Surveys · CSAT · NPS

Ask how it went inside the chat.

When a chat ends, the survey appears in the same WhatsApp or web chat: tap a star, add a line, done. Tickets get theirs by email and in the portal. The answer lands on the customer’s record, and a low score rings the team leader.

WhatsApp · the chat just resolvedChat survey

  1. Reply: Terima kasih kerana menghubungi Teras Home. Bagaimana layanan kami hari ini?Thanks for contacting Teras Home. How was our service today?
  2. Tap to answer

    • ★★★★★ Sangat baik (tapped)
    • ★★★★ Baik
    • ★★★ Sederhana
    • ★★ Kurang baik
    • ★ Tidak baik
  3. Customer: Terima kasih, sangat membantu.Thank you, very helpful.
  4. Rated 5 / 5 on Aisyah’s record

    With her comment, on the same timeline as the chat and the ticket.

Illustration. Teras Home’s chat survey asked in WhatsApp, in Bahasa Malaysia, after a resolved chat. The comment and the 5 / 5 are the ones on Aisyah’s real record; the question wording is an example.

Feedback today

The survey arrives by email three days later. Nobody answers.

  • “Our CSAT comes from a handful of people.”

    The customer chatted on WhatsApp. The survey went to an inbox they never check, from an address they don’t know.

  • “We find the angry ones in the monthly report.”

    A one-star rating sits in a survey tool until someone exports it. By then the customer has left.

  • “The score lives in another tool.”

    Support sees a rating, sales sees a deal, and neither sees both on the same customer.

In the chat

The survey is asked in the chat the customer was already in.

When a chat ends, the survey comes up right there. On WhatsApp the answers are buttons or a list; on web chat they’re chips to tap. Nobody has to open an email or a link.

  1. WhatsApp: buttons for three answers or fewer, a list for more
  2. Web chat: tappable chips under the last message
  3. In English, Bahasa Malaysia and Chinese
A customer asks on WhatsApp at 11:40 pm, in Bahasa Malaysia, when her sofa will arrive; the after-hours chatbot replies in her language

Aisyah’s WhatsApp chat with Teras Home. The survey is asked in this same conversation when it ends.

Your questions

Stars, NPS or your own questions, one to ten of them.

Build each survey yourself: stars, thumbs, faces, yes or no, NPS, one or several choices, short or long text. Show a question only when an earlier answer matches, so a low score gets a “what went wrong?”.

  1. One survey for chats, one for tickets
  2. “Show if” an earlier answer matches
  3. Each language’s wording kept beside the default

Chat survey

On

  • English · default
  • Bahasa Malaysia
  • 中文
  1. 1

    Stars

    How was our service today?

    Required · the score question

  2. 2

    Long text

    What could we have done better?

    Show if question 1 is 3 stars or fewer

  3. 3

    NPS, 0–10

    How likely are you to recommend Teras Home to a friend?

    Optional

Low-score alert
2 stars or fewer, or NPS 6 or less, rings the agent and their team leader.
On WhatsApp
Asked only inside the 24-hour window, never after an abandoned chat, once per customer per cooldown.
Illustration. A chat survey in Settings → Surveys: three languages, three questions (one shown only after a low score), the low-score alert and the WhatsApp rules. The questions are examples.

Tickets too

Tickets get their survey by email, and in the customer portal.

Resolve a ticket and the customer gets a survey link by email. They can also answer it in the portal, next to the ticket. A ticket that came in on WhatsApp can be asked in its chat.

  1. A link by email after every resolved ticket
  2. The same survey in the customer portal
  3. The score on the ticket and on the customer’s timeline
The message left after hours became a ticket with its category, source and SLA, linked to the WhatsApp chat

TKT-1201, Aisyah’s ticket, resolved. A resolved ticket is what sends the ticket survey.

Low scores

A low score rings the agent and their team leader.

Set what counts as low. When an answer is at or under it, or NPS is 6 or less, the agent and their team leader get a bell, while the customer still remembers the chat.

  1. Stars at or under your threshold
  2. Thumbs down, “no”, or NPS 6 or less
  3. The rating and comment on the customer’s timeline
One customer record: the WhatsApp chat, the ticket, the reply, the CSAT rating and the new deal on one timeline

Aisyah’s record: “CSAT 5 / 5” with her comment, beside the resolved ticket, the WhatsApp reply and the deal.

Results

Reports → Surveys: response rate, CSAT, NPS and every answer.

See how many surveys went out and came back, the CSAT and NPS, and every question’s answers. Filter by agent, team or channel, and export a CSV.

  1. Response rate, CSAT and NPS
  2. Every question’s answers, comments included
  3. By agent, team and channel, with CSV export

Reports → Surveys

Export CSV

  • Chat survey
  • Last 30 days
  • Every agent
  • Every team
  • Every channel
Asked
40Chat surveys asked
Answered
1845 % response rate
CSAT
83 %15 of 18 gave 4 or 5 stars
NPS
+427 promoters, 2 detractors of 12

1. How was our service today?

18 answered · average 4.2

  • 5 stars10
  • 4 stars5
  • 3 stars1
  • 2 stars1
  • 1 star1
Illustration. Reports → Surveys for the chat survey. The counts are an example; the measures are the report’s own: the response rate, CSAT as the share of scored answers that gave 4 or 5 stars, and NPS.

