Commit Graph

7 Commits

Author SHA1 Message Date
Pranav
a8b302d4cd feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full
story. A drop in rating can come from delayed timelines, unclear
expectations, or simple misunderstandings, even when the issue itself
was handled correctly.

Review Notes for CSAT let admins/report manager roles add internal-only
context next to each CSAT response. This makes it easier to interpret
scores properly and focus on patterns and root causes, not just numbers.


<img width="2170" height="1680" alt="image"
src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5"
/>


### Why this matters

* Capture the real context behind individual CSAT ratings
* Clarify whether a low score points to a genuine service issue or a
process gap
* Spot recurring themes across conversations and teams
* Make CSAT reviews more useful for leadership reviews and
retrospectives

### How Review Notes work

**View CSAT responses**
Open the CSAT report to see overall metrics, rating distribution, and
individual responses.

**Add a Review Note**
For any CSAT entry, managers can add a Review Note directly below the
customer’s feedback.

**Document internal insights**
Use Review Notes to capture things like:

* Why a score was lower or higher than expected
* Patterns you are seeing across similar cases
* Observations around communication, timelines, or customer expectations

Review Notes are visible only to administrators and people with report
access only. We may expand visibility to agents in the future based on
feedback. However, customers never see them.

Each note clearly shows who added it and when, making it easy to review
context and changes over time.
2026-01-15 19:53:57 -08:00
Shivam Mishra
105f9a27d2 feat: more CSAT filters (#7038)
* refactor: use grid instead of flex

* refactor: let the parent layout decide the spacing

* feat: add a separate date-range component

* refactor: use new date-range component

* fix: destructure all options

* refactor: separate group by component

* refactor: better handle group by data

* fix: defaul group by

* refactor: variable naming

* refactor: use DATE_RANGE_OPTIONS directly

* chore: update platform in gemfile.lock

* refactor: trigger fetch on filter change

* refactor: remove redundant method

* refactor: simplify methods and emitting

* refactor: simplify filter logic

* refactor: simplify fetching

* refactor: imports

* refactor: prop name

* refactor: CSAT response to use new APIs

* refactor: use common filter event

* refactor: use computed value for validGroupBy

* refactor: better function names

* refactor: rename prop

* refactor: remove redundant props

* refactor: separate agents filter component

* feat: add labels filter

* feat: add inboxes filter

* fix: event

* refactor: send label and inbox along with request payload

* feat: add inbox filter

* feat: add inbox to download

* refactor: use request payload from computed property

* refactor: params

* feat: add team to csat filters

* feat: add team to csat filters

* feat: add filter for rating

* feat: reverse options

* feat: add labels for ratings and translations

* feat: update translation

* fix: margin and spacing

* fix: trailing whitespace

* feat: add tests for filters

* chore: move files

* feat: add try catch with alerts

* feat: update import

* fix: imports

* Updates broken imports

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Nithin David Thomas <1277421+nithindavid@users.noreply.github.com>
2023-05-18 22:50:46 +05:30
Shivam Mishra
37b9816827 feat: more events tracking for SaaS (#6234) 2023-01-17 21:53:40 -08:00
Pranav Raj S
47f04ee3fe chore: Add an option to download CSAT Reports (#4694) 2022-05-17 21:01:45 +05:30
Aswin Dev P.S
b94e67f5d7 feat: Add agents filter in CSAT reports (#4106)
* add agents filter in csat reports
2022-03-04 03:49:26 -08:00
Pranav Raj S
3d18ec9e40 feat: Add date-range filter on CSAT Reports (#2622) 2021-07-14 20:15:57 +05:30
Pranav Raj S
cb44eb2964 feat: Add CSAT reports (#2608) 2021-07-14 10:20:06 +05:30