Trigger: Conversation Closed
Automate surveys and reports as soon as a conversation is closed in your inbox.
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
- Open Workflows → create a new workflow.
- Open the "Conversations" category.
- Drag "Conversation closed" onto the canvas.
- (Optional) Filter by source or resolution-time range.
- Connect the action: CSAT survey, notification, tag.
- 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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