Customer Satisfaction (CSAT) Surveys

Who can use this feature?

CSAT surveys are a feature available to Dialpad Sell and Dialpad Contact Center customers on the Pro and Enterprise plans.

Learn more about Ai CSAT and dramatically increase CSAT insights  across your customer base

CSAT insight for every customer interaction – Ai CSAT analyzes 100% of your inbound calls
More accurate view of CSAT – balance out polarized high, or low CSAT dominating opinions found in traditional surveys with Ai on every call
Increased response rates – move from a 5% to 75% response rate
Identify Agent performance – granularity down to the agent. See how work from home agents are performing as easily as in the office
Democratize CSAT – businesses that don’t even collect CSAT still get benefit from Ai

Surveys give you a way to measure customer satisfaction (CSAT) by collecting data on the experience you're providing to your callers.

Create a CSAT Survey

From Dialpad.com, navigate to Admin Settings > Office > Office Settings > Call Center Surveys.

Select Add CSAT Survey, then enter the name of the survey.

Use the slide-out menu to customize your survey. Here are the options:

Survey Pre-amble: Let your customers know there will be a short survey at the end of their call. This message will be played after your Call Center welcome message before your customer is connected to an Agent.
Survey Intro: This message plays to the caller immediately after the Agent hangs up. Use it to let your caller know you appreciate them staying on the line for a quick survey.
Survey Question: Ask your customers how satisfied they were with their experience today. Don't forget to ask them to leave a rating where 1 is the lowest and 5 is the highest.
Enhance with Vi: Once your caller has provided their rating, you can optionally ask them to explain why they chose that score. Let your callers know how to press 1 to save their response. Voice Intelligence will record and transcribe the response.
Thank You Message: Plays after your customer's response has been received.

You can edit these options at any time even after the CSAT survey is created. We recommend starting with text-to-speech for each, then you can try audio recording.

Please keep in mind that only one question can be asked in a survey.

Apply a CSAT Survey

From Dialpad.com, navigate to Admin Settings > Office > Office Settings > Call Center Surveys.

Select Options > Apply to Call Centers and select which Call Centers will use the survey.

CSAT Analytics

From Dialpad.com, navigate to Analytics and filter for the Call Center you'd like to observe.

Select Ai CSAT in the tab, then you'll see scores and response rates over time.

If you scroll to the bottom, you'll see an Agent leaderboard. It organizes the average CSAT score for an Agent, the change from the last period compared to the current filtered time period, as well as the number of responses they've received.

Select Export > Send Report to receive a CSV file via email that includes records of all survey responses. It'll reveal caller information, agent information, and the scores received.

Other areas you'll find CSAT results are in your Call History page and at the top of your Call Summary. When you create a shared Call Summary link, we currently exclude the CSAT response for that call for viewers of your shared link.

Frequently Asked Questions (FAQs)

What call types can be used with CSAT surveys?

Inbound only at this time.

How can I find call recordings of the calls with surveys?

Once you've downloaded a CSV file, you can take that information to your Calls List to filter for that agent as well as the date and time of the call. If you have call recording set up, you can listen or download the recording from here.

Which Agent receives the CSAT survey result if multiple Agents handled a call?

If a call is transferred from one Agent to another Agent, the last Agent will receive the associated CSAT score.

How is the survey response rate calculated?

The survey response rate the percentage of surveys with responses out of all the surveys sent. Read our article on changes made to Survey Response rate in March 2022.

For IVR (DTMF):

All Surveys with responses / All surveys where the survey audio started
If the customer hangs up before the survey is presented to them, it is not counted in the number of surveys sent, however if they hang up during the survey they are considered to have had the survey sent to them.

For SMS:

See our Ai CSAT article to learn more about how to get access to SMS surveys.
All surveys with responses / All surveys sent over SMS
We do not send SMS texts to numbers that cannot receive them.

What is the CSAT score when it's shown as a percentage?

We’ve added CSAT score as a percentage to follow industry standards of reporting CSAT as a percent of satisfied customers.
It is calculated by: Positive CSAT responses (4 & 5s) / all CSAT responses

Why did my response rate decrease for my IVR(DTMF) CSAT survey after March 31, 2022?

In creating the new experience we found a bug in the calculation of survey responses that was not computing it as a total of surveys sent. We’ve corrected this so that now all survey response rates are retroactively fixed. Read our recent changes made to Survey Response rate.