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ERP.AI Customer Feedback System

Customer Feedback System

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Modules

Survey designBuild CSAT, NPS and CES instruments with a clear scoring basis. Campaigns and deliveryReach eligible customers with approved surveys and controlled reminders. Response captureKeep completed answers valid, private and connected to the survey customers received.
Customer follow-upGive attributable low scores an owner, due date and reviewed outcome. Feedback analyticsRead CSAT, NPS and CES with the population and scoring rules behind each result. Themes and experimentsLearn from customer comments and test survey wording on a stable basis.

Customer Feedback System

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Pricing Frequently asked questions Get started
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Processes

Survey to approved campaignPublish the instrument and approve the exact campaign before launch. Event to accepted responseDeliver an eligible invitation and accept one valid response.
Low score to reviewed follow-upAssign attributable customer outreach and independently review the result. Feedback to comparable insightCombine trustworthy metrics, customer themes and controlled experiments.

Customer Feedback System

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Pricing Frequently asked questions Get started
Build with Proto

Industries

Subscription businessesConnect onboarding effort, relationship health and customer recovery. Customer support teamsUnderstand interaction satisfaction without losing team and customer boundaries.
Commerce and service businessesCollect checkout, service and custom feedback at a useful point in the customer journey.

Customer Feedback System

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Pricing Frequently asked questions Get started
Build with Proto

Reference

Roles and permissionsGive each team the customer insight and decisions it owns. Reports and analyticsRead the metric, sample and population behind customer feedback. Data modelKeep survey instruments, invitations, responses and follow-up evidence aligned.
IntegrationsConnect customer identity, event triggers and delivery with explicit ownership. ImplementationConfigure the survey moments, people and controls your program needs. Agent referenceUse Proto to configure surveys, delivery controls and customer follow-up.

Customer Feedback System

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Survey designBuild CSAT, NPS and CES instruments with a clear scoring basis.Campaigns and deliveryReach eligible customers with approved surveys and controlled reminders.Response captureKeep completed answers valid, private and connected to the survey customers received.Customer follow-upGive attributable low scores an owner, due date and reviewed outcome.Feedback analyticsRead CSAT, NPS and CES with the population and scoring rules behind each result.Themes and experimentsLearn from customer comments and test survey wording on a stable basis.
Processes
Survey to approved campaignPublish the instrument and approve the exact campaign before launch.Event to accepted responseDeliver an eligible invitation and accept one valid response.Low score to reviewed follow-upAssign attributable customer outreach and independently review the result.Feedback to comparable insightCombine trustworthy metrics, customer themes and controlled experiments.
Industries
Subscription businessesConnect onboarding effort, relationship health and customer recovery.Customer support teamsUnderstand interaction satisfaction without losing team and customer boundaries.Commerce and service businessesCollect checkout, service and custom feedback at a useful point in the customer journey.
Reference
Roles and permissionsGive each team the customer insight and decisions it owns.Reports and analyticsRead the metric, sample and population behind customer feedback.Data modelKeep survey instruments, invitations, responses and follow-up evidence aligned.IntegrationsConnect customer identity, event triggers and delivery with explicit ownership.ImplementationConfigure the survey moments, people and controls your program needs.Agent referenceUse Proto to configure surveys, delivery controls and customer follow-up.
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Customer Feedback System References
Reports and analytics2 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Reports and analytics

Read the metric, sample and population behind customer feedback.

Org NPS Trend

Quarterly NPS at Org and per Segment / Region / Plan / AccountOwner, trailing 8 quarters with Promoter / Passive / Detractor mix and period-over-period movement. Drills into the per-Cohort view (e.g. New customers vs. Tenured) and into the per- AccountOwner leaderboard. The CX Manager's daily landing report and the board-deck input.

Feedback analytics · View preview

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

CSAT by Channel & Agent

Per Period: CSAT Average, Top-2-Box, Bottom-2-Box, ResponseRate by Channel (Email, Chat, Phone, Portal), drilling into AgentTeam × Agent. Highlights channel-specific dips and per-agent variance. The Support Manager's coaching report.

Feedback analytics · View preview

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

CES by Flow

Per Period: average effort score and high-effort percentage per Flow (Onboarding, Renewal, SupportResolution, ProductCheckout). Surfaces friction hotspots in the customer journey.

Feedback analytics · View preview

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

Detractor & Followup Throughput

Detractor responses created in period, Followups opened, in-progress, resolved with median days-to-resolve and OutcomeCategory mix (Resolved / NotReachable / EscalatedToProduct / ChurnRisk / Recovered). Surfaces stalled followups and AccountManagers operationalizing recovery.

Customer follow-up · View preview

My Open Detractor FollowupsFollowups
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
YouStatusOpenInProgress
Open
FLL-70411CUS-152
FLL-45848CUS-135
FLL-42671CUS-169
InProgress
FLL-96298CUS-057
FLL-55652CUS-099
FLL-53278CUS-209

Themes & Sentiment

Mentions per Theme × Period × Scope with sentiment mix and rising / falling theme detection. Drills into representative quotes (PII-masked when configured). The qualitative companion to the quantitative scorecard.

