Steps
- Go to Sales โ Customer experience. The Overview shows CSAT, NPS, customer effort, responses, open and overdue tickets, % of service levels met and the reopen rate - for the period and branch you choose.
- Customers answer your forms through a link or a QR code. Low ratings and complaints become tickets automatically (the routing rules), each with an owner and a deadline.
- Product problems carry the unit, its warranty and the defect; the root cause and the corrective action are recorded before the ticket is resolved.
- Campaigns invite customers by SMS, email or WhatsApp, each with a personal link.
Good to know
- The first time Customer experience is opened, a starting set is created - categories, failure types, root causes, resolution codes, service levels, four rules and two forms. Change any of it in Settings.