CSAT response workflows

  • 18 January 2023
  • 0 replies

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We have a simple CSAT survey setup, which we can run a periodic report on.  However we would like any negative responses to be automatically identified.


I can create a workflow when Customer Satisfaction Rating is negative to send an email, but how can I then:

  • Include the CSAT response information in the email
  • Send the emails to the agents manager rather than having to send to all managers (or 1 manager and they distribute onwards)

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