feat: Improve CSAT responses (#11485)

# Pull Request Template

## Description

This PR introduces basic customization options for the CSAT survey:

* **Display Type**: Option to use star ratings instead of emojis.
* **Message Text**: Customize the survey message (up to 200 characters).
* **Survey Rules**: Send surveys based on labels — trigger when a
conversation has or doesn't have a specific label.

Fixes
https://linear.app/chatwoot/document/improve-csat-responses-a61cf30e054e

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

### Loom videos

**Website Channel (Widget)**

https://www.loom.com/share/7f47836cde7940ae9d17b7997d060a18?sid=aad2ad0a-140a-4a09-8829-e01fa2e102c5

**Email Channel (Survey link)**

https://www.loom.com/share/e92f4c4c0f73417ba300a25885e093ce?sid=4bb006f0-1c2a-4352-a232-8bf684e3d757

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
This commit is contained in:
Sivin Varghese
2025-05-16 14:18:52 +05:30
committed by GitHub
parent e9cda40b71
commit d0611cb7f2
26 changed files with 812 additions and 54 deletions

View File

@@ -2,6 +2,8 @@ class MessageTemplates::Template::CsatSurvey
pattr_initialize [:conversation!]
def perform
return unless should_send_csat_survey?
ActiveRecord::Base.transaction do
conversation.messages.create!(csat_survey_message_params)
end
@@ -9,8 +11,47 @@ class MessageTemplates::Template::CsatSurvey
private
delegate :contact, :account, to: :conversation
delegate :inbox, to: :message
delegate :contact, :account, :inbox, to: :conversation
delegate :csat_config, to: :inbox
def should_send_csat_survey?
return true unless survey_rules_configured?
labels = conversation.label_list
return true if rule_values.empty?
case rule_operator
when 'contains'
rule_values.any? { |label| labels.include?(label) }
when 'does_not_contain'
rule_values.none? { |label| labels.include?(label) }
else
true
end
end
def survey_rules_configured?
return false if csat_config.blank?
return false if csat_config['survey_rules'].blank?
return false if rule_values.empty?
true
end
def rule_operator
csat_config.dig('survey_rules', 'operator') || 'contains'
end
def rule_values
csat_config.dig('survey_rules', 'values') || []
end
def message_content
return I18n.t('conversations.templates.csat_input_message_body') if csat_config.blank? || csat_config['message'].blank?
csat_config['message']
end
def csat_survey_message_params
{
@@ -18,7 +59,18 @@ class MessageTemplates::Template::CsatSurvey
inbox_id: @conversation.inbox_id,
message_type: :template,
content_type: :input_csat,
content: I18n.t('conversations.templates.csat_input_message_body')
content: message_content,
content_attributes: content_attributes
}
end
def csat_config
inbox.csat_config || {}
end
def content_attributes
{
display_type: csat_config['display_type'] || 'emoji'
}
end
end