• CONTACTS
  • EMAIL
  • SMS
  • HUMAN

How to send survey invitations with your AI

Connect Surveypal to your agent to turn contact lists into active survey participants. Once connected, your AI handles the outreach via email or text.

Ask AI about this page

Short answer

How can I send survey invites using my AI?

Your AI pulls contact details and triggers immediate email or SMS invitations through Surveypal. You get direct outreach to specific people without manual messaging. This workflow handles the contact lookup and the actual delivery of the invite.

Outcomes

Where your outreach lands.

The AI manages the heavy lifting of finding people and hitting send.

CONTACTS

Targeted recipient lists

The AI uses contact data to identify exactly who needs to receive an invite. You get a clean list of people ready for outreach.

EMAIL

Instant email delivery

Your agent sends the survey link directly to an inbox. This happens as soon as the AI processes the request.

SMS

Direct text messaging

The AI can bypass inboxes and send survey links straight to mobile phones. This is useful for high-priority feedback.

HUMAN

Manual review needed

You retain control over the final list of recipients. The AI won't blast messages until you confirm the target group is correct.

The workflow

What your AI does when you request outreach.

The AI moves from identifying the right person to delivering the message.

  1. Identify the recipient

    The AI looks up the specific person you want to survey to ensure the details are correct.

    get_contact

  2. Send email invites

    Once the contact is found, the AI sends the survey link to their email address.

    send_email_invitation

  3. Send SMS invites

    If you prefer text, the AI sends the survey link to the contact's mobile number.

    send_sms_invitation

  4. Confirm delivery

    The AI completes the request once the invitation is successfully handed off to the carrier or mail server.

    send_email_invitationsend_sms_invitation

Try it

Copy these to start.

Use these prompts to trigger your first outreach.

Starting points

These are starting points. Swap out the specific names or channels for your actual needs.

Surveypal Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_pg1PQs7ZfPVsMC7y4EwMQ2Kumjd6m862nPlBgTFp/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Surveypal capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "surveypal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_pg1PQs7ZfPVsMC7y4EwMQ2Kumjd6m862nPlBgTFp/mcp"
    }
  }
}
Copy into chat04

  • Find the contact for John Doe and send him a survey via email.

  • Get the contact info for Sarah Miller and send her a survey via SMS.

  • Look up the contact for the client in my spreadsheet and send an email invitation.

  • Send a survey via SMS to the contact named Alex Rivera.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Surveypal once, then ask.

Just link your account once. Your credentials stay encrypted and secure on our end, and you can start prompting immediately.

Connect Surveypal to your AI

FAQ

How the outreach works.

  • 01

    Can the AI send surveys to anyone?

    No. The AI can only send invitations to contacts it can successfully find using the contact lookup tool.

  • 02

    Will the AI send messages without my permission?

    No. You must prompt the AI to perform the specific action of sending an invitation.

  • 03

    Can the AI change the survey questions?

    No. The AI only sends the invitations; it does not have the ability to edit the survey content itself.

  • 04

    Can I send both email and SMS at once?

    Yes, you can instruct your agent to send an email invitation and an SMS invitation to the same contact.

  • 05

    Does the AI manage my contact list?

    No. The AI can read contact details to send invites, but it cannot add or delete contacts from your database.

  • More questions about Surveypal? The Connector page answers them. See everything the Surveypal Connector can do

Connect Surveypal to Claude, Cursor, ChatGPT & more