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Trigger: Conversation Closed

Automate surveys and reports as soon as a conversation is closed in your inbox.

Jul 11, 2026

What it is

Fires when a conversation moves to "Closed" — closed manually by an agent, via API, by another workflow, or by the system's automatic inactivity close.

When to use it

  • Send a satisfaction survey right after the chat closes.
  • Measure resolution times by team or channel.
  • Archive or sync the closed conversation to another system.

Requirements

  • Workflows enabled.
  • At least one channel with active conversations.

Available variables

  • $conversation.id, status, channel_id/type/name, assignee, assignee_team
  • $contact.*
  • $conversation.opened_timestamp / opened_by_source / opened_by_channel
  • $conversation.closed_timestamp / closed_by_source / closed_by / closed_by_team
  • $conversation.first_response_timestamp / first_response_by

Configuration (filters)

  • Source: agent, API, another workflow, automatic system close.
  • Channel type, team that closed it.
  • Minimum/maximum resolution time (minutes), to segment fast vs. slow closes.

How to set it up

  1. Open Workflows → create a new workflow.
  2. Open the "Conversations" category.
  3. Drag "Conversation closed" onto the canvas.
  4. (Optional) Filter by source or resolution-time range.
  5. Connect the action: CSAT survey, notification, tag.
  6. Save and activate the workflow.

Example

An agent manually closes a WhatsApp conversation resolved in 8 minutes. With the filter "Max resolution time = 15 min", the workflow automatically sends a satisfaction survey using $contact.phone and $conversation.id.

Tips

Use "Source = System (automatic close)" to exclude inactivity closes from your CSAT survey — they don't reflect real service.

Troubleshooting

If the survey sends twice, check you don't have another workflow also listening to "Conversation resolved" on the same channel — both triggers can overlap in your close flow.

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