Capture final project feedback for support agents fast
Capture final project feedback for support agents fast
Support agents miss client feedback when projects enter client-review, delaying job close and losing ratings. This workflow emails a survey when status changes, capturing feedback so jobs close faster.
Overview
Support agents lose final client input when project statuses are overlooked, delaying job closure and hiding improvement opportunities. Emailing a survey when a project hits client-review turns manual chasing into consistent capture, producing clear feedback logged against each project and eliminating missed follow-ups.
Notable Features
- Send survey when status changes
- Personalize emails with project details
- Attach responses to project record