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:

“Please rate your experience: 🔘 Excellent 🔘 Average 🔘 Poor”

B. Automatically (After Chat Ends)

• If enabled in configuration, WhatsApp4Dynamics 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 WhatsApp-approved templates (via WhatsApp Business Platform or Twilio).

• Users respond using buttons or quick replies, ensuring consistent formatting and easy response tracking.

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