How Workflows work
Find out how Workflows can keep your Customer Experience ahead of the curve!
Billie Bradley avatar
Written by Billie Bradley
Updated over a week ago

Workflows automates the manual process of tracking and monitoring important customer feedback and metrics.

With Workflows you'll be able to:

  • Track a particular type of feedback – whether it’s a bug or a critical issue that your customers occasionally encounter

  • Monitor business metrics, KPIs, or support tickets

  • Take action based on certain triggers – such as a KPI hitting a specified threshold

Set up a Workflow for the things you care about and let Chattermill do the heavy lifting to alert you when there’s a change πŸ‹οΈβ€β™‚οΈ

All you need to do is, login to Chattermill and navigate to the Workflows tab on the bottom left of your page

  • πŸ’₯ Trigger - select what type of information you want to be alerted about – this can be a new response received from customers, a change in net sentiment or NPS.

  • πŸ“ˆ Condition - set up the conditions under which you want the alert to work. You can choose among a variety of options, including theme, tag, keywords, segments, product name, version, and more.

  • βœ… Action - Β in the current build, you can choose among email, tag, webhook, or slack. In future releases we will build integrations with Jira, Zendesk, Salesforce, and more.

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