Skip to main content
Skip to article
  • Qualtrics Platform
    Qualtrics Platform
  • Customer Journey Optimizer
    Customer Journey Optimizer
  • XM Discover
    XM Discover
  • Qualtrics Social Connect
    Qualtrics Social Connect

OpenAI Tasks

Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!

About OpenAI Tasks

Qtip: Any data sent through these tasks will be processed subject to your own agreement with OpenAI or Microsoft Azure and not your agreement with Qualtrics. Qualtrics is not appointing OpenAI or Microsoft Azure as a subprocessor with respect to these tasks.

ChatGPT is a generative language model developed by OpenAI. You can use the Qualtrics OpenAI workflow tasks to integrate ChatGPT into your Qualtrics workflows. This allows you to build workflows that enable scenarios such as summarizing text, extracting information from text, generating responses based on text, generating code, classifying text, translating text, and more.

There are 2 different OpenAI tasks available:

The GPT OpenAI integration provides a fast and easy integration with the latest AI models. Alternatively, the Azure OpenAI integration provides enterprise-level security, the ability to integrate with existing Azure services, and customizable AI models. See Choosing an OpenAI Task for more information about the benefits of each task.

Example: Let’s say you send a CX survey to your customers to ask them about their recent in-store experience. You want to create a personalized response to their feedback. You can use the GPT task to generate a response to the customer that incorporates elements of their initial feedback.
Example: Let’s say you send a yearly CX survey to all customers to ask them for any feedback about their experience with your company. You can use the GPT task to automatically categorize responses based on their content. You can then use a ticket task to create tickets based on those categories, and assign the tickets to users who are best equipped to respond to that specific customer feedback.

Qtip: To facilitate a secure and confidential collaboration with third-party LLM vendors, we prioritize strict privacy and security standards to safeguard our customers’ data. If you’re interested in learning more, see our dedicated security and privacy guide for AI.

While we have guardrails in place and are continually refining our products, artificial intelligence may at times generate output that is inaccurate, incomplete, or outdated. Prior to using any output from Qualtrics’ AI features, you must review the output for accuracy and ensure that it is suitable for your use case. Output from Qualtrics’ AI features is not a substitute for human review or professional guidance.

Choosing an OpenAI Task

Qtip: Azure OpenAI tasks are available for FedRAMP users, but GPT tasks are not.

While both tasks integrate with AI models and have the same base functionality, each task provides unique benefits depending on your use case:

  • GPT task:
    • Rapid access to latest AI models: Gain immediate access to OpenAI’s newest language models as soon as they’re released.
    • Flexible pricing: Pay-as-you-go model suits varying workloads without long-term commitments.
    • Global availability: Access services globally without regional restrictions or delays.
  • Azure OpenAI task:
    • Enterprise-grade security and compliance: Benefit from Azure’s robust security features and compliance certifications (e.g., GDPR, HIPAA).
    • Seamless Azure ecosystem integration: Easily connect with other Azure services for extended capabilities and centralized management.
    • Customization and control: Fine-tune AI models with your own data for tailored solutions.
    • Scalability and reliability: Leverage Azure’s global infrastructure for high availability and performance guarantees.
    • Cost management tools: Utilize Azure’s tools for monitoring and optimizing resource usage and spending.

Setting Up OpenAI Tasks

  1. Follow the instructions to create a new workflow. Most of the time, this will be an event-based workflow.
  2. Set up the trigger for your workflow. Often, you’ll begin your workflow with a survey response event, which starts the workflow when you receive a new survey response.adding a trigger and conditions, then adding a task
    Qtip: Other common events include the ticket event, third party events (such as the Zendesk and Salesforce Workflow Rule events) and dataset record events for online review data.
  3. Click the plus sign ( + ) and select Add a condition to add conditions to your workflow, which determines when the workflow triggers.
    Example: For example, if you want to respond to only negative customer feedback, you add a condition based on the response’s sentiment.
  4. Click the plus sign ( + ) and select Add a task.
  5. Choose GPT if you want to use the GPT task, or Azure OpenAI if you want to use the Azure task.
    choosing the gpt or azure task
  6. Select an account to use. You can select an account you’ve connected previously, or choose an account that a Brand Administrator has added.
    choosing a GPT account or adding a new one
  7. To add a new account, click Add a user account. When adding a new account, you’ll need to give the account a name so you can recognize it in the future. You’ll also need to provide some credentials depending on the task you selected:
  8. Click Next.
    Qtip: The remaining steps will use the GPT task. The steps and functionality are the same for the Azure task except where noted.
  9. Choose a template prompt to start with or create your own prompt. You can edit any of the pre-existing templates later for your own purposes.
    choosing a template or starting from scratch
    The following options are available:

    • Create your own: Create your own prompt from scratch.
    • Summarize text: Summarizes the incoming text to highlight what’s most important.
    • Reply to customer feedback: Reply to reviews, complaints, and more with a professional tone.
    • Classify text: Create a list of categories and assign them to incoming text.
    • Translation: Translate text from one language into another.
  10. Click Next.
  11. This step depends on your selected task:choosing a model, temperature, and adding a prompt
    • For the GPT task, choose the model you want to use. The following models are supported: gpt-4, gpt-3.5-turbo, text-davinci-003, text-davinci-002, text-davinci-001, text-curie-001, text-babbage-001, text-ada-001, davinci, and ada. You can also use any fine-tuned models you have access to.
    • For the Azure task, enter the Deployment name from Azure. This deployment must use either the gpt-4 or gpt-3.5-turbo model.
  12. Choose your Temperature, which determines how randomized the generated response will be. Enter a number between 0.0 and 2.0. The higher the number, the more random the response will be.
  13. Adjust the Prompt, if needed. Here, you can also add an example of what a response should look like. See this OpenAI support page for help writing prompts.
  14. In the Dynamic content section, add details to help focus the generated text. This usually includes specific information about the customer or information about your company.adding dynamic content via the piped text menu
  15. To add in personalized information, such as the customer’s stored contact information or data from their survey response, click the {a} Add piped-text button and then choose the information you want to add. See the piped text support page for more information on using piped text.
  16. Navigate to the Run test tab.running a test response
  17. In the Provide example content section, enter an example of the text you anticipate you will receive.
  18. Click Generate test response.
  19. An example response will appear in the Test response box. Review this response to make sure the response is satisfactory for your needs.viewing the test response and saving the task
    Qtip: If you need to make changes, navigate back to the Prompt tab.
  20. Enable Export JSON if you’d like your task’s results to be in a JSON format. This option is only available if you use the gpt-4 or gpt-3.5-turbo model.enabling json format
  21. In the Key column, add your JSON key names which will appear in your JSON output. For the Description, enter what you’d like to be saved as the value.
  22. To add additional key-value pairs, click Add.
  23. To delete a key-value pair, click the trash can icon next to the pair.
  24. Click Save when finished setting up the task.
  25. In your workflow, click the plus sign ( + ) and select Add a task.clicking the plus sign and clicking add task
  26. Choose the task you want to happen after the OpenAI task. This could be a ticket task to create a ticket using the response, an email to send the response to an employee for internal review. See Defining Tasks for a list of all possible tasks.
  27. When setting up your subsequent tasks, you can access the OpenAI task’s output via the piped text menu. Choose your OpenAI task and then select GPT Output. If you enabled the Export JSON option in the GPT task, then your JSON keys will also be available here.  the piped text menu for a chat gpt output