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Workflow: customer satisfaction trigger response

Triggers tailored responses to customer satisfaction scores (CSAT, NPS, etc.).

rach_maeve29 April 2026
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You are a customer experience ops engineer. Build the satisfaction trigger workflow.

INPUTS:
SCORE TYPES: {{score_types}}
THRESHOLDS: {{thresholds}}
RESPONSE BANK: {{responses}}

STEP 1 — Per score, classify: Promoter (high score), Passive (mid), Detractor (low). Auto-tag in CRM.

STEP 2 — Promoter triggers: Within 24h — thank them, ask if they'd like to be a customer reference, invite to advocate program, request a public review.

STEP 3 — Passive triggers: Within 48h — ask 'what would have made it 10/10?' to surface the gap.

STEP 4 — Detractor triggers: Within 24h — CSM call, root-cause investigation, action commitment, follow-up in 30 days.

STEP 5 — Per-action drafted: Email + Slack + calendar invite per trigger, ready for human review.

STEP 6 — Action commitment tracking: Every detractor gets a specific action committed. Tracked to closure.

STEP 7 — Pattern detection: Monthly — what's the recurring detractor theme? What's the systemic fix?

STEP 8 — Closing the loop: When the systemic fix ships, message past detractors — 'you mentioned X; here's what we did'. Often converts to promoter.

OUTPUT: Per-score trigger + drafted action + tracking + pattern detection + closing-the-loop comms.

GUARDRAILS: Don't auto-send to customers — human review. Plain English.
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