Keep CSAT requests on schedule for business owners and support agents
Keep CSAT requests on schedule for business owners and support agents
Business owners miss CSAT when onboarding follow-ups slip, creating blind spots in satisfaction. It tags and upserts contacts at 30 days so support can trigger CSAT without manual tracking.
Overview
Missed CSAT windows leave business owners blind to client sentiment and risk repeat business. This workflow tags and upserts contacts at the 30-day point so support agents trigger CSAT outreach reliably, delivering zero missed follow-ups and clearer satisfaction tracking.
Notable Features
- Tag contacts at the 30-day mark
- Create or update contact records
- Notify support to send CSAT