Changelog
Follow up on the latest improvements and updates.
RSS
new
NPS
CSAT
Integration
SmileBack-Sidekick Integration
SmileBack is available in Sidekick!
Shared users can quickly and easily access SmileBack client sentiment data in the Sidekick MS Teams bot. User will be able to resolve issues faster and improve client experience by having key client context at-hand while working service tickets, all through a single MS Teams interface.
- You can dynamically view Customer Satisfaction (CSAT) data for company and contact on a service ticket
- You can dynamically view Net Promoter Score (NPS) data for company and contact on a service ticket
new
Reporting
Project surveys
Export Projects Surveys data via .CSV
You can now quickly and easily export your Project Surveys responses data as a .CSV download.
You can also apply fliters to Projects Surveys responses and download the resulting view as a .CSV export. 

new
CSAT
ConnectWise PSA
Automation
CSAT "Group" Segments + Automations
"Group" values from ConnectWise PSA are now associated with CSAT reviews in SmileBack, enabling you to leverage groups to filter CSAT results and set more granular automations.
- You have the ability to associate CW PSA Group values with CSAT reviews
- You have the ability to view Group values in CSAT review details
- You have the ability to filter CSAT reviews by Group values
- You have the ability to create automations based on Group values
new
CSAT
Reporting
CSAT: Reporting for updated ratings
Ensure the integrity of your customer satisfaction results by exporting a batch list of all CSAT reviews where the rating was changed by an internal user.
This new feature is available on the CSAT Reviews screen, as an enhancement to the existing .csv export functionality.
new
Integration
Project surveys
Project Surveys data in BrightGauge
We've extended our integration with BrightGauge to include Project Surveys.
BrightGauge and SmileBack users can now add SmileBack Project Surveys as a data source in BrightGauge, in addition to the existing capabilities for CSAT and NPS.
Users can create gauges, reports and visualizations from survey key metrics and individual survey responses, gaining new insights into client sentiment, improving operational efficiency and more.

new
NPS
CSAT
Project surveys
Hide old agent/board/company names
You can now hide the names of Companies, Agents & Boards from your filter, automation and report menus in SmileBack.
This allows you to clean up your SmileBack interface by hiding values you no longer need (i.e. ex-clients, boards that were renamed) without removing that data from the reviews history. The hidden names are still present in the review details.
You can also view the hidden names and unhide them if you need to bring them back for any reason.
Try it out here: https://app.smileback.io/configuration/data/

new
CSAT
ConnectWise PSA
Market and Territory fields for CSAT reviews
Filter your CSAT reviews by the Market and Territory fields from ConnectWise PSA, so you can report on the segments most relevant to your business.
- Adds the company fields for "Market" and "Territory" from ConnectWise PSA to CSAT Review details
- Allows you to filter the CSAT Reviews and Analytics pages by these fields
We have fetched this data for all existing CSAT reviews so the filters in your account are already populated.

new
improved
NPS
Project surveys
Custom Domain Manager
We've made it easier to add and manage Custom Domains for NPS and Projects Surveys with our new Custom Domain Manager.
Access all your Custom Domain settings in one place, without having to start NPS or Project Survey set-up.
- Add new Custom Domains
- View and validate existing Custom Domains
- Easily find the DNS records for your Custom Domains again
This will make it easier for you to share your Custom Domain settings with your colleagues, and to check your Domains are working before sending a new NPS or Project Survey.

improved
Integration
Reporting
Project surveys
Project Survey data in the Replication API
We have enriched our Replication API with Project Survey responses, meaning you can now retrieve data from all three survey types.
This allows you to copy out your SmileBack reviews into storage or applications of your choice where you can create customized reporting, dashboards or automations.
You can explore our API authentication method and endpoints on our dedicated Swagger page: https://app.smileback.io/api/docs/

improved
NPS
CSAT
Project surveys
German localization
We now offer user-facing text in German for all three surveys (CSAT, NPS, Project Surveys) and the website widget. This means ay wording seen by your clients when they are answering a survey or viewing the website widget. Los gehts!


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