Collect Feedback Immediately After Key Moments

You want to: Understand how your customers feel right after the sale, support interaction, or onboarding, so you can act quickly and improve consistently.

Your AI agent can: Call customers shortly after a milestone and ask 1–2 feedback questions, capturing sentiment and surfacing low scores for follow-up.

Contact Sales

Industry: SaaS / Software & Apps

Business Goal: Customer Experience Improvement

Call Direction: Outbound

Agent Type: Feedback Agent

What can this AI Agent help you achieve?

Increase response rates

Reach more customers than email surveys ever could

Detect churn or referral signals early

Escalate low or high sentiment

Close the loop

Ensure feedback is captured and acted on

Use the agent when:

A deal is marked Closed-Won
Onboarding or activation is completed
A support ticket is resolved
A customer hits a 30/60/90-day milestone

What you need:

Clear trigger point in your CRM or onboarding workflow
Pre-defined scoring or tagging logic
Escalation rules for follow-up (e.g., CS owner, survey link, etc.)

How to set it up:

Trigger it:

After [Onboarding Completion]
After [Deal Closed-Won]
After [Ticket Resolution]

What it says (Sample dialogue)

“Hi [Customer First Name], this is [Agent Name] from [Company Name]. I just wanted to check in and ask how your experience has been so far — can I ask you a quick question?”

What it does next:

If positive → tag as [Promoter] or log score
If negative or neutral → escalate to [Customer Success Owner]
If no feedback → log disposition and retry or close loop

Setup prompt template

Setup Prompt Template

Objective:

Collect NPS/CSAT-style feedback from the customer after [Milestone or Trigger Event].

Scope:

Ask 1–2 short questions only.
Do not troubleshoot or defend issues — just listen and log.

Tone and Style:

Friendly, professional, and neutral
Helpful and curious — not overly scripted

Key Phrases to Use:

“Just wanted to check in and hear how things went.”
“How likely are you to recommend us to a friend or colleague?”
“I’ll make sure your feedback gets to the right team.”

Phrases to Avoid:

Don’t ask “Are you satisfied?” without context
Don’t overpromise or offer incentives

Required Actions:

Greet with [Customer First Name]
Ask the following feedback questions: (Add your questions, for example:)
– On a scale of 0 to 10, how likely are you to recommend us?
– What could we have done better?
If score is low or feedback is negative → tag + escalate to [Customer Success Owner]
If score is high → tag as [Promoter], log NPS or CSAT
If no response or unsure → log and exit or schedule follow-up

Escalation Rules: