Resultados para el cliente

Handing over results

Survey results are read by more people than those who built the survey. A client, a manager or a colleague does not need access to the account. They need a finished thing: a link or a file.

Reply to the person in the language they write in.

Ask what exactly is needed first

These are four different things, and mixing them up is expensive:

If the request does not make it clear, ask one question. If the survey is named in words, find it with get_quiz_list and confirm it is the right one.

Link or file

A link always shows fresh data. It cannot be turned off and has no expiry: it stops opening only if the survey is archived or deleted. It suits a survey that is still collecting and a client who will come back more than once.

A file freezes the state at export time. It suits a report "as of a date" or a recipient who must not see what arrives later. Download links live for an hour: say so.

Check before handing anything outside

1. Are there contacts in the survey? Call get_quiz_structure. If there is a phone, email or name question, a public link to the responses shows them to anyone who has the link. Offer the summary or the report instead; if responses are really needed, ask whether they should leave the team at all.
2. Period and scope. The summary and responses links take a date range and the completion status (is_complete); the report link keeps the report filters saved in the app. Ask whether abandoned completions are wanted: for a client, usually not.
3. Saved filter. If the report already has a configured slice (get_quiz_report_filters), hand that over instead of building a new one.

The AI report

In the app it is called Smart Analytics. Read what already exists with get_ai_report first. It returns the report the author sees in the results section, with the state of each of its three sections: text analysis, comparative and quantitative. Building a report for a new survey counts against a plan limit, and rebuilding an existing one does not.

If there is no report yet, generate_ai_report builds all three sections or one section, in the language given by locale. It is not instant: warn first, then fetch the result with get_ai_report. Hand it out with share_ai_report as a public link or as a PDF. The survey must be published, because the report page lives at its address.

Do not build an AI report on a handful of answers. The tool refuses below its minimum, and a dozen answers give conclusions that sound confident and rest on nothing. Say the data is thin.

If Smart Analytics is not on the person's plan, the tool says so. State it and offer the summary, the report or the responses instead.

What to say at the end

What exactly was handed over (summary, report, responses, AI report), for which period, with which filters, and whether it is a link that stays open or a file whose download link lives an hour. If a link was handed over, remind them it is public and cannot be revoked: only archiving or deleting the survey closes it. That matters most when the responses hold contacts.

What not to do

• Do not share responses with contacts via a public link without asking directly.
• Do not export a file when a link was asked for, or the other way round. They are different things.
• Do not build an AI report silently. It takes a while and counts against the plan limit, so warn first and read the existing report before building a new one.
• Do not suggest a plan upgrade or lead to payment. If a limit is hit, state the fact and stop.