Find your way around the editor

The editor has two halves. On the left is the chat with Surbee's AI. On the right is your survey, laid out as one long form you can edit directly.

Sections and pages

A survey is split into sections. Each section is one page for your respondents: they answer the questions on it, then move on to the next.

• The first section starts with your survey title and description.
• Every section after the first is labelled Section 2, Section 3 and so on, with its own title and description.
• To add a section, open the block picker and choose Section. The new section is added at the end of the survey.

Each section after the first has a menu (the three dots next to its label) with Duplicate section, Remove section, Move section up, Move section down and Add branching. Branching is covered in Logic and branching.

Adding blocks

Everything in a survey is a block: a question, a paragraph of text, a custom code embed.

1. Click any block to select it.
2. Click Insert underneath it.
3. Pick a tile. The first row holds the most common types: Choice, Text, Rating, Date, Ranking, Likert, Upload file and Net Promoter Score.
4. Click More question types for the rest, including Checkboxes, Dropdown, Yes / No, Slider, Long answer, Image choice, Repeating group, Signature, Matrix, Paragraph text and Custom code.

The new block appears directly below the one you selected. On an empty section the picker is already open, so you can add the first block right away.

Question types describes what each question collects.

Editing a question

Click into a question to edit its wording and options in place. When a question is selected, a bar at the bottom of it shows the settings that apply to it:

• Required, so respondents must answer before moving on.
• Long answer, to switch between a one-line and a multi-line text box.
• Multiple answers, to switch a single-pick question to one where people can tick several options.
• Yes / No or True / False wording on a Yes / No question.
• The More options menu, where Subtitle adds a line of helper text under the question.

Reordering, duplicating and deleting

Hover over a block to see its actions on the right: Duplicate, Delete, Move up and Move down. You can also drag a block by its handle to a new position in the same section.

Made a mistake? Press Cmd+Z (Ctrl+Z on Windows) to undo and Cmd+Shift+Z to redo.

Form and Flow views

The view menu in the top bar switches between Form, the editor described here, and Flow, a map of your sections as connected cards. In Flow, double-click a card to open that section. Press Cmd+1 for Form and Cmd+2 for Flow. Press ? at any time to see the keyboard shortcuts.

The AI chat panel

The chat on the left can build and change your survey for you. Type a request such as "Add a consent page at the start" and send it. Use Hide chat to give the survey more room, and Show AI chat to bring it back.

Ask first or Auto

The control in the chat box sets how much Surbee does without checking with you:

• Ask first pauses before any change to your survey. Surbee shows what it plans to do and waits. Click Continue to let it go ahead, or Cancel to stop it. Reading your survey never needs approval.
• Auto runs every action without asking.

New accounts start on Ask first. Surbee remembers your choice on this browser. With a prompt waiting, Cmd+Enter continues and Cmd+Shift+Delete cancels.