In this article:
Add a simplesat survey to Kustomer
Simplesat allows you to create a CSAT or NPS survey that you can embed Kustomer email templates.
Authenticating with Kustomer
You'll need to authenticate your Kustomer account before installing any integration. Don't worry, you only need to do this once. π
Start off by opening Kustomer and going to settings > security > api keys.
Click add API key, set the role to org and expires (in days) to no expiration. Then click create.
Copy the API key as we'll need it later.
Next, click here to access the Kustomer integration page and click authenticate.
At API key fill in the key you just copied.
At base URL:
If you're a US customer, set this to:
https://api.kustomerapp.com/v1
If you're a EU customer, then set this to:
https://api.prod2.kustomerapp.com/v1
Anywhere else, set this to what is nearest to your location.
Note: if your integration doesn't seem to be working, then the base URL is probably set to the wrong setting.
Pull conversation details
Each time your customer provides a rating, Simplesat will associate the following information with the response.
Object | Data collected |
Conversation | ID, Subject, Priority, Type, Channel |
Requester (Customer) | ID, Name, Company |
Responder (Assignee) | ID |
All information gathered through the API will override fields sent through URL parameters.
Here's an example of how this will look in Simplesat:
To enable this, go to the Kustomer integrations page by clicking here.
Scroll down to pull ticket details and click activate integration.
Sync feedback to conversation note
Simplesat can sync feedback to the related conversation as an internal note.
Here's an example of how this will look in Kustomer:
To set this up, go to the Kustomer integrations page by clicking here.
Scroll down to sync feedback to conversation note and click activate integration.
Add rating and sentiment to conversation tags
Simplesat can display the rating and sentiment in a related conversation's tags.
Here's an example of how this will look in Kustomer:
To set this up, go to the Kustomer integrations page by clicking here.
Scroll down to add rating and sentiment to conversation tags and click activate integration.