Keep customer success capturing CSAT after project completion

Support agents miss CSAT when completion survey tasks finish without outreach, risking incomplete handoffs. Ensuring assigned customers provide CSAT so CSMs capture feedback before handoff.

Overview

Missed post-project surveys leave CSMs without actionable feedback and risk incomplete handoffs. This workflow routes completed Project Completion Survey tasks to the assigned customer, ensuring faster feedback capture and eliminating missed follow-ups so CSMs can confidently close engagements.

Notable Features

Send surveys to assigned customers
Log survey responses to CRM
Alert CSMs on low scores