Creating Surveys

Survey section allows you to create standard surveys and CSAT survey. The only difference between them is that CSAT survey gets triggered automatically to cases, which has been soft closed.

  1. Click on Surveys under Publish section


  1. Click on the Create Survey to create new survey.


In order to trigger the automated response to SOFT CLOSED cases, you will need to enable MAR AS CSAT and choose the profile. This will enable the auto-trigger to all the soft closed cases from the profile.

The other details of the survey creation are a standard process, which can be achieved by following the steps. In case you have any doubt, please request for a training session with support team so that we can enable your team.

Other features of Surveys include:

  1. Viewing the responses of the Survey.
  2. Viewing the analytics of the Survey Results.
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