Set up and use surveys
Create a survey to assess and report on your customer's experience with your employees.
Before you begin:
You must be set up as a user with the admin or manager role, depending on your product.
Enable satisfaction surveys on an inbox to automatically gather general feedback from customers about their experience. For more specific insights, you can create custom surveys and use them in targeted
campaigns or within the inbox to collect customer feedback on particular topics.
Satisfaction surveys
What to do next:
View and analyze the survey results in
Analytics to help track trends and improve service.
Custom surveys
What to do next: To view and analyze the survey results, select
.