Reviews and CSI follow-up requires pulling delivery records, drafting personalized outreach, and monitoring multiple review and survey sources. Doing this manually spreads attention across many tools and often delays outreach and follow-up on negative feedback.
The automated version sends review requests and reminders the moment a delivery is confirmed and continuously monitors incoming responses. It flags negative feedback for immediate follow-up and keeps records updated in real time.
The full workflow, from trigger to completion.
The workflow starts automatically the moment a vehicle status changes to delivered.
The automation pulls the customer name, salesperson, and vehicle detail and writes a personalized review request.
The drafted email with review and CSI survey links is sent within minutes of delivery.
A follow-up text reminder goes out automatically if the email is not opened within 24 hours.
When a review or CSI response comes in, the automation scores the sentiment and severity of the feedback.
For flagged negative responses, the assigned manager is prompted to call the customer directly.
Every response, positive or negative, is recorded automatically with score, source, and status.
A daily summary and any urgent flags are posted to the marketing manager's channel.
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