Agent Forms Recipe · Customer Success

NPS Auto-Triage

Survey responses don't just get tallied — detractors get a recovery plan before they churn.

What this recipe does

  • Classify each response as promoter, passive, or detractor
  • Draft a tailored win-back email for detractors
  • Alert the CS manager when scores fall below your threshold
  • Log the response and sentiment to your CRM

How NPS Auto-Triage works, step by step

Attach this recipe to any form and every new submission runs through these steps automatically — no prompts to write, no workflow to maintain.

1

Classify the response

Each survey response is classified as a promoter, passive, or detractor based on score and sentiment in any open-text comments — not just the numeric rating alone.

2

Draft a win-back email

For every detractor, the agent drafts a personalized recovery email that acknowledges their specific feedback and offers a next step — ready for your CS team to review and send before the relationship cools further.

3

Alert your CS manager

When scores from a key account or segment fall below your defined threshold, the agent alerts the responsible CS manager immediately, instead of waiting for a weekly report to surface the trend.

4

Log to your CRM

Every response, score, and sentiment tag is logged against the customer's record in your CRM automatically, building a longitudinal view of satisfaction without manual data entry.

See it in action

One submission to a form with this recipe attached — here's what happens before a human even sees it.

Submission received

How likely are you to recommend us?

NPS scale (0–10)

What's the main reason for your score?

Long text

Email

Email

Agent finishes the job
Classified: Detractor (score 3)
Win-back email drafted
CS manager alerted — Acme account
Logged to CRM with sentiment tag

Who NPS Auto-Triage is for

Customer success teams running regular NPS or CSAT surveys

Account managers who need early warning on at-risk accounts

Teams without a dedicated CS ops function to triage feedback manually

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