> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete the internal meeting survey

> Rate a meeting, save or revise survey answers, and understand skipping and resume behavior.

**Audience:** MSP staff with meeting write access. This internal wrap-up survey is separate from Company-facing feedback surveys.

## Open the survey

Open the meeting workspace and select **Wrap-Up**, **Start wrap-up** or **Continue wrap-up**, as available. Choose **Survey** in the step bar to open **How did the meeting go?**

Wrap-up must be enabled for the meeting's type in **Settings > Operations > Calendar > Post-Meeting**. It can be opened before the meeting is marked Completed; entering wrap-up does not itself complete the meeting. The first visit creates its progress record.

## Answer the configured questions

Your MSP controls the questions and whether each is required. You may see one-to-five ratings, one-to-ten scales, Yes/No, a choice list, or free text.

<Frame>
  <img src="https://mintcdn.com/msportal/CuJu_16D8ZGdquKW/images/product/meeting-wrap-up-rating-questions.png?fit=max&auto=format&n=CuJu_16D8ZGdquKW&q=85&s=3e03b38374d0601da957e253acccfbb7" alt="Example engagement and meeting-value questions with one-to-five rating buttons" width="590" height="300" data-path="images/product/meeting-wrap-up-rating-questions.png" />
</Frame>

*Example configured rating questions. Your MSP's question set can differ.*

Select a numbered button for a rating, choose an option for a list, or enter text. **No** is a valid answer to a Yes/No question; it is different from leaving the question unanswered. Required questions show an asterisk and must be answered when you submit the survey.

If your MSP has never configured questions, built-in defaults can appear. If it has configured questions but disabled all of them, the survey has no active questions. Ask an MSP administrator to manage the question set.

## Save with Continue

Choose **Continue** to submit the current answers. Wait for success and the **Transcript & AI** step. Return to **Survey** to review saved answers or revise them, then choose Continue again to save the revisions.

<Warning>
  **Save & exit** does not submit survey answers. Leaving the page or switching steps can discard unsubmitted changes. Use **Continue** before leaving when you want to keep the answers.
</Warning>

The survey is one record for this meeting, not a separate response for every staff member. Coordinate with colleagues before replacing its answers.

## Skip deliberately

**Skip this step** records the survey as skipped and proceeds to Transcript & AI. It clears any previously saved survey answers for the meeting and removes the survey's completion state. It is not a way to leave existing answers untouched.

Use **Save & exit** to leave without submitting new edits, or return to another step when you intend to keep already-saved answers. Neither choice saves current unsent changes.

The step bar's completion check marks a submitted survey; it does not mean the meeting is complete or that a client summary has been sent. An optional survey can also be submitted without filling every optional question.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Where do I complete the internal meeting survey?">Open the meeting's Wrap-Up and choose Survey. The page is titled How did the meeting go?</Accordion>
  <Accordion title="Can Company users fill in this survey?">This wrap-up survey is for MSP staff. Company-facing feedback surveys are separate workflows.</Accordion>
  <Accordion title="Does clicking a rating save it immediately?">No. Choose Continue to submit the current survey answers.</Accordion>
  <Accordion title="Does Save & exit preserve unsent survey edits?">No. Use Continue first. Leaving or switching steps can discard unsubmitted changes.</Accordion>
  <Accordion title="What happens if I skip a survey that already has answers?">Skip this step clears the saved answers, marks the survey skipped and removes its completion state.</Accordion>
  <Accordion title="Can I revise saved answers?">Yes. Return to Survey, edit the answers and choose Continue to submit the replacements.</Accordion>
  <Accordion title="Is No treated as an unanswered Yes/No question?">No. Selecting No is a valid answer. Leaving both choices unselected is unanswered.</Accordion>
  <Accordion title="Why are default questions shown when none were configured?">A never-configured question set can use built-in defaults. Disabling all existing questions instead leaves no active questions.</Accordion>
  <Accordion title="Does each technician get a separate survey response?">No. The wrap-up stores one survey response for the meeting. Coordinate changes with other staff.</Accordion>
  <Accordion title="Does submitting the survey finish the meeting or send email?">No. It saves the survey and moves to Transcript & AI. Meeting status, summary email and finishing wrap-up are separate actions.</Accordion>
</AccordionGroup>

## Related guides

* [Add a meeting transcript](/user-guides/calendar/add-meeting-transcript)
* [Meeting summaries and wrap-up](/user-guides/calendar/meeting-summaries)
