How it works in Surveti
Slides, charts, and narrative
Compose a report from question charts, tables, and text blocks arranged into slides — the deliverable your stakeholders actually read.
AI-written summaries (optional)
One click drafts a plain-language summary of a slide’s findings. It’s optional, metered on the AI credit ledger, and can be turned off entirely at the workspace level.
Shareable token links
Publish a report as a time-limited link that clients open in a browser — no account, no login, and you control when it expires.
Live or snapshot data
Point a report at live data so it updates as the field continues, or pin it to a snapshot so the numbers stay fixed for a specific readout.
What teams use it for
- Deliver a client readout without building a slide deck
- Share interim results via a link that expires
- Let AI draft the first pass of the summary, then edit
Frequently asked questions
Can clients view a report without an account?
Yes. Reports publish as time-limited token links that anyone with the link can open in a browser without signing in. You choose when the link expires.
Are the AI summaries required?
No. AI summaries are an optional convenience metered on the AI credit ledger, and AI can be disabled entirely at the workspace level. You can write every word yourself.
Does a shared report keep updating?
That’s your choice: a report can read live data so it reflects the latest responses, or be pinned to a snapshot so the figures stay fixed.