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Workflow · Inbox

Unhappy CSAT → follow-up task

A rating of 2 or less becomes a task to call the customer back.

Use in EraAll templates
3 steps · 3 apps
How it looks in the workflow editor
  1. Trigger
    A customer rated a conversationInbox
  2. 1Flow
    Choose a path by conditionWorkflow
  3. 2Action
    Create a taskTasks
  4. DoneLogged in the run history

How it works

3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Inbox

    A customer rated a conversation

    The flow starts the moment this happens in Inbox — nobody needs to press a button.

  2. 2

    Flow · Workflow

    Choose a path by condition

    A condition is checked; the next step runs only when it holds.

  3. 3

    Action · Tasks

    Create a task

    A task with its description is opened for someone on your team; it shows in the task list and notifications.

Apps it uses

  • Inbox
  • Workflow
  • Tasks

To run it

  • Modules switched on: Inbox, Era
  • Picking it in Era and looking it over once

Business setups that include this workflow

Similar templates

Start with Unhappy CSAT → follow-up task

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era