Editor
Activity 26
1
Customer ▾·
Customer health check ▾·
Email ▾
⌃
📄 Survey via email Customer Automated
🗒 Customer health check ›
Message
Feedback on Our Collaboration — [our_company]
Hi [first], I'd love to hear your fresh thoughts on our collaboration so that we can continue improving…
Wait a total of 10 ▾ days for answers. Remind 2 ▾ times.
✉ Reminder
Message
Feedback on Our Collaboration — [our_company]
Hi [first]! A while back, I sent you a survey. I'd really appreciate if you could take a moment…
⚡
2
⚑ Critical feedback protection
▲ Score alerts
⚡ Logic · step 1 → step 2
⚑
Critical feedback protection
Holds critical answers for the account owner's review before the
internal stage · 3 detectors + gate
On
▲
Score alerts
Notifies the account owner when a contact's score crosses a
threshold
On
+ Add from library
View-only in v1 — defaults set by your organization
2
Internal ▾·
Internal feedback ▾·
Email ▾
⌄
3
Account owner ▾·
Internal feedback ▾·
Email ▾
⌄
⚡
1
▤ Round completion & reporting
⚡ Logic · when the automation completes
▤
Round completion & reporting
Compiles the round's results into the customer's report and updates
statuses · detail view not part of this prototype
On
+ Add from library
View-only in v1
+ Add step