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