Follow up right after checkout or a closed ticket
CSAT scores arrive without context. Support and success teams cannot see which step failed or what rescue worked.
Solution Comparison
What this solution is
- Post-purchase and support follow-up chats
- Context assets shown mid-conversation
- Automatic analysis after each session
What this solution is not
- A ticketing system
- An email drip campaign tool
- A billing or payment processor
How it works
- 1
Pick a template
Start from post-purchase or support follow-up templates and adjust objectives.
- 2
Wire your trigger
Share links from receipts, emails, or your backend via the REST API invite flow.
- 3
Attach help assets
Upload context the agent can surface when someone mentions setup or delivery issues.
- 4
Keep sessions brief
Aim for quick CSAT-style chats that still ask one meaningful follow-up.
- 5
Close the loop
Route themes to owners and compare waves after process changes ship.
Frequently Asked Questions
Q:Can I send invites from my own system?
Yes. Use the REST API to mint personalized invite URLs when an order completes or a ticket closes.
Q:Will response rates drop vs a one-click form?
Sessions are longer than a single click, but explained answers reduce back-and-forth later. Many teams use both: a score plus an optional chat link.
Q:Does analysis run automatically?
Yes. When a participant finishes, structured notes and KPIs update in the study dashboard.
Try a post-interaction study
Clone a CSAT template, connect your first invite flow, and review themes after week one.