Themes and experiments · View preview

Theme HotspotsComments
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PrimaryTheme != null
Masked TextSentimentPrimary ThemeSecondary ThemeClassified By
MT-343PositiveTHM-9090THM-9662AI
MT-975NeutralTHM-4152THM-7076Manual
MT-378NegativeTHM-5499THM-9787Hybrid
MT-713MixedTHM-1161THM-6064AI
MT-690PositiveTHM-9896THM-3457Manual
MT-898NeutralTHM-7389THM-1047Hybrid

Cohort Comparison

NPS / CSAT / CES per Cohort × Period side-by-side — e.g. Onboarding cohort vs. Tenured cohort, Enterprise vs. SMB, US-East vs. US-West. Supports the segmentation hypothesis the CX program is built on.

Feedback analytics · View preview

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

Participation & Response Rate

Per Campaign: invited, sent, opened, responded, suppressed (with SuppressedReason mix), bounced, response rate and days-to-respond distribution. Surfaces deliverability problems and survey fatigue.

Feedback analytics · View preview

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

Benchmark Variance

Org metrics vs. industry benchmark per Metric × Period × Scope — variance in NPS points, CSAT points, CES points. The "are we above or below industry" view, used in board prep and renewal conversations.

Feedback analytics · View preview

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

No reports are assigned to this role. Select Everyone to see all reports.

Decisions supported

Compare accepted response populations with a fixed instrument, period and scope. Queued sends, unavailable benchmarks and zero denominators remain distinct from a customer score.

Org NPS Trend

Quarterly NPS at Org and per Segment / Region / Plan / AccountOwner, trailing 8 quarters with Promoter / Passive / Detractor mix and period-over-period movement. Drills into the per-Cohort view (e.g. New customers vs. Tenured) and into the per- AccountOwner leaderboard. The CX Manager's daily landing report and the board-deck input.

Explore Feedback analytics

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

CSAT by Channel & Agent

Per Period: CSAT Average, Top-2-Box, Bottom-2-Box, ResponseRate by Channel (Email, Chat, Phone, Portal), drilling into AgentTeam × Agent. Highlights channel-specific dips and per-agent variance. The Support Manager's coaching report.

Explore Feedback analytics

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

CES by Flow

Per Period: average effort score and high-effort percentage per Flow (Onboarding, Renewal, SupportResolution, ProductCheckout). Surfaces friction hotspots in the customer journey.

Explore Feedback analytics

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

Detractor & Followup Throughput

Detractor responses created in period, Followups opened, in-progress, resolved with median days-to-resolve and OutcomeCategory mix (Resolved / NotReachable / EscalatedToProduct / ChurnRisk / Recovered). Surfaces stalled followups and AccountManagers operationalizing recovery.

Explore Customer follow-up

My Open Detractor FollowupsFollowups
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
YouStatusOpenInProgress
Open
FLL-70411CUS-152
FLL-45848CUS-135
FLL-42671CUS-169
InProgress
FLL-96298CUS-057
FLL-55652CUS-099
FLL-53278CUS-209

Themes & Sentiment

Mentions per Theme × Period × Scope with sentiment mix and rising / falling theme detection. Drills into representative quotes (PII-masked when configured). The qualitative companion to the quantitative scorecard.

Explore Themes and experiments

Theme HotspotsComments
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PrimaryTheme != null
Masked TextSentimentPrimary ThemeSecondary ThemeClassified By
MT-343PositiveTHM-9090THM-9662AI
MT-975NeutralTHM-4152THM-7076Manual
MT-378NegativeTHM-5499THM-9787Hybrid
MT-713MixedTHM-1161THM-6064AI
MT-690PositiveTHM-9896THM-3457Manual
MT-898NeutralTHM-7389THM-1047Hybrid

Cohort Comparison

NPS / CSAT / CES per Cohort × Period side-by-side — e.g. Onboarding cohort vs. Tenured cohort, Enterprise vs. SMB, US-East vs. US-West. Supports the segmentation hypothesis the CX program is built on.

Explore Feedback analytics

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

Participation & Response Rate

Per Campaign: invited, sent, opened, responded, suppressed (with SuppressedReason mix), bounced, response rate and days-to-respond distribution. Surfaces deliverability problems and survey fatigue.

Explore Feedback analytics

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14

Benchmark Variance

Org metrics vs. industry benchmark per Metric × Period × Scope — variance in NPS points, CSAT points, CES points. The "are we above or below industry" view, used in board prep and renewal conversations.

Explore Feedback analytics

Org NPS TrendNPSScores
Survey designCampaigns and deliveryResponse captureCustomer follow-upFeedback analyticsThemes and experiments
PublishedOrg
PeriodRespondent CountPromotersPassivesDetractorsNPSScore
PRD-4064617181113.04
PRD-2255024161028
PRD-47824879-4.17
PRD-193431323713.95
PRD-43249151123-16.33
PRD-807421515127.14
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