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Tracking Customer Feedback and Satisfaction

Written by Shawn

Convi captures two distinct kinds of shopper feedback β€” per-message thumbs (was this answer good?) and conversation-level CSAT (was the whole chat good?). This article explains where each comes from, where to find them, and how to use both.

In this article

  • The two feedback signals

  • Per-message thumbs

  • Conversation-level CSAT

  • Where feedback shows up

  • The Analyze β†’ Overview view

  • The Conversations inbox view

  • Filtering by feedback

  • Turning feedback on or off

  • Acting on negative feedback

The two feedback signals

Signal

What it rates

When it's captured

Message thumbs up / down

A single AI message

Shopper clicks the thumb under any AI message during the chat

Conversation CSAT

The whole conversation

After the conversation resolves, Convi shows a rating prompt (Auto-end conversation)

They're independent. A shopper can thumb-down one assistant message and still rate the conversation positively, or thumb-up several messages and still rate the overall chat negatively if the final outcome wasn't satisfying.

Per-message thumbs

During a chat, the shopper can click πŸ‘ or πŸ‘Ž under any individual assistant message. When they do, the message stores their feedback. In the Conversations inbox, you'll see a badge under that message:

  • Positive feedback by user β€” green, thumbs-up icon.

  • Negative feedback by user β€” amber, thumbs-down icon.

These badges are also a signal Convi itself uses β€” repeated thumbs-down on similar questions surfaces as a knowledge gap in Analyze β†’ Recommendations.

Conversation-level CSAT

After a conversation ends, Convi can show a rating prompt β€” a title, a thumbs-up / thumbs-down choice, and (on thumbs-down) a free-text "Negative reason" field. The copy of this prompt is configurable per language under Settings β†’ Language β†’ {language} β†’ Auto-end conversation:

  • Title β€” the heading on the prompt.

  • Negative reason β€” the label on the free-text follow-up.

  • Negative placeholder β€” placeholder in the textarea.

  • Negative button β€” the submit-button label.

  • After submission β€” toast/message shown after the shopper submits feedback.

To turn the prompt on or off, open Publish β†’ Widgets β†’ Bubble β†’ Customer satisfaction feedback β€” "Collect customer satisfaction feedback through a like or dislike rating after resolving the user's inquiry."

Where feedback shows up

Both signals surface in two places:

Surface

What you see

Analyze β†’ Overview

Aggregate CSAT chart + aggregate thumbs-up / thumbs-down counts

Conversations inbox

Per-conversation satisfaction on the User data card; per-message thumbs in the transcript

You don't have to export anything. Both views update in near-real-time as feedback comes in.

The Analyze β†’ Overview view

Two cards near the bottom of the Analyze β†’ Overview page:

  • Customer satisfaction over time β€” a line chart of daily average CSAT (1–5) across rated conversations. "Average customer satisfaction rating (1–5) per day across rated conversations."

  • Message feedback β€” a side-by-side card showing total Thumbs up and Thumbs down counts and percentages for the window, with a vs previous period badge on each.

Use the chart to see trends (is quality climbing or slipping?) and the message-feedback card to see absolute volumes (how many negative messages did we serve this week?).

The Conversations inbox view

In Conversations, the right-hand User data card shows the conversation's satisfaction:

  • User's satisfaction β€” Positive, Negative, or Unknown.

  • If the shopper left a negative free-text reason, a small info icon next to the value reveals it in a tooltip.

Inside the transcript itself, per-message thumbs render as badges directly under the AI message that was rated.

Filtering by feedback

In the Conversations inbox filter bar you can filter by Customer feedback:

  • Upvote β€” only conversations the shopper rated positively.

  • Downvote β€” only conversations the shopper rated negatively.

  • Unknown β€” conversations with no rating.

This is the fastest way to triage problems. Filter to Downvote every Monday, open each conversation, and look at the assistant's answers. Each one is a specific improvement opportunity.

Turning feedback on or off

  • Per-message thumbs are part of the widget. To toggle the customer-satisfaction conversation-level prompt, use Publish β†’ Widgets β†’ Bubble β†’ Customer satisfaction feedback.

  • Auto-end conversation copy (title / negative reason / button / after-submission message) is configured per locale under Settings β†’ Language β†’ {language} β†’ Auto-end conversation.

ℹ️ Note: Don't disable feedback to inflate your CSAT. Negative feedback is the most valuable signal your assistant produces. Read it; act on it.

Acting on negative feedback

A short triage loop you can run weekly:

  1. Conversations β†’ Filters β†’ Customer feedback β†’ Downvote.

  2. Open each conversation and read the assistant's responses.

  3. For each problem, decide:

    • The assistant didn't know something β†’ Train β†’ Content β†’ Add knowledge (or use Analyze β†’ Recommendations β†’ Add answer if the gap is already on the list).

    • The assistant knew but answered weirdly β†’ check Train β†’ Rules β€” write a rule for that situation.

    • The assistant should have handed over β†’ check Train β†’ Abilities β†’ Handover to human scenarios.

  4. Re-test the question in Evaluate β†’ Playground to confirm the fix.

Most "bad CSAT" weeks resolve into 3–5 specific gaps. Closing those usually fixes the trend.

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