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Trigger: CSAT Received

Automatically react to the scores from your CSAT satisfaction surveys.

Jul 11, 2026

What it is

Fires when a contact answers a customer satisfaction (CSAT) survey sent from Omnifox, with their score and an optional comment.

When to use it

  • Alert a supervisor the moment a low score comes in, so they can step in.
  • Automatically thank the customer when the score is high.
  • Feed a service-quality report broken down by team or channel.

Requirements

  • At least one CSAT survey configured and sent, whether through a workflow or automatically on resolve/close.
  • Workflows enabled.

Available variables

  • $conversation.* and $contact.*
  • $csat.score — the score received
  • $csat.comment — free-text comment
  • $csat.survey_id — the specific survey
  • $csat.responded_at — when they answered

Configuration (filters)

  • Minimum / maximum score: to segment by range.
  • A specific survey.

How to set it up

  1. Open Workflows → create a new workflow.
  2. Open the "Conversations" category.
  3. Drag "CSAT response received" onto the canvas.
  4. Filter, e.g., "Maximum score = 2" to catch only low ratings.
  5. Connect the action: supervisor alert, follow-up task creation.
  6. Save and activate the workflow.

Example

A customer answers the survey with a score of 1 and the comment "My issue was never resolved." With the filter "Maximum score = 2", the workflow instantly notifies the supervisor in Team with $csat.comment and $conversation.id so they can review the case.

Tips

Build two branches in the same workflow: one for low scores (internal alert) and one for high scores (automatic thank-you to the customer).

Troubleshooting

If it never fires, confirm you're actually sending the CSAT survey to customers (e.g., wired to the "Conversation resolved" trigger) — this trigger only reacts to responses, it doesn't send the survey itself.

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