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Questionnaire Builder & AI-CATI — Feature Inventory

For: the Help Center author Source: the voxdash-data-provider frontend code, checked against the stage app (stage-studio.voxdash.com) on 2026-10-24. Purpose: a complete list of user-facing features. Each item says which help page covers it. The app’s on-screen wording comes from the backend dictionary and can change. Where the app’s label differs from the internal name, the on-screen label is used (for example, AI-CATI “fieldworks” are shown as studies).

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Part 1 — Questionnaire Builder

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1.1 Questionnaire list — Questionnaire-List

Summary and layout
  • Summary cards: Total questionnaires, Active/Published, Draft, Archived.
  • Quick tour (Compass), a 5-slide introduction: Overview, Create, Editor, Versions, Manage.
Table columns
  • Name: a link to the editor. A Demo badge marks platform sample questionnaires.
  • Status: Draft, In review, Approved, Active, Published, Published for AI-CATI, Archived, or Processing (an import is still running).
  • Last modified, Created.
  • Questions (count).
  • Data collection modes.
  • Organizational access, Access type (Public, Only me, Group, User, Over plan limit), Public access.
Working with the table
  • Quick search, column filters, sorting, column chooser, Clear filters.
  • Expand a row to see the inline versions panel (View opens that version).
Row actions
  • Duplicate, Edit, Version history, Data project access, Open link, Delete.
  • These actions are disabled while the questionnaire is Processing or read-only, and a reason is shown.

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1.2 Create a questionnaire — Create-questionnaire, Import-Review

Choose a method: Manual, or Upload (marked Beta). Manual: the survey-info form
  • Title is required.
  • Default language must be one of the selected languages.
  • At least one data-collection mode is required.
  • If the questionnaire collects PII, a PII description is required; the same applies to incentives.
Upload
  • From your device or from the VoxDash Library.
  • Accepted formats: .doc, .docx, .xls, .xlsx, .pdf, .sav, .sps, .csv.
  • Processing: AI processing (shows a cost and time estimate; not available on the Free plan) or standard processing.
Import review wizard — three steps:
  1. Detect questions.
  2. Identify logic (display, skip and termination rules).
  3. Import summary (including quota groups).
The wizard also has an Import logic toggle, Skip, and Re-import. Plan limit: when you reach your questionnaire limit, a notice with an upgrade link is shown. Header
  • Version badge (click to rename) and an info popover.
  • Generate dummy data.
  • Publish button. It changes as the questionnaire moves on: Publish → Publish for AI-CATI → Create AI-CATI.
Toolbar
  • Overview: KPIs, sections and type breakdown; clicking an item filters the canvas.
  • Team, Quota, Audit log, Preview, View in VoxDash, Export.
  • Versions: the versions drawer, Lock/Unlock, Save as version.
Filters
  • Search with these filters: question type, element type (screener, quota, demographic, administrative, in-house randomization, interviewer or system autocode), custom tags, has logic, has geo map.
  • Sections, Mode, Language, Screener.
Saving and leaving
  • Autosave, with a status of Saving / Saved / Error with Retry.
  • A local draft is restored after a crash.
  • Leave-page guards warn while saving, after a failed save, when the JSON is invalid, or while a translation is running.
  • Undo/redo, including Ctrl+Shift+Z.
Limits and safeguards
  • Organization question limit: questions added over the limit are rolled back, and you can download a backup of them.
  • Deleting a question that other logic uses asks for confirmation first.
  • A Quota tag can’t be removed while the question is linked in a quota group.
Read-only banners
  • Locked, no permission, a sealed (published) version, or previewing another version.
Canvas adorners
  • Ask AI, Missing values shortcut, Note / View note, Question preview.
Tabs
  • Designer, Preview (with Share), Logic, JSON Editor (with the “Apply settings” prompt), Translations.
Property-grid tabs Choices grid
  • Visible column, exclusive / fixed-position choices.
  • Other item: Other required, Read “Other” aloud.

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1.4 Tags — Tags

  • Basic: Visible, Read-only, Required, Show title, Show description.
  • Classification: Quota, Administrative, Screener, Demographic, In-house randomization.
  • Auto code: a taxonomy of system, interviewer and operator codes. Each code has a method, and some codes need a derivation setup.
  • Geo map: pick a map, or add and preview a custom map.
  • Section, Custom tags, Data collection mode, Multi-language.
  • Tags set on a panel are passed down to its child questions.
  • Changing a question’s type resets tags the new type doesn’t support.

