›Why satisfaction surveys need a structured workflow
NPS and CSAT surveys only drive improvement if they trigger automatically, capture responses reliably, and route detractors to recovery action before they churn. In most companies, surveys are sent manually in batches, responses live in a slide deck, and detractor follow-up is inconsistent.
Utilyx models satisfaction measurement as an executable workflow: auto-trigger after resolution, multilingual capture, conditional routing of detractors to escalation and promoters to testimonials, and a live dashboard.
›The automated NPS/CSAT workflow
- Auto-trigger: when a case is closed, the workflow sends an NPS or CSAT survey via the customer's preferred channel — email, in-app, SMS — in their language (7 languages supported).
- Capture: the customer rates via an embedded form or app widget; the score and verbatim are recorded on the case and customer record.
- Conditional routing — detractors: scores 0-6 (NPS) or 1-2 (CSAT) auto-route to a recovery workflow — the case is reopened, a senior agent or manager is assigned, and a follow-up call is scheduled within 24 hours.
- Conditional routing — promoters: scores 9-10 (NPS) auto-trigger a testimonial or review request routed to marketing, with consent capture.
- Dashboard: the live NPS/CSAT dashboard rolls up scores by team, product and channel. usePDF generates periodic satisfaction reports for executive review.
- Trend analysis: the workflow tracks score evolution per customer and segment, flagging declining accounts for proactive outreach.
›Concrete benefits
Teams using Utilyx lift response rates by 35% thanks to timely, in-context surveys, and recover 30% of detractors through automated escalation within 24 hours.
The no-code visual designer lets a CX manager own the survey and routing logic without developers, and the AI copilot builds the conditional routing from a plain-language description — 60% faster deployment at 70% lower TCO.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
Frequently asked questions
When are NPS/CSAT surveys triggered?
Surveys are auto-triggered on case closure, sent via the customer's preferred channel in their language (7 languages supported) — no manual batches.
What happens to detractor scores?
Detractor scores (NPS 0-6 or CSAT 1-2) auto-route to a recovery workflow: the case is reopened, a senior agent or manager is assigned, and a follow-up call is scheduled within 24 hours.
Can promoters be routed to testimonials?
Yes. Promoter scores (NPS 9-10) auto-trigger a testimonial or review request routed to marketing, with consent capture.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.
