Qualtrics Agentic Experience

Retrieves surveys from your Qualtrics brand. Returns survey ID, name, owner, creation date, and status. Filter by active or inactive surveys and limit how many results are returned.

Returns detailed metadata for a specific survey, including name, owner, status, language, and expiration settings.

Retrieves questions from a survey, including question text, type, validation rules, and answer choices. Use this to understand what a survey asks without leaving Salesforce.

Provides a quick performance summary for a survey, including status and response counts. Use this for a fast health check on active campaigns.

Returns statistics for a survey distribution. Use this to confirm whether a recipient has completed a survey (for example, after generating an instant invite).

Creates a unique, personalized survey link for one recipient in a single step. Ideal for sharing surveys via chat, SMS, or manual outreach without sending an email. Supports optional embedded data from Salesforce context (for example, account name or case number).

Lists all Qualtrics contact directories for your brand. Use this to find directory IDs required by other audience tools.

Lists mailing lists (contact groups) in a directory, including list IDs, names, and approximate contact counts.

Creates a new mailing list in a Qualtrics directory. This is typically the first step before adding contacts or sending distributions.

Adds contacts to a mailing list with email, name, phone, and embedded data. Supports up to 200 contacts per request. Imports run asynchronously.

Checks the status of an async contact import. Confirms how many contacts were added, updated, or failed, and surfaces any invalid emails.

Lists message template libraries in Qualtrics. Libraries contain email and SMS templates used in survey distributions.

Lists message templates in a specific library. Use this to find template IDs when setting up distributions.