UnleashX Logo
Book a DemoLogin
OperationsCustomer SuccessNPS Automation

NPS-to-Case Routing Agent - Detractor Rescue Workflow

This template automates NPS collection across customer touchpoints and closes the loop by following up with detractors within 48 hours. It routes unhappy customers to a resolution team and asks promoters for referrals or reviews.

AI operates via

WhatsApp AutomationEmail AutomationSMS AutomationCRM Sync
Deploy This Template

How It Works

  1. 01

    Touchpoint trigger

    Survey dispatched after purchase, support resolution, or renewal.

  2. 02

    NPS question

    Single NPS question sent via WhatsApp, email, or SMS.

  3. 03

    Segmentation

    Responses segmented into Promoter, Passive, and Detractor.

  4. 04

    Closed-loop follow-up

    Detractors receive a call or message within 48 hours offering resolution.

  5. 05

    Referral ask

    Promoters invited to leave a review or refer a colleague.

See How It Works

The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.

Touchpoint trigger

NPS question

Segmentation

Closed-loop follow-up

Referral ask

Step 01

Touchpoint trigger

Survey dispatched after purchase, support resolution, or renewal.

Step 02

NPS question

Single NPS question sent via WhatsApp, email, or SMS.

Step 03

Segmentation

Responses segmented into Promoter, Passive, and Detractor.

Step 04

Closed-loop follow-up

Detractors receive a call or message within 48 hours offering resolution.

Step 05

Referral ask

Promoters invited to leave a review or refer a colleague.

Key Results

31%
NPS survey response rate
62%
Detractor resolution rate
+11 points
Net Promoter Score improvement
Frequently Asked Questions
Post-purchase, post-support, post-onboarding, and post-renewal are the most effective.
Within 48 hours of a detractor score being logged.
Yes, it works alongside Delighted, Medallia, Qualtrics, and custom systems.
Brands using this template see 24 to 40% response rates versus an industry average of 10%.
One reminder is sent after 72 hours to non-responders.

Related Templates

InsuranceCustomer Success

Churn Prediction and Win-Back Campaign

Identify at-risk customers and deliver personalised retention offers before they cancel.

View template
Banking & FinanceCustomer Success

Post-Issuance Card Activation and Training

Automated outreach to newly issued cardholders with feature training and activation.

View template
AutomotiveCustomer Success

Post-Service Customer Satisfaction Surveys

Automated satisfaction surveys with sentiment analysis and escalation for negative feedback.

View template

Integrate With Your Favourite Tools

200+Ready Integrations
99.9%Sync Accuracy
10xFaster Deployment
Notion
Analytics
Apollo
Salesforce
Asana
SendGrid
HubSpot
Slack
Intercom
Google Slides
Zoom
Notion
Analytics
Apollo
Salesforce
Asana
SendGrid
HubSpot
Slack
Intercom
Google Slides
Zoom
Google Calendar
Clay
Smallcase
ClickUp
Trello
Docs
WhatsApp
Firecrawl
YouTube
Freshwork
Zapier
Google Calendar
Clay
Smallcase
ClickUp
Trello
Docs
WhatsApp
Firecrawl
YouTube
Freshwork
Zapier
Google Docs
Gmail
Zendesk
Google Meet
Monday.com
Microsoft Excel
Airtable
Jira
Meta
Calendly
Odoo
Google Docs
Gmail
Zendesk
Google Meet
Monday.com
Microsoft Excel
Airtable
Jira
Meta
Calendly
Odoo

TRUSTED BY HIGH-GROWTH BUSINESSES

BajajCapital
BluParrot
NxgSecure
ShyamaPower
v2c
propertyPoint
edgyScribblers
BajajCapital
BluParrot
NxgSecure
ShyamaPower
v2c
propertyPoint
edgyScribblers

Ready to deploy this template?

Our team will configure this template to your CRM, compliance rules, and brand voice. Live in under 7 days.

Deploy This Template