Send NPS Surveys After Customer Onboarding

The agent monitors your onboarding milestones and triggers an NPS survey once a customer has completed key setup steps or reached a defined usage threshold. Timing the survey to this moment, rather than an arbitrary date, yields higher response rates and more meaningful feedback.

Responses are collected, categorized (promoter, passive, detractor), and summarized. Detractor responses trigger an immediate alert to your customer success team so they can follow up before the customer churns.

This closed-loop system turns NPS from a vanity metric into an actionable retention tool, catching at-risk customers early and amplifying the voices of your biggest advocates.