How to use CSAT

This tutorial was created for new administrators to familiarize themselves with the general interface and features of CSAT.

Instructions

1. After the installation, go to a project and click on the “Satisfaction” option in the left tab to enable CSAT.

Open

Accessing to CSAT in a project

2. For first-time access, you have to enable CSAT in the pop-up panel

• Choose which status that you want to trigger CSAT.

Open

• Click Enable to finish.

3. You will see the Dashboard after enabling CSAT

• The Dashboard contains the report, which is presented by the Date Filtering, for you to catch up.

4. All Feedback tab - All feedback are listed by Date Filtering

5. Leaderboard tab - counted by assignees

6. Engagement tab

7. Configuration

• Manage General function.

• Manage Automation function.

• Manage Questions function in survey.

• Manage Email function.

• Manage Permission function.

• Manage Slack integration function.

• Click Save when you finish configuring CSAT.