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Help Center

Overview

Welcome to BoundaryAi, the platform designed to revolutionize how you collect and analyze feedback. Our solution allows you to gather deep, complex insights with ease. Whether you need to launch a survey, collect employee feedback, or gather student opinions, BoundaryAi has you covered. Our main features include:

 

  • Survey Creation: Easily create both individual surveys and survey series to capture immediate insights or track evolving feedback over time.

  • Advanced Analysis: Utilize our unique technology to derive actionable insights from qualitative feedback. Our platform transforms open-ended responses into quantifiable data, making it easier to identify trends and themes.

  • User-Friendly Interface: Our intuitive interface simplifies the process of creating, distributing, and analyzing surveys, ensuring a seamless experience.
     

The benefits of using BoundaryAi include:
 

  • Effortless Data Collection: Quickly set up and deploy surveys to gather valuable feedback from your target audience.

  • Comprehensive Analysis: Gain a deep understanding of the feedback through our sophisticated analysis tools, which provide clear, evidence-based insights.

  • Enhanced Decision-Making: Use the insights derived from the feedback to make informed, data-driven decisions with confidence.

The purpose of this help page is to assist you in effectively using the BoundaryAi platform. Here, you will find detailed instructions and guidance on:

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Getting Started

Learn how to create an account, log in, and navigate the dashboard.

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Creating Surveys

Step-by-step instructions for creating both individual surveys and survey series, including tips on question types and customization.

Feedback Analysis

Understand how to use our advanced analysis tools to derive insights from the collected feedback.

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Troubleshooting and Support

Find solutions to common issues and learn how to contact support for further assistance.

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Getting Started

Help - Getting Started

Creating an Account

To create an account with BoundaryAi, follow these steps:

  1. Contact Support: Reach out to support at info@boundary-ai.com or get in touch with your regular contact at the company.

  2. Receive Information: Your contact will provide you with the necessary information to set up your account.

  3. Set Up 2FA: You will be given a QR code to set up two-factor authentication (2FA) on your device.

    • Scan QR Code: Use an authenticator app (such as Google Authenticator) to scan the QR code.

    • Set Up Complete: Once scanned, your 2FA setup is complete.

  4. In Case of Access Loss: If you lose access to your authenticator app, contact your representative to regain access.

Logging In

To log in and out of the BoundaryAi platform, follow these steps:
 

  1. Enter Credentials: On the login page, enter your email and password.

  2. Two-Factor Authentication (2FA):

    • Open Authenticator App: Open the authenticator app that you set up during account creation.

    • Enter Code: Enter the 2FA code that appears under BoundaryAi.

  3. Accessing the Platform: Once the correct code is entered, you will be logged into the platform.

  4. Logging Out: To log out, click on your profile in the top right corner and select the 'Sign out' option.

 

Dashboard Overview

The dashboard is your central hub for managing and analyzing your surveys. Here is an in-depth overview of its main components:
 

  1. Total Surveys and Responses: At the top, you can see the total number of surveys created and the total number of responses received. This gives you a quick overview of your survey activity.
     

  2. Quick Start:
     

    • Create New Individual Survey: Click this option to launch an individual survey for one-time data collection. This is ideal for capturing a focused snapshot of feedback at a specific moment.

    • Create New Survey Series: Use this option to create a survey series, which allows you to track feedback consistently over time. This is useful for ongoing analysis and trend identification.






       

  3. Active Surveys:
     

    • List of Active Surveys: This section displays all currently open surveys, both individual and those part of survey series.

    • Survey Details: For each survey, you can see the name, number of respondents, and the deadline for responses. Active surveys help you keep track of ongoing data collection efforts.
       

  4. Recent Surveys:
     

    • List of Recent Surveys: This section shows all recently closed surveys, including both individual surveys and those from survey series.

    • Survey Details: Similar to active surveys, you can see the name, number of respondents, and the closing date. This section helps you quickly access and review recent survey data.
       

  5. Navigation Menu:

    On the left side of the dashboard, you will find the main navigation menu with the following options:

    • Survey Series: Access and manage your survey series.

    • Surveys: View and manage individual surveys.

    • Settings: Adjust your account settings and preferences.

    • Language: Change the platform language.

    • Help: Access the help page and support resources
       

By familiarizing yourself with these components, you will be able to efficiently navigate the BoundaryAi platform, manage your surveys, and analyze feedback to drive meaningful insights and actions.

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Creating Surveys

Help - Survey Creation

Where Do I Create My Survey?
 

The survey creation tool can be accessed in two main areas on the BoundaryAi platform:

  • Individual Surveys Page (labeled "Surveys"): Use this for one-time data collection efforts.

  • Within a Survey Series: If you want to track ongoing feedback over time, create a survey series first and then add your surveys to it.
     

Survey Creation Process

Step-by-Step Guide
 

  • Start a New Survey:

    • From Individual Surveys: Navigate to the "Surveys" page and click on "New Survey".

    • From a Survey Series: Create or select an existing survey series and then click "New Survey".

       

  • Title and Description:

    • Title: Enter a descriptive title for your survey.

    • Description: Provide a brief description to give context to your respondents






 

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  • Adding Questions:

    • Add Questions: Click on the "Add Question" button.

