Configure the satisfaction survey

The satisfaction survey is sent to the customer when a ticket is closed. You need to create the Action Cards for the survey menu before configuring it.

Enable and configure the survey

1. Go to Admin > Companies, select the company, and click the pencil.
2. Under Settings, open the Satisfaction Survey option.
3. Check the box to enable it.
4. Under Survey Menu Card, select the action card that serves as the survey menu.
5. Under Closure Time Without Response, set how long (hours and minutes) the survey stays open with no reply.
6. Under No-Response Closure Card, select the action card to close the survey when there is no reply.
7. Write the error message shown when the customer answers outside the valid options. You can use @nome and @cumprimento.
8. Set the number of allowed attempts before closing the survey due to repeated errors.
9. Select the action card for closing after exceeding the attempt limit.
10. Click Save.

Add the survey options

1. On the same company, open the Satisfaction Survey tab.
2. Click + to add an option.
3. Fill in: name, option format (letter or number), display order (starts at 0), and the action card linked to this option.
4. Save each option.