Customer Satisfaction Score (CSAT) trigger distribution in Aircall

This article will show you how to start measuring Customer Satisfaction Score (CSAT) via triggers - automated emails after a call is ended - in your Aircall account.

You can either follow the integration video manual or follow the written documentation below the video.

Integration video manual

Written documentation

Requirements

Admin access to Nicereply
Admin access to Aircall

Connecting Aircall with Nicereply

1. Choose the CSAT metric in the “left menu” in your Nicereply account. Click on START CSAT. If you do not see the START CSAT button click on NEW SURVEY button in the top left corner. Then, Choose your primary CSAT question rating scale. Once you choose the survey rating scale it is not possible to change it later.

2. From distribution options choose TRIGGER

3. You’re on the app directory page now, click on Aircall icon

4. In the next step log in to your Aircall account and click Authorize - Nicereply will then connect automatically to your account and create Nicereply Webhook

5. Then add your users from Aircall to Nicereply. New users will get an automated email with login instructions from us.

Trigger activation in Aircall

6. You’re on the good way! The CSAT trigger is waiting for for activation.

7. You can manage the trigger behaviour in “Trigger settings”. When you’re ready hit the “activation” button.

Important! As you can see, the "Send After" option says "Send after x hours ticket is solved without a response from customer". In this case, the ticket stands for a call. This means that you are setting up the number of hours since the call resolution after which the survey is sent.

You can also filter (segment) your surveys by a tag or by a mailbox in Aircall. In this case, the mailbox equals the team.

When you're done editing your trigger settings click SAVE SETTINGS, hit the "activation" button, and activate your trigger to start distributing your surveys.

8. The last thing you need to do is to connect phone numbers to the Nicereply integration - if you do not connect any number the integration won't work. Go to your Aircall dashboard and click on Integrations.

9. As you can see Nicereply is listed in "My integrations" section, but there are no numbers connected to the integration. Now click Configure.

10. Now, click add or remove numbers. Then click "add an aircall number" and choose which numbers you want the integration to work for. When you're done don't forget to click Save in the top right corner. After you connect the numbers you'll see that the status of the integration will change to "Active".

Good job!

Nicereply will utilise your existing integration with Aircall and the workflow is follows:

1. After CSAT trigger activation Nicereply will start scanning the status of your calls on a regular basis

2. Nicereply will send the CSAT survey to the person your company had a call with after the call is ended - the only condition is that you need to have an email address of that person in the contact information

3. Nicereply will collect the CSAT ratings, push it to Aircall call records

and create Custom Insight card (you'll be able to see customer's last rating while calling with him/her connected to his/hers email address)