Setting Up Quotas
To create quotas, you’ll first need to define quota targets in the Quotas tab. Then, you must implement them in the chat flow by adding a Quota Card where the check will happen.
1. Creating Quotas Based on Profile Attributes
To set up quotas based on profile attributes (e.g., age, gender, location), follow these steps:
Step 1: Add a Profile Question in Your Chat
Open the Authoring tab.
Add a Profile Question Card for the attribute you want to use..
💡 If you want quotas to apply only to certain participants, use Display Logic for profile attributes.
Step 2: Set Quota Targets
Go to the Quotas tab.
Click Add Quota Target and select your Profile Question.
Set target values for each bucket.
Adjust the Over Target Allowance (if needed).
Click Publish Changes to save your quota settings.
✅ Next Step: Add a Quota Card to enforce this rule in the chat. (See the Implementing Quotas in a Chat section below.)
2. Creating Quotas Based on Survey Questions
To limit participation based on responses to a survey question:
Go to the Quotas tab.
Click Add Quota Target and choose the question you want to use.
Set a quota target for each response.
Adjust the Over Target Allowance if needed.
Click Publish Changes to apply your quota settings.
✅ Don’t forget: You still need to add a Quota Card in your chat to make this quota work.
3. Creating Quotas Using Hidden Variables
Hidden variables allow you to combine multiple attributes, survey responses, or other data points to create more advanced quotas.
Step 1: Create a Hidden Variable
Go to the Variables tab.
Click Add Hidden Variable and define it.
Step 2: Set Up the Quota
Go to the Quotas tab.
Click Add Quota Target and select the hidden variable.
Set target values and an Over Target Allowance if needed.
Click Publish Changes.
Step 3: Assign Values to the Hidden Variable
Hidden variables don’t automatically assign values—make sure you set up a Hidden Variable Assignment Card in your chat.
Need help? Learn how to use scripting for hidden variables in this article.
💡 If you don’t see your hidden variable in the quota settings, publish the chat first, then try again.
✅ Reminder: Hidden variables allow flexible quota logic, but nested quotas are not directly supported. You can achieve similar functionality using scripting.
4. Creating Quotas for Chat Completes
A Chat Completes quota limits how many participants can fully complete a chat.
Go to the Quotas tab.
Click Add Quota Target and select Chat Completes.
Set a total participant limit.
Adjust the Over Target Allowance if needed.
Click Publish Changes.
✅ Important: Add a Quota Card early in the chat to prevent participants from completing the chat before getting screened out.
Implementing Quotas in Your Chat
Creating a quota does not automatically apply it—you need to add a Quota Card in the chat script.
How the Quota Check Works
When a participant reaches a Quota Card, the system checks if they fit any of the created quotas.
If their bucket is full, they are marked as Over Quota and follow the Over quota action defined in the Quota Card.
If they are within quota, they continue the chat as normal.
Adding a Quota Check in the Chat
Open your chat in the Authoring tab.
Add a Quota Card where you want the quota check to happen.
Choose what happens if someone is Over Quota:
Jump ahead in the chat – Send them to a different section.
Allow them to continue – They complete the chat as normal, but are flagged as OQ.
Save and publish your chat.
