Post-Chat Questionnaire

Designed to collect feedback or additional information either during or immediately after a support session.

Delivery Options:

A. Manually (During or After Chat)

• Agent sends a pre-approved post-chat template manually at any point.

• Example:

“Would you like to share your experience with our support today?"

B. Automatically (After Chat Ends)

• If enabled in configuration, TextSMS4Dynamics automatically sends the post-chat message once the agent clicks “End Chat”.

• Feedback is recorded in CRM for analysis and service improvements.

How It Works:

• All questions are built using Twilio.

• Responses are mapped to CRM fields and can be used to auto-create records like Leads, Contacts, or Opportunities.