Insight feature

Know how customers feel. Watch it improve.

Track customer happiness by agent, team and channel over time. Ask after every contact by voice, SMS or email, and see exactly where satisfaction is rising, slipping or simply worth celebrating.

From contact to trend

Ask while it is fresh, keep what you learn.

Feedback is only useful when it arrives soon after the contact and stays attached to the people and channels behind it.

  1. 1

    The contact ends

    A call, chat or message wraps up, and the moment to ask how it went is right now, while the experience is fresh.

  2. 2

    The survey goes out

    Customers are asked for feedback by voice, SMS or email, whichever suits the way they got in touch.

  3. 3

    Answers are tied to the contact

    Each score is attached to the agent, the team and the channel that handled it, so nothing floats free of context.

  4. 4

    The trend builds

    Scores are kept over time, so you see direction and not just a single snapshot of a good or bad week.

Two scores, two jobs

One for the moment, one for the relationship.

CSAT

“How satisfied were you with this contact?”

Customer satisfaction measures a single interaction. It tells you how that one call or chat went, which makes it the score to watch for agents and day-to-day service.

Read it per contact, per agent and per day.

NPS

“How likely are you to recommend us?”

Net Promoter Score measures the wider relationship. Customers answer on a scale, and the result shows whether they are promoters, passive or detractors of your business.

Read it per team, per channel and per quarter.

Slice it your way

The same score, three useful views.

An average hides the story. Switch between agents, teams and channels to see who is doing well, where support would help and which channel needs attention.

  • Celebrate the agents customers love
  • Find the team that needs a hand
  • Compare voice, chat, SMS and email side by side
  • Maya
    94%Consistently high
  • Diego
    88%
  • Priya
    81%Worth a conversation
  • Sam
    91%

Illustrative CSAT, not measured data.

Over time

See what a change really did.

A dip in March, a recovery by May. With scores kept over time, you can connect a result to the thing that caused it, whether that was a new script, a staffing gap or a coaching push.

Historical reports can be shaped to your needs and sent to your BI tools, so happiness sits alongside the rest of the numbers you already review.

Put the numbers to work

A score is only useful if someone acts on it.

01

Coach with customer evidence

A low score for one agent or skill points to where support will help most. Pair it with quality scores and the coaching plan writes itself.

See AI coaching
02

Spot a struggling channel early

When email slips while chat climbs, the channel view shows it. You can then rebalance work or fix what is slowing replies, before customers drift away.

See Omnichannel
03

Keep staffing honest

Happiness often falls when queues are stretched. Comparing scores with coverage shows whether a dip is a people problem or a planning one.

See Workforce Planning
Outcomes

Customers heard, service improved.

Feedback with context

Every score is tied to an agent, a team and a channel, so you know where to look.

Direction, not snapshots

Trends over time show whether changes are working, long before an annual review.

Recognition that is earned

Customer praise is visible, so great service gets noticed and not just counted.

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Related

Explore more on the platform

FAQ

CSAT & NPS tracking — frequently asked questions.

What is CSAT and NPS tracking?expand_more

It collects customer happiness scores after contacts and tracks them by agent, team and channel over time, so you can see how service is really being received.

How are customers asked for feedback?expand_more

Post-contact surveys can go out by voice, SMS or email after each contact, whichever fits how the customer reached you.

What is the difference between CSAT and NPS?expand_more

CSAT measures how satisfied someone was with a single interaction. NPS measures how likely they are to recommend your business, which reflects the wider relationship.

Can I see scores for individual agents and teams?expand_more

Yes. Happiness is tracked by agent, team and channel, so you can compare, spot leaders and find where support would help.

Where do these scores fit with analytics?expand_more

They sit inside AI Interaction Analytics, alongside sentiment analysis and historical reporting, so customer-reported happiness sits next to what the conversations show.

Do I need technical skills to set it up?expand_more

No. Surveys and reports are configured in the platform, and your team does not need to write any code.

Hear what customers think, then get better at it.

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