Skip to content
Kinline Docs

Before you start

Complete these checks before you turn on a Jira Automation flow that sends AdaptiveSurvey links to customers.

Confirm project setup

Section titled “Confirm project setup”

Before setting up delivery, configure and save your survey in Configure → Survey form. Use Survey preview to check it.

Disable the built-in JSM satisfaction survey

Section titled “Disable the built-in JSM satisfaction survey”
  1. Open the Jira Service Management space/project.
  2. Go to Space settings.
Jira Service Management space settings for opening request management before disabling the built-in customer satisfaction survey Jira Service Management space settings for opening request management before disabling the built-in customer satisfaction survey
  1. Open Request management.
  2. Open Customer satisfaction.
  3. Turn off the built-in satisfaction survey.
AdaptiveSurvey setup showing Jira Service Management built-in satisfaction survey disabled before sending CSAT surveys AdaptiveSurvey setup showing Jira Service Management built-in satisfaction survey disabled before sending CSAT surveys

Continue to Email or Slack

Section titled “Continue to Email or Slack”

Open Configure → Survey delivery, then follow the Email or Slack setup guide.

To send through both channels, add both delivery actions to the same automation flow.