A practice manager can use AI to make a survey with an AI prompt or from a PDF document. Then, they can send it as a survey link to their clients. Then, clients use the link to open and complete the survey.

1. Open Vello from your PIMS.
   Note: If you use Cornerstone, sign in to mycornerstone.idexx.com to get access to Vello.
2. In the left sidebar, select Surveys.
   

   Note: If the left sidebar is closed, select the surveys button:
   
   
   Vello shows a Surveys screen.
3. Select Create New.
   
   Vello shows the survey designer.
4. Select Generate with AI or Import PDF as necessary.
   Note: Select Generate with AI to use an AI prompt to make the survey. After you select Generate with AI, enter an AI prompt. For example, enter Create a customer satisfaction survey for a clinic. Ask for name, city, NPS score 0-10, and an optional comment. Make NPS score required.

   Select Import PDF to use a PDF document to make the survey. For AI to make a survey from a PDF document, the document must have text content. Vello cannot make a form from a PDF document that shows text as images (for example text that is a scanned image).

5. In the Survey Name box, enter a name.
   Note: Survey Name does not show to clients.
6. Select the image button, then find and select an applicable image to add to the survey (for example, your practice logo).
   

   Note: The survey shows the image above the survey title.
7. In the Survey Title box, enter a title.
8. Continue to add more questions and make changes until the survey is prepared.
   Tip: To make sure the Vello keeps your changes, select Save Draft:
   
   

   Tip: To make sure that survey will show correctly for clients, select Preview:
   
   

   After you select Preview, select the laptop button to do a check of your survey content with different device types:
   
   
9. Select Publish, and in the pop-up window that Vello shows, select Publish again.
   Vello shows the Surveys screen. The screen:

   • Has a new entry for the survey that you made
   • Shows a status of Published for the new entry
10. Adjacent to the new entry, select the horizontal ellipsis (⋯), then select Copy Link.
    
    Vello puts the survey link in your device clipboard.
11. Select Publish, and in the pop-up window that Vello shows, select Publish again.
    Vello shows the Surveys screen. The screen:

    • Has a new entry for the survey that you made
    • Shows a status of Published for the new entry