How to use CSAT

Owned by Long Nguyen, created
Last updated: Jun 24, 2024 by Phat Nguyen Ba
3 min read

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

You must have “Administer” permission to configure CSAT in that project.

Instructions

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

Access to CSAT in project
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.

image-20240624-043540.png

  • 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

Please make sure that the Enable button is turned on

  • Manage General function.

  • Manage Automation function.

Trigger Event and Filter by JQL is an AND conditioner.

  • Manage Questions function in survey.

  • Manage Email function.

  • Manage Permission function.

  • Manage Slack integration function.

  • Click Save when you finish configuring CSAT.