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Send CSAT/NPS surveys and close the loop | Agent Desk

Agent Desk

Send CSAT/NPS surveys and close the loop

Trigger surveys by channel and capture scores back on the ticket.

CSAT survey
Email/SMS surveys

Overview

Trigger surveys by channel and capture scores back on the ticket.

Problem

Feedback is sporadic and not linked to agent coaching or process changes.

Solution

Agent Desk sends email/SMS surveys post-resolution and pushes results to InsightLake; QA and coaching use the same records.

How it works

Configure timing and thresholds; auto-reopen with a task when low CSAT arrives. Dashboards show trends by topic and queue.

Who is this for

Support Manager Ops / QA

Expected outcomes

  • Faster recovery on low-CSAT tickets
  • Clear linkage between service quality and coaching

Key metrics

CSAT response rate

Baseline

9 %

Target

18 %

Low-CSAT recovery time

Baseline

48 hours

Target

12 hours

Gallery

CSAT survey
Email/SMS surveys

Downloads & templates

Case studies

GamingCo turns detractors around

Closed-loop workflows improved CSAT by 0.5 in a quarter.

Gaming SMB EMEA

Security impact

  • Survey responses & ticket references · PII: yes (contact identifiers)

Compliance

  • GDPR (consent & purpose)

Availability & next steps

Team Pro Enterprise