Automatically sends personalized follow-up emails based on customer survey scores, addressing detractors with urgent outreach and engaging promoters for advocacy.
This workflow is designed for customer experience and success teams who want to maximize the value of their NPS or CSAT survey programs. By automating personalized follow-ups based on customer ratings, teams can close the feedback loop effectively while prioritizing high-impact interventions for at-risk customers.
The process begins when a customer submits an NPS or CSAT survey response, immediately triggering a personalized follow-up workflow. The system intelligently branches based on the customer's score, categorizing them as either a Detractor (0-6 NPS), Passive (7-8 NPS), or Promoter (9-10 NPS), or using equivalent CSAT thresholds. Each category then receives a different AI-generated response tailored to their satisfaction level.
For detractors, the workflow alerts the CSM team and generates an empathetic, apologetic email acknowledging their concerns and offering direct assistance. Passives receive acknowledgment of their feedback with a specific request for improvement suggestions. Promoters are thanked warmly for their support and gently invited to consider sharing a testimonial or referral. This personalized approach shows customers that their feedback is valued and acted upon, improving overall satisfaction and retention.
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Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?
Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.
And test it! Learn what works and what doesn't.
Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.
Draft a personalized follow-up email for a customer who gave us a low satisfaction score. Use the following information:
Customer Name: {customerName}
Company: {companyName}
Survey Type: {surveyType} (NPS or CSAT)
Score Given: {score} (on a scale of 0-10 for NPS, 1-5 for CSAT)
Feedback Comment: {feedbackComment}
Assigned CSM: {csmName}
CSM Email: {csmEmail}
Account History: {accountHistory}
The email should:
1. Come from their assigned CSM
2. Express genuine concern and appreciation for their feedback
3. Acknowledge the specific issues mentioned in their feedback (if any)
4. Apologize sincerely for their negative experience
5. Offer a specific next step (e.g., schedule a call to discuss improvements)
6. Include the CSM's direct contact information
7. Demonstrate urgency and commitment to resolving their concerns
The tone should be empathetic, personal, and solution-oriented. Avoid generic corporate language or excuses.
Draft a personalized thank-you email for a customer who gave us a high satisfaction score. Use the following information:
Customer Name: {customerName}
Company: {companyName}
Survey Type: {surveyType} (NPS or CSAT)
Score Given: {score} (9-10 for NPS, 4-5 for CSAT)
Feedback Comment: {feedbackComment}
Assigned CSM: {csmName}
Product Used: {productName}
Customer Tenure: {customerTenure}
The email should:
1. Express genuine appreciation for their high rating and positive feedback
2. Reference specific points from their feedback if available
3. Thank them for their continued partnership
4. Include a soft, non-pushy ask for one of the following (choose the most appropriate):
a. A testimonial or case study if they're a long-term successful customer
b. A review on a relevant platform (G2, Capterra, etc.)
c. A referral if they mentioned knowing others who could benefit from our solution
5. Make it easy for them to say yes by including relevant links
The tone should be warm, appreciative, and not overly transactional. Make them feel valued while making any ask feel like an opportunity rather than an obligation.
Draft a personalized follow-up email for a customer who gave us a middle-range satisfaction score. Use the following information:
Customer Name: {customerName}
Company: {companyName}
Survey Type: {surveyType} (NPS or CSAT)
Score Given: {score} (7-8 for NPS, 3 for CSAT)
Feedback Comment: {feedbackComment}
Assigned CSM: {csmName}
Product Features Used: {featuresUsed}
The email should:
1. Thank them for taking the time to provide feedback
2. Acknowledge that while they seem satisfied, we're committed to making their experience even better
3. Reference any specific points from their feedback
4. Ask a direct, specific question to uncover what would make them more enthusiastic about our product/service
5. Mention 1-2 relevant features or resources they might not be fully utilizing (based on their usage data)
6. Offer assistance in optimizing their experience
The tone should be helpful and curious rather than defensive. Focus on genuine improvement and show that their specific feedback matters to us. Make it easy for them to respond with additional insights.
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