AgentVista — AI-Powered Surveys and Forms for SurveyVista

Search Salesforce Records for Survey Context

Retrieve Contacts, Accounts, Cases, or Opportunities from Salesforce to provide context before creating, assigning, or analyzing surveys. Use this subagent to ensure surveys are targeted to the right customer, account, or transaction — enabling intelligent, data-driven feedback collection at the right moment in the customer journey.

Find Surveys and Forms

Search and retrieve existing SurveyVista surveys and forms by name, keyword, or status. Use this subagent to locate the right NPS, CSAT, VoC, onboarding, or assessment survey for reuse, assignment, or response analysis — eliminating manual lookup and enabling agents to act on feedback programmes at scale.

Assign and Send Surveys to Participants

Assign and distribute surveys or forms to customers, leads, employees, or internal users automatically. Use this subagent to trigger feedback collection from any Salesforce event — case resolved, opportunity closed, milestone reached, or onboarding complete. Ensures the right survey reaches the right audience at precisely the right moment, without manual intervention.

Analyze Survey Responses and Generate Reports

Retrieve and analyze survey responses to generate structured reports, sentiment summaries, and satisfaction scores including VoC, NPS and CSAT. Use this subagent to detect churn signals, surface expansion opportunities, identify compliance risks, and produce data-informed recommendations — all within Salesforce, with full customer context from your CRM.