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This walks through adding a client and running your first survey.
New to Wenite’s vocabulary? Keep the Glossary open in another tab — every term below (client, benchmark, DIF, and the rest) is defined there in one line, with a link to the full explanation.
1

Add your first client

From Home, go to Clients and click Add client. Fill in the company name, languages, product tier, and license type (Pulse for periodic surveys, Continuous if you also want Hub). See the Clients & Licensing guide for the full list of fields.
2

Build your first survey

Open the client and go to Surveys → New survey. Start from scratch or from an existing template, then work through the wizard: Details (name, languages, benchmarks), Questions (add blocks from the Library or write custom questions), and Routing (optional logic). See the Creating a Survey guide for the full walkthrough.
3

Distribute it

Activate the survey, then go to its Share page. Send it via a generic link, or add contacts individually, via CSV, or by syncing company users — for individual tracking and reminder campaigns. See the Distributing a Survey guide.
4

Review the results

Once responses come in, open the survey’s results dashboard to explore scores, benchmarks, and AI-generated summaries. See the Survey Analysis guide — and the Company Analysis guide once you’ve run more than one survey for this client.
Check Home from day one, even with a single client — it surfaces your pinned surveys and gives you a quick way to jump into any client’s surveys as your portfolio grows.

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What to explore next

Platform Overview

Wenite’s core concepts and how they fit together.

CRM

Managing clients, users, and permissions.

Creating a Survey

The full survey-building walkthrough.