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1.5 Question metadata and missing values — Question-metadata

  • Labels: SPSS variable and value labels, with byte counters.
  • Advanced SPSS: format, width and decimals, set at question or questionnaire level.
  • Data type and measurement level.
  • Missing and special values:
    • Up to 3 slots (A, B, C), each with Code, Label and Enabled.
    • Each value shows where it comes from: Admin, Questionnaire or Question.
    • Code rules apply; Reset is available.
  • Questionnaire-level missing values: Overwrite pushes them to all questions.

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1.6 Translation — Editorpanel-translation

  • Manual translation.
  • Auto-translate all / missing: runs in the background with progress and a report. A cost estimate is shown, and the run is blocked if credit is insufficient.
  • Add or remove languages.
  • Import and export translations: CSV, TSV, TXT, XLSX, XLS, XLSM.

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1.7 TTS and LOI — tts, LOI

TTS
  • Voice settings, and the scope to generate for (all, page, panel, question or filtered).
  • Cost estimate, progress, and a preview player.
  • Custom pronunciations, using IPA or “pronounce in another language” (needs a multilingual voice).
  • Voice history, with Download all (ZIP).
LOI
  • An estimate for each data-collection mode: the VoxDash estimate, your own estimate, and timing per question type.
  • Multipliers, average path %, and Reset.
  • AI Shorten.

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1.8 AI Assistant — AI-Assistant

  • Scope: question, panel, section, filtered questions, or the whole questionnaire.
  • Actions: shorten, predict type, chat, SPSS label suggestions, pronunciation scan, translate logic.
  • Readable logic: explain or write logic.
  • Suggestions: review mode with Accept / Reject / Dismiss, Accept all, and Undo.
  • History: runs, progress and cost.
  • Refusals: not in plan, no credit, version locked.
  • Share dialog: a preview link or a test (save) link.
  • General access: Restricted or Anyone with the link; a people-with-access list.
  • Start a test link: answers go to a destination data project and survey.
  • A warning appears when testing a draft, and you’re asked before an existing link is replaced.

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1.10 Logic and JSON — Editorpanel-logic, Editorpanel-JSON

  • Logic tab: conditions and triggers.
  • Deleting a question that logic references asks for confirmation.
  • JSON editor validation, and an Apply-settings prompt for tag, missing-value and SPSS blocks.

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1.11 Export — Export

Steps: Format → Configure → Validation → Download. Formats
  • Respondent PDF, Editable PDF, Annotated (PDF/DOCX), Excel data map, Logic spec (XLSX), JSON, SPSS shell, SPSS with dummy data.
  • SPSS test responses and PDF test responses need a test link that has been answered.
Options
  • Language (required), mode, sections, question scope, include logic, value labels.
  • Skip-quota / resolve choices.
  • A stale-export warning.

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1.12 Dummy data — Dummy-Data-Generation

  • Count: 1–100. Also choose the mode and the data project (existing or new).
  • Survey placement: a new survey, or replace an existing one.
  • Validation runs before generation. A progress widget can be minimized.
  • When it finishes: View result or Download.

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1.13 Quotas — Quota

Groups page
  • Stats cards and a groups table.
  • Row actions: Edit, Validate, Export, Delete.
  • Download: Excel or JSON.
  • Upload: from your device or the Library, then Validate → Preview → Apply.
  • Export to File Manager.
Create group wizard: Basics → Questions (quota-tagged only) → Configure (single or interlocked cells, numeric bands, colour slices) → Settings. Group page
  • Cells in Matrix, Table or Canvas view.
  • For each cell: Hard or Soft, minimum and maximum targets, match all or any, and spillover.
  • Linked questions. Settings: Count each selection, prefer least-filled with max selections, total target.
  • Validation panel. Autosave.
  • Read-only on sealed or locked versions.

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1.14 Versions — Questionnaire-Versions

Version types Each version can also carry the badges Active and Locked. Where versions appear: the versions drawer in the editor, and the Version history page (type filter and “Based on” lineage). Actions
  • Switch, Restore, Preview.
  • Save as version; New version from…
  • Rename, Delete (only a non-active draft), Lock/Unlock.
The Version history page has no compare feature.