Polite by default

Never after an abandoned chat, and never too often.

On WhatsApp the survey goes out only inside the customer’s 24-hour window. It isn’t sent after a chat the customer abandoned, and a cooldown keeps one customer from being asked again too soon.

  1. Inside the 24-hour window only
  2. Not after an abandoned chat
  3. A cooldown you set, per customer
A WhatsApp conversation in the Axonave inbox, with a banner above it counting down the time left in the 24-hour window.

Mohd Irfan’s WhatsApp chat in our demo workspace: the banner counts down what’s left of his 24-hour window. The survey is asked only while it’s open.

Connected to everything else in Axonave

The score lands where the customer already is.

Surveys are part of the same inbox, helpdesk and CRM. A rating is on the chat, the ticket and the customer’s timeline without an export.

One customer recordchats · tickets · deals · AI answers

  • Omnichannel InboxWeb chat and WhatsApp
  • Chatbot & Flow BuilderAnswers saved to the CRM
  • AICited answers, hand-over
  • Knowledge Base & Help CentreWhat the AI answers from
  • HelpdeskTickets with SLAs
  • CRMLeads from every chat
  • Omnichannel inbox

    The chat survey is asked in the conversation the agent just closed.

  • Helpdesk

    Every resolved ticket can send its survey by email and the portal.

  • CRM

    Ratings and comments on the contact’s timeline, beside deals and tickets.

  • Reports

    Reports → Surveys sits in the same menu as chats and tickets.

See how it connects

One low score

Two stars at 4:12 pm. A call back by 4:30.

An example of what a low score sets off. The rating and the alert are what Axonave does; what the team leader does next is up to them.

  1. 4:05 pmAn agent resolves a WhatsApp chat about a late delivery.
  2. 4:05 pmThe survey is asked in the same chat, in Bahasa Malaysia, the language the customer wrote in.
  3. 4:12 pmTwo stars. Because the score is low, the next question shows: “What could we have done better?”
  4. 4:13 pm“Nobody told me the new date.” The agent and their team leader get a bell.
  5. 4:20 pmThe team leader opens the customer’s record: the chat, the ticket and the two stars on one timeline.
  6. 4:30 pmThey reply in the same WhatsApp chat with the new delivery date.

An example in Teras Home, our demo workspace. The times, the score and the words are illustrative.

WhatsApp · the chat just resolvedChat survey

  1. Reply: Terima kasih kerana menghubungi Teras Home. Bagaimana layanan kami hari ini?Thanks for contacting Teras Home. How was our service today?
  2. Tap to answer

    • ★★★★★ Sangat baik
    • ★★★★ Baik
    • ★★★ Sederhana
    • ★★ Kurang baik (tapped)
    • ★ Tidak baik
  3. Reply: Apa yang boleh kami lakukan dengan lebih baik?What could we have done better?
  4. Customer: Tiada siapa beritahu saya tarikh baru.Nobody told me the new date.
  5. Low score: a bell for the agent and their team leader

  6. Rated 2 / 5 on the customer’s record

    With the comment, on the same timeline as the chat about the late delivery.

Illustration. A low score in Teras Home’s WhatsApp chat survey, in Bahasa Malaysia: two stars, the follow-up question it brings up, the comment and the alert. The customer and the wording are an example.

Where an answer in the chat beats an email survey

Questions about surveys

Where do customers answer the survey?

In the chat they were in. On WhatsApp the answers are buttons or a list; on web chat they’re chips. Ticket surveys go by email link and are in the customer portal too.

Which question types can we use?

Stars, thumbs, faces, yes or no, NPS, one choice, several choices, short text and long text. One to ten questions, each shown only if an earlier answer matches, if you like.

Can the survey be in Bahasa Malaysia and Chinese?

Yes. Each survey can be in English, Bahasa Malaysia and Chinese, with the default language’s wording kept for every question.

Will customers be asked after every chat?

No. On WhatsApp it’s asked only inside the 24-hour window, never after an abandoned chat, and a cooldown you set keeps one customer from being asked again too soon.

What happens with a low score?

You set the threshold. An answer at or under it, a thumbs down, a “no”, or NPS 6 or less rings the agent and their team leader. The rating and comment are on the customer’s timeline.

Where are the results?

Reports → Surveys shows the response rate, CSAT, NPS and every question’s answers, by agent, team and channel, with CSV export. Ticket reports show their surveys too.

Which plan includes surveys?

Every plan. Surveys come with the Helpdesk and Chat modules, so Basic has them too.

Is there a free trial?

Yes. Try Pro free for 14 days, surveys included. No card needed.

See a survey answered inside WhatsApp.

A 30-minute demo: your questions, your languages, your channels. No slides.

We reply within one business day by email or WhatsApp.