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We are gathering customer feedback from Zendesk tickets and it looks like ticket csat response comes through in Catalyst. Is there a way for me to make a dashboard: On the account level-- so I can see average of zendesk responses over time for a particular account On a global level-- all zendesk responses over time…
Hi Catalyst Community, Is there anyway to create tasks with personalized information based off something that has happened in the account? For example, when NPS scores come through from a contact - we want our CSMs to be alerted if the contact is associated to their account. Using a playbook, it seems you can only…
Difficulty Level: Run Time Investment: 45 minutes We know how important feedback is, and it’s equally important to those sending feedback to feel heard. Follow-up via automation can ensure your customers keep providing feedback. The video below will guide you through: Creating a survey feedback follow-up playbook Branching…
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