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Post chat survey window is a window where visitors can leave evaluative comments and rate agents’ performance after chat. Post chat survey helps you gather clients’ feedback, evaluate employees’ performance and identify improvement opportunities. |
Step by Step Instructions
（1）Log in to the Cloudfon CX Panel.
（2）In the left navigation bar, go to Omni Widget > My Widget. Select a Widget from the My Widget drop-down list,
（3）Go to Web-chat.
（4）Go to the Post-chat tab and turn on the Post-chat toggle key to enable your Post-chat window.
（5）Customize the Greeting Message.
（6）In the Fields section, click the Add Item link.
（7）In the Add a Field window, you can select any of the available fields or click the New Field link to create a new field. Add a Field name, select the Type from the drop-down list and click Save. And you can choose to set it as Visible, Required, or as both. Click OK to save the changes.
For example, you can add a field like “Comments”, and provide a text box for the users to type.
（8）Once the new field is saved in the Fields section, you can click on the Edit icon to edit and the Remove icon to delete it.
（9）Click Save. Click Live Preview button, you can view Preview.
Now you have set up your post-chat survey window. Your visitors can rate your agents’ chat performance after the chat. Here is a sample post-chat survey window showing up on your visitors’ screen:
