Turn it on
Open the channel’s settings and switch on Customer satisfaction survey. Repeat this for each channel you want to survey. Only tickets resolved after you switch it on get a survey. Older tickets are never surveyed.When it’s sent
About an hour after a ticket is resolved, the customer gets one survey email. Each ticket is surveyed once, even if it’s resolved again later. Tickets categorized as notifications, marketing, cold outreach, auto-replies or bounces get no survey.Who sends it
A chat ticket whose contact never left an email address gets no survey.
What the customer sees
The email asks the customer to rate the help they got from 1 to 5. After picking a score they can add a comment if they want to.Where results show
- Ticket sidebar: the customer’s score and comment on that ticket.
- CX dashboard: your CSAT (the share of ratings that are 4 or 5) and response rate (the share of surveys answered).
rating field and the AI estimate is estimatedScore. See List tickets.