📊 How do you properly track customer satisfaction?
Customerly Insights on Customer Satisfaction

📊 How do you properly track customer satisfaction?

In the ever-evolving world of customer support, understanding your customers' satisfaction has always posed a challenge.

🔍 Why It Matters: In today's competitive landscape, customer satisfaction is not just a metric—it's an essential component of your business strategy. By leveraging the latest CSAT functionality, you're not only tracking satisfaction; you're setting the stage for unparalleled customer experiences.

🚀 Introducing the revamped Customer Satisfaction (CSAT) functionality!

We're thrilled to announce a significant update to our CSAT feature, which now includes team filtering and enhanced insights. This powerful tool is designed to give you a granular view of customer satisfaction across every conversation, highlighting the impactful role AI plays in elevating customer support experiences.

What's New?

  • Team Filtering: Understand how different teams or individuals affect customer satisfaction. Dive deep into the data to identify areas for improvement or celebrate success.
  • AI-Driven Insights: See firsthand how AI interactions versus human interactions influence customer satisfaction. Use these insights to fine-tune your support strategy.


Understanding how to read and use Customer Satisfaction (CSAT) insights is crucial in maintaining high levels of customer service. With Customerly’s CSAT functionality, you have a wealth of data at your fingertips.

Here’s how to interpret and act upon the insights provided by the CSAT dashboard:

1. Overall Satisfaction Overview: The CSAT dashboard begins with an Overall Satisfaction section, which is visually represented by a color-coded bar chart. This chart is broken down into three segments indicating negative, neutral, and positive feedback percentages. It provides a quick snapshot of general customer sentiment over a selected period.

2. Conversation Rating Trends: Below the overall satisfaction bar, you'll find a line graph with overlaid bars, each color-coded to signify different ratings over time. This allows you to track the ebb and flow of customer satisfaction, correlate it with specific events or changes in your service, and take targeted action.

3. Detailed Feedback Analysis: At the bottom of the dashboard is the Feedback section, listing individual customer responses. This section is pivotal for qualitative analysis. You can view the customer's name, the team member they interacted with, the rating, the date, and their comment. This feedback is essential for understanding the context behind the ratings.

4. Filtering for Focused Insights: On the top right of the dashboard, you have the option to filter feedback by specific teams or teammates, which is invaluable for performance reviews and training purposes. The date interval picker lets you customize the time frame of the displayed data, allowing for periodical analysis or understanding the impact of specific changes over time.

5. Vote-Based Feedback Filtering: Use the feedback filters to sort customer comments based on their rating – from "Terrible" to "Amazing." This helps to prioritize areas needing immediate attention and to recognize areas where your service excels.

6. Exporting Data for Reporting: With the 'Download CSV' option, you can export the data for more detailed analysis or for sharing with stakeholders. This can be helpful for presentations, performance meetings, or when integrating insights into broader business analytics.

Best Practices for CSAT Optimization:

  • Regularly review CSAT scores and feedback to spot trends and patterns.
  • Use the data to inform training programs and highlight areas where support can be improved.
  • Celebrate positive feedback and share it with your team to boost morale.
  • Address negative feedback promptly and follow up with customers to turn their experience around.

By integrating CSAT insights into your daily operations, you can transform raw data into actionable insights, fostering a culture of continuous improvement and customer-centricity.

With Customerly’s CSAT insights, you’re not just collecting feedback; you’re building a roadmap to customer success.

Setting Up Is a Breeze:

  1. Enable CSAT Surveys: Simply navigate to the 'Customer Satisfaction' menu under 'Project Settings' > 'Feedback' in your Customerly dashboard.
  2. Configure Email Delivery: Adjust your email settings under 'Messenger' > 'General Settings' to ensure timely delivery of CSAT surveys post-conversation.
  3. Gather Feedback: Collect and analyze both quantitative satisfaction scores and qualitative feedback to understand your customers' experiences fully.

💡 Embrace the Future of Customer Support: With these enhancements, our goal is to empower you to make data-driven decisions, personalize your support efforts, and ultimately, drive customer loyalty to new heights.

Stay ahead of the curve by embracing the power of AI in customer support with Customerly. Dive into our insights tutorial to maximize the potential of your CSAT surveys and unlock the secret to superior customer satisfaction.

👉 Start optimizing your customer satisfaction journey today with Customerly's latest CSAT feature. Because when it comes to customer support, every conversation counts.

#CustomerSatisfaction #CSAT #AI #CustomerSupport #ProductUpdate #Customerly

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