 5) — rather than showing a number nobody should see.

    Hidden to protect a smaller group

    A related group may stay hidden as well, when showing it would reveal the smaller group's result by subtraction. That row reads hidden to protect a smaller group.

    Illustrative figures, not real data.

    Results and reporting

    Answers become patterns you can read.

    Counts and averages per question, scores by unit and by level.

    Hierarchical results

    Compare units while privacy rules remain in force.

    Drill into a unit and compare the questions it shares with the rest of the organization.

    Every unit keeps its place in the tree, you compare inside the scope you're allowed to see, and the threshold from the previous section stays in force while you do it.

    Illustrative figures, not real data.

    Gains instruments

    Matched responses show what changed and how confident we are.

    Before and after are two rounds of the same paired study, matched person by person.

    Perceived and demonstrated gains are reported side by side, never merged into one number. Open-text answers are grouped into themes.

    Confidence intervals, effect sizes and unit comparisons.

    AI summary, inside a paired study

    Inside a paired study, an AI summary writes up the numbers shown. It invents nothing and never claims that one thing caused another.

    AI comment analysis, per survey

    A per-survey switch decides whether AI may read open text at all. Turn it off and respondents' comments are never sent to the AI for that survey.

    Illustrative figures, not real data.

    Every score, count and percentage in the illustrations above is an example, chosen to show how the product behaves. None of it is Survey Teams data or customer data.

    Measure change without losing the organization in between.

    CreateSendProtectLearn

    See it on your own organization.

    Build the tree, lock the core, send it out.