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1.15 Publish — Publish-questionnaire

Preflight checks. Warnings don’t block publishing; errors do. The checks are:
  • Invalid content.
  • Forward references.
  • Missing values.
  • Screener or quota order.
  • Reachability.
  • Unsupported types.
Missing-values step: Fill for me assigns 999 (or 9999 if 999 clashes with an answer code), or you can Skip. A receipt lists what was done. Seal warning: a published version is sealed for good; to make changes, create a new version.

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1.16 Audit log, Team — Audit-Log, Team-and-Permissions

Audit log
  • Period: 7, 30, 90 or 365 days.
  • Filters: activity type, people, and search.
  • Logged activity covers questionnaire, version, dataset and quota changes.
  • Plans without audit trails see an upgrade screen.
Team
  • Collaborators, with permission levels from View only to Full access.

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Part 2 — AI-CATI (AI telephone interviewing)

A questionnaire version can be used in AI-CATI only when it is Published for AI-CATI.

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2.1 Studies list — AI-CATI-Overview, Studies-List

Layout and entry points
  • Quick tour: 4 slides.
  • Ways in: New study, the “Add” menu, dashboard shortcuts, and Create AI-CATI in the Questionnaire Builder.
Table columns
  • Study name and Study ID.
  • Status: Draft, Ready to launch, Scheduled, Running, Stopped (graceful, hard or emergency), Out of credit, Closed (Target reached / Stopped short), Archived.
  • Progress, Last dial, Last activity, Client, Questionnaire, Languages, Access.
Row actions
  • Edit, Open, View in VoxDash, Duplicate (warns about re-calling people), Manage access.
  • Restore or Delete — archived studies only.

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2.2 Setup wizard (7 steps)

Each step opens only after the earlier ones are complete. The wizard is read-only after the first dial, except for the settings that can still be edited while the study is stopped.

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2.3 Launch and run — Launch-and-Readiness, Study-Page-and-Actions

Launch dialog
  • Self-test call, Pre-test, Final launch, or Sub-sample.
  • Readiness checks; hold card; scheduled start.
  • A readiness page lists every check, each with a “Fix in step N” link.
Study page
  • Tabs: Setup, Tests, Sub-samples, Live monitoring, Results.
  • Actions depend on the status: Launch, Change start, Stop calling, Emergency stop (a reason is required), Resume (re-priced; you may need to accept current rates), Close, Duplicate, Restore.
  • Setup tab: settings history and the questionnaire snapshot.

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2.4 Tests and sub-samples — Tests-Pre-tests-and-Self-tests, Sub-samples

Tests
  • Pre-test runs: statuses, run page, Stop / Resume / Close run.
  • Self-test call to your own phone: live stages, End test call (soft or hard), call details.
Sub-samples
  • Field the study in parts; one run dials at a time.
  • On a Draft study you create plans; Finish setup turns them into prepared runs.
  • Create dialog: distributed draw, filters, size, mix variables, shortfall policy, review and reserve.
  • Run page: Overview, Monitoring, Results, Activity, Exports.

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2.5 Monitoring, results, records — Live-Monitoring, Results-and-Export, Sample-Records

Live monitoring
  • KPIs: completes, in progress, RR3, COOP1, coverage, STT confidence, cost.
  • Margin of error, ramp status.
  • Charts: progress, dispositions, attempts, daypart heatmap.
  • Composition, quality, budget, projected finish.
Results
  • Per call / per sample record views, with filters.
  • AAPOR outcome table and rates.
  • Cost reconciliation, sample accounting, targets vs achieved, downloadable reports.
  • Export: metadata, raw data or everything; SPSS, CSV or ZIP with transcripts and recordings; production or a single sub-sample run.
Sample record
  • Status and call history.
  • Recordings and transcripts, answers, quality.

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2.6 Money and limits — Costs-Credits-and-Limits

How money is handled
  • The estimate is a Low / Expected / High band.
  • Capacity tier multiplies the platform cost: Standard ×1.0, Fast ×1.5, Guaranteed ×2.0.
  • At launch, the high estimate is held from AI credits; anything unspent is refunded.
  • The spend cap is required, minimum $1, and is shared by the main launch and sub-samples.
Hard limits