Workflow Rules

Workflow Rules
TABLE OF CONTENTS Who can receive these alerts? What alerts to use Overview Searching Workflow Rules Managing Ownership Receiving alerts via other co...
Wed, 24 Jan, 2024 at 3:11 PM
Microsoft Teams: Email Alerts and Automated Dispatched Reports
You can set up a simple, easy integration between CustomerGauge and Microsoft Teams.  The four options are Receive Alerts in Teams on a New Survey Res...
Fri, 3 Feb, 2023 at 11:00 AM
Slack Integration: Workflow Alerts and Report Dispatches
You can set up a simple, easy integration between CustomerGauge and Slack. The two options are Trigger Alerts on Survey Response Integration...
Tue, 15 Oct, 2024 at 9:30 PM
New Response: Close the Loop on-the-go
This feature allows teams to stay on top of their close the loop, enabling them to quickly update case status directly without a login process for a smooth ...
Wed, 15 Nov, 2023 at 3:34 PM
New Response Alerts
TABLE OF CONTENTS Introduction Who can receive these alerts? Good to know Example Rules How do Priorities work How to set up Rule Criteria Data con...
Wed, 16 Oct, 2024 at 3:10 AM
Lack of Response Alerts
Allows account managers to be alerted when they have not received a response from a contact who was sent a survey invitation. The number of days after which...
Thu, 31 Aug, 2023 at 6:04 PM
New Email Bounces Alerts
Sending a notification to your Account Managers will help them ensure they're gathering the feedback they expect to get. Who can receive these alert...
Thu, 31 Aug, 2023 at 6:04 PM
Case Not Closed Alert
    This alert allows account managers to be alerted via email as soon as a case that is open or in progress hits a time threshold specified, giving more c...
Thu, 31 Aug, 2023 at 6:05 PM
Workflow History
The Workflow History logs information on triggered alerts that have happened in the last 90 days and shows the information ordered from most recent to oldes...
Wed, 21 Sep, 2022 at 3:01 PM
Close-the-Loop AI Assistant
TABLE OF CONTENTS Introduction Format Options Email Response Template Bullet Point Summary Phone Script Requirements & Availability Privacy ...
Wed, 11 Dec, 2024 at 3:27 PM