Complete training guide for Pirai AI Cross-Platform Survey Document Accelerator. Learn the 2-step workflow, platform migration, AI editing, and best practices.
No specific formatting required - Pirai AI adapts to your style
Platform files are automatically parsed and converted to universal Excel format
💡 Pro Tip
Already have surveys in Qualtrics, Forsta, or other platforms? Export them and upload to convert to any other platform!
1.2 Choose Extraction Method (Optional)
For most users, the default "Smart Detection (Recommended)" works perfectly. However, you can choose different extraction methods based on your document type:
Method
Best For
Description
Smart Detection ⭐
Most documents
AI automatically chooses the best extraction approach
Standard Extraction
Simple documents
Basic paragraph and table extraction
Visual Layout Preserved
Complex formatting
Preserves headings and markdown-style structure
Alternative Parser
Problematic docs
Uses alternative library with post-processing
PDF Advanced
Complex PDFs with images
Vision-based extraction for scanned PDFs, forms, and image-heavy documents
💡 When to Use PDF Advanced
Scanned paper surveys (photos/scans)
PDF forms with complex layouts
Documents with embedded images containing text
PDFs where standard extraction misses content
Multi-column layouts or tables in PDFs
1.3 AI Processing
What Happens Automatically:
Document Extraction - Questions, options, and structure identified
Edit-friendly - make corrections directly in Excel if needed
Platform-agnostic format
Option B: Word Preview (Optional)
Formatted document for stakeholder review
Professional styling with colors and formatting
Print-ready with headers/footers
Shareable via email
1.5 Preview Your Converted Survey (4 Modes)
After conversion completes, choose how to review your survey:
Mode 1: 📊 Table View
Raw Excel data display
Verify structure and formatting
Check all rows/columns
Mode 2: 👁️ Survey Preview
Visual rendering of your survey
Choose preview style: Qualtrics, Google Forms, or SurveyMonkey
See how questions will appear to respondents
Mode 3: 🔄 Side-by-Side
Split screen: Excel table + Survey preview
Compare structure vs. visual output
Ideal for validation
Mode 4: 💬 AI Editor (Advanced Feature)
Conversational survey editing interface
Edit surveys using natural language commands
Real-time preview updates
Version control with undo/rollback
💡 Important
You can edit your survey here before downloading Excel for Step 2!
1.6 AI Editor: Quick Edits in Step 1
Available in Step 1 immediately after conversion!
Interface Layout:
Bottom: Excel table view
Left: Live survey preview
Right: Chat interface for commands
Example Commands:
✓ "Add option 'Other' to Q3"
✓ "Add question 'What is your occupation?' after Q2"
✓ "Delete Q5"
✓ "Change Q1 text to 'What is your age range?'"
✓ "Undo" or "Roll back the previous change"
Version Control:
Every edit creates a new version
View version history (shows count: "📜 3 version(s) in history")
Rollback to previous versions anytime
Preserves last 10 versions with timestamps
💡 Pro Tip
Use AI Editor in Step 1 to fix issues before downloading Excel!
Important: Mention if issue occurred after browser refresh (F5)
Before Contacting Support:
Try the "Rerun" button (top-right) instead of F5
Check if you're logged in
Verify you're working in a single browser tab
Download and re-upload files if session was lost
FAQ Quick Reference
Q: Can I convert one survey to multiple platforms?
A: Yes! Upload once in Step 1, then convert to as many platforms as needed in Step 2.
Q: Can I migrate surveys between platforms?
A: Absolutely! Upload a platform export file (QSF, XML, MDD, etc.) in Step 1 to convert it to Excel, then convert to any target platform in Step 2. Perfect for platform migration projects.
Q: Does Pirai AI store my survey data?
A: No. Files are processed in memory and automatically deleted. GDPR compliant.
Q: What if my document has typos?
A: Download the typo report from Step 1, fix in Excel, then re-upload to Step 2.
Q: Can I edit the survey after conversion?
A: Yes, use AI Editor before conversion or edit manually in the downloaded platform file.
Q: How accurate is the AI conversion?
A: Highly accurate with automatic quality validation. Always review the preview before finalizing.
Training Resources
Available Materials:
This Quick Start Guide
Video walkthrough (available on request)
Platform-specific import guides
FAQ document
Pilot Program Feedback
Please share your experience, questions, and suggestions with admin@piraiai.com