mastersurvey.ai — User Guide (Projects + Surveys)

This guide explains what each tab/page is for and the recommended workflow.

Download

Get a PDF copy of this manual.

Download PDF

Notes

Timestamps in the UI and exports are shown in IST (24-hour / railway time).
Dashboard pages require login. Respondent survey links do not.

1) Start the app

Open the server in your browser (example): http://127.0.0.1:8006/
API docs (optional): http://127.0.0.1:8006/docs

2) Top navigation (tabs)

Home (`/`)

Purpose: landing page and quick navigation.

Use Go to Projects to open the dashboard.
Use Login if you are not signed in.

Projects (`/projects`)

Purpose: main dashboard showing all projects and quick actions.

Create project (upload Excel) creates a new project from an Excel QRE.
Each project card allows: Open, Download data (Excel/CSV), and Data Analysis (PPT).
Shows “Latest script created” timestamps for quick tracking.

Login / Forgot Password / Logout

Purpose: authenticate to access dashboard pages.

/login: sign in
/forgot-password: reset password
/logout: end session

3) Create a project (uploads)

Create Project — upload Excel (`/projects/create`)

Purpose: create a new project and upload a questionnaire Excel.

Enter a Project name
Upload an Excel QRE (.xlsx)
Submit to create/import the survey into that project

Upload Word (.docx) (`/projects/create-docx`)

Purpose: create/import a project survey from a Word questionnaire.

Upload a .docx questionnaire
The system converts it into the internal survey format

Word → Excel Convertor (`/projects/word-to-excel`)

Purpose: convert a Word questionnaire into an upload-ready Excel QRE.

Upload a .docx
Download the generated Excel
Upload that Excel into any project using /projects/create or the project dashboard upload

If conversion fails (e.g., “Could not detect any questions”), the Word layout may differ and the parser may need a rule update.

4) Project dashboard (most important page)

Project Dashboard (`/projects/{project_name}`)

Purpose: manage all surveys inside a project (links, scripting, exports, assets).

Upload Excel to this project: add a new survey to the same project.
Scripting file (edits): download the scripting workbook for edits; then Upload scripting file.
Word to Excel Convertor: generate Excel QRE from Word.
Media upload: upload images/audio/video used by surveys (/projects/{project_name}/assets).
Download data (Excel/CSV): export all responses for the project.
Download Excel to create survey: get the standard template workbook.
Data Analysis: view analysis page and download PPT report.

Scripting versions: scripting uploads are versioned per project (e.g., - v2, - v3). The next version is based on the max version already present in that project.

5) Respondent survey page

Respondent link (`/s/{survey_id}`)

Purpose: the actual interview experience.

Respondents open the link, answer questions, and submit.
Skip logic / termination rules come from scripting metadata.

6) Common workflow (recommended)

Login → open Projects
Create project
Upload questionnaire:
- Option A: Upload Excel QRE
- Option B: Upload Word .docx (or Word→Excel → upload Excel)
Open the project dashboard → verify survey link
If needed: download scripting file → edit → upload scripting file
Share respondent link(s)
Export results (Excel/CSV) or download PPT analysis

7) How to export this guide to PDF

Open this file in a browser (Chrome/Edge).
Press Ctrl+P (Print).
Select printer: Microsoft Print to PDF (or “Save as PDF”).
Turn on Background graphics if you want the card borders to print.
Save as mastersurvey.ai-User-Guide.pdf.

mastersurvey.ai — User Guide (Projects + Surveys)

1) Start the app

2) Top navigation (tabs)

Home (/)

Projects (/projects)