Published at: 2026-09-17

Satisfaction rating


Scenario

Configure customer satisfaction ratings after the session.

Before you begin

Before enabling the new satisfaction-rating version, review the impact of disabling the legacy Service Evaluation feature. The change cannot be reversed.

Configuration steps

Step 1: Configure satisfaction-rating rules

Path: Online Customer Service > Satisfaction Rating Settings
Screenshot: satisfaction evaluation > [!WARNING] > If your organization has used the legacy Service Evaluation feature, enabling the new version disables it permanently.
After you enable this feature, it applies to all WeChat and web channels. You can configure sending conditions and Record Type values for each channel.
Screenshot: satisfaction evaluation
[!NOTE] Call Center and the web/WeChat channel share the same satisfaction-rating object. Record Type distinguishes the channels. The web/WeChat channel uses the preset Online Customer Service record type and layout. Adjust the layout and collection fields to match your requirements.

Step 2: Configure the evaluation interface

The preset layout is intended for internal users. Create a separate layout for end users to complete.

Expected Result

  1. Complete a test session with a support agent.
  2. End the session and confirm that the visitor receives the satisfaction-rating prompt.
  3. After submitting the evaluation, check whether the evaluation results can be viewed in Operational Analysis.

FAQ and troubleshooting

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