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