    • Reorder Questions: Drag questions up or down to change their order, or use the "Content" widget to reorganize them.

    • Question Settings: For each question, toggle the "Required" option (at the bottom left of the question card) to make it mandatory.

    • Preview Survey: Click on "Preview" to see how your survey will appear to respondents.





       

 
 
 
 
 
Question Types
 

There are five types of questions you can add to your survey:
 

  1. Multiple Type:

    • Use Case: Select an option out of multiple choices.

    • Example: "Which department do you belong to?" with options like "Sales," "Marketing," "IT," etc.
       

  2. Checkbox Type:

    • Use Case: Select one or multiple options out of multiple choices.

    • Example: "Which of the following tools do you use?" with options like "Excel," "Google Sheets," "Tableau," etc.
       

  3. Long Answer Type:

    • Use Case: Free text answer, ideal for detailed, qualitative feedback.

    • Example: "Please describe any challenges you face in your current role."
       

  4. Short Answer Type:

    • Use Case: Free text answer, for shorter content.

    • Example: "What is your job title?"
       

  5. Linear Type:

    • Use Case: Rate on a scale from 0 to 10, also provides NPS score and distribution.

    • Example: "On a scale of 0 to 10, how likely are you to recommend our company to a friend or colleague?"
       

Once you have finished creating a question, click "Save" (bottom right of the question card). You can then organize them as previously mentioned. Once all questions are added and organized, press "Next Step" to continue.
 

Settings
 

On the settings page, you can:

  • Recap Survey Details: View the number of questions, the creator of the survey, and the associated survey series (if any).

  • Closing Options: Define how long the survey will remain open. Currently, the survey can only be manually closed from the survey’s page when you are ready to analyze the responses.
     

After setting these options, click "Next" to proceed.







 

Complete
 

On the completion page, you can view a recap of your survey. If everything looks good, press "Complete". You will then be redirected to your unique survey's page, where you can:
 

  • Track Responses: Monitor the number of responses received.

  • Close Survey: Manually close the survey once you have reached your goal or decide it's time to analyze the responses. Closing the survey will initiate the analysis process.
     

By following these steps, you can efficiently create, customize, and manage your surveys using BoundaryAi, ensuring you gather valuable insights to inform your decisions.

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Feedback Analysis

Where Do I Create My Survey?
 

The survey creation tool can be accessed in two main areas on the BoundaryAi platform:

  • Individual Surveys Page (labeled "Surveys"): Use this for one-time data collection efforts.

  • Within a Survey Series: If you want to track ongoing feedback over time, create a survey series first and then add your surveys to it.
     

Survey Creation Process

Step-by-Step Guide
 

  • Start a New Survey:

    • From Individual Surveys: Navigate to the "Surveys" page and click on "New Survey".

    • From a Survey Series: Create or select an existing survey series and then click "New Survey".

       

  • Title and Description:

    • Title: Enter a descriptive title for your survey.

    • Description: Provide a brief description to give context to your respondents






 

​​

  • Adding Questions:

    • Add Questions: Click on the "Add Question" button.

    • Reorder Questions: Drag questions up or down to change their order, or use the "Content" widget to reorganize them.

    • Question Settings: For each question, toggle the "Required" option (at the bottom left of the question card) to make it mandatory.

    • Preview Survey: Click on "Preview" to see how your survey will appear to respondents.





       

 
 
 
 
 
Question Types
 

There are five types of questions you can add to your survey:
 

  1. Multiple Type:

    • Use Case: Select an option out of multiple choices.

    • Example: "Which department do you belong to?" with options like "Sales," "Marketing," "IT," etc.
       

  2. Checkbox Type:

    • Use Case: Select one or multiple options out of multiple choices.

    • Example: "Which of the following tools do you use?" with options like "Excel," "Google Sheets," "Tableau," etc.
       

  3. Long Answer Type:

    • Use Case: Free text answer, ideal for detailed, qualitative feedback.

    • Example: "Please describe any challenges you face in your current role."
       

  4. Short Answer Type:

    • Use Case: Free text answer, for shorter content.

    • Example: "What is your job title?"
       

  5. Linear Type:

    • Use Case: Rate on a scale from 0 to 10, also provides NPS score and distribution.

    • Example: "On a scale of 0 to 10, how likely are you to recommend our company to a friend or colleague?"
       

Once you have finished creating a question, click "Save" (bottom right of the question card). You can then organize them as previously mentioned. Once all questions are added and organized, press "Next Step" to continue.
 

Settings
 

On the settings page, you can:

  • Recap Survey Details: View the number of questions, the creator of the survey, and the associated survey series (if any).

  • Closing Options: Define how long the survey will remain open. Currently, the survey can only be manually closed from the survey’s page when you are ready to analyze the responses.
     

After setting these options, click "Next" to proceed.







 

Complete
 

On the completion page, you can view a recap of your survey. If everything looks good, press "Complete". You will then be redirected to your unique survey's page, where you can:
 

  • Track Responses: Monitor the number of responses received.

  • Close Survey: Manually close the survey once you have reached your goal or decide it's time to analyze the responses. Closing the survey will initiate the analysis process.
     

By following these steps, you can efficiently create, customize, and manage your surveys using BoundaryAi, ensuring you gather valuable insights to inform your decisions.

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