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Help Centre · Customer experience

Does this customer response simply need a review—or follow-up?

Reread the response, the score given, and the available comment before deciding what to do. An unusual response may deserve a check, but it should not automatically lead to a conclusion about the customer.

Immediate answer

Read the response before deciding

A response collected through a survey should be reread within the exact framework of the relevant question and scale. When an applicable rule, category, or segment is actually displayed or documented in the flow, it may guide the review. The response format, its value, any comment, the date, and the available context may all contribute to the review. None of these elements determines the assessment on its own. A response to review only indicates that a separate human check may be useful. The possible creation of a case and assignment of a priority are later steps.

Reading framework

Identify the response and customer involved

Before interpreting feedback, check the elements that define the question and what is actually visible in the flow.

Question

Identify the relevant question

Locate the question to which the response relates so its original meaning is preserved.

Format and scale

Understand the response form

Check whether it is a choice, a value on a scale, short text, or a comment, depending on the available formats.

Visible response

Record the available information

Record the choice, value, or text actually available in the interface. The form and level of detail may vary by flow.

Language

Check the language variant

When multiple languages are used, check the visible language and the meaning of the corresponding question.

Applicable reference point

Check the conditions that apply

Review only the reference points actually displayed or documented for the relevant question. Their presence and configuration options may vary.

Rule or category

Use the reference point that actually applies

A rule, category, or segment may help structure the reading when available.

Limit: this reference point proves neither the cause of a situation, its urgency, nor the customer’s future behaviour.

NPS context

Limit segments to their original framework

When an NPS question and its categories are actually used, the promoter, passive, and detractor segments must be interpreted only within that framework.

Limit: they are not universal thresholds for other questions or scales.

Remember: a rule or segment organizes the reading; it does not automatically turn a response into a proven cause, urgency, case, or priority.
Contextualized reading

Reread the comment before going further

Use the information actually available without assuming that a history, service record, or automated grouping is always present.

Available comment

When text is displayed, read it in the context of the question and flow.

Limit: an isolated comment does not prove a general cause and does not automatically represent the entire customer relationship.

Flow context

When available, information related to the booking, appointment, or service may help place the response in context.

Limit: this information may be incomplete or may not explain the expressed perception on its own.

Feedback date

The date helps place the event in time.

Limit: it does not automatically determine severity, urgency, or the need for a case.

Available history

When relevant history is displayed, use it as additional context.

Limit: its content and level of detail may vary; it does not predict the customer’s future reaction.

Grouping or summary

When a grouping, theme, or automated summary is actually displayed, verify it against the available original responses.

Limit: an automated grouping may simplify or misinterpret certain elements and does not replace human review.

Conceptual overview

Decide whether follow-up is actually useful

This flow keeps the levels separate and presents each step as a human review, not a universal automatic process.

01

Response reviewed

The available response to the relevant question is reviewed.

Limit: a response does not prove an objective cause on its own.

02

Question and scale identified

The question, response format, and any scale are identified.

Limit: interpreting a value without its original framework may lead to an incorrect conclusion.

03

Rule or segment checked

The reference point that actually applies to this question is reviewed when it exists.

Limit: a rule, category, or segment guides the reading without predicting future behaviour.

04

Context reread

The team rereads the available information related to the question, booking, appointment, or service, depending on the flow.

Limit: the visible context may be incomplete.

05

Separate follow-up or no additional action

The team determines whether a separate human check is useful at this stage.

Limit: this decision does not automatically create a case, priority, offer, or corrective action.

Support

Document unexpected behaviour

Specify the page and flow, the question and response format, the relevant choice, value, or comment without unnecessary personal data, the visible rule, category, or segment when one exists, the available context, the exact result or message observed, approximate date and time, and a sanitized screenshot if useful. Never send a password, authentication code, key, token, technical secret, or unnecessary personal information.

Contact support

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