Quality reviews and customer satisfaction surveys
Implement quality management reviews and customer satisfaction surveys by configuring
the content and survey rules that determine the scoring criteria and questions asked in the
survey.
Pega Customer Service
uses survey rules for both quality management and customer satisfaction survey processing.
You can set rating categories for reviews and surveys that are based on the total survey score calculated by the system.
With
Pega Customer Service, you can differentiate surveys first by work type (the class name that the survey applies to) and then by decision rules that specify custom criteria.
You can configure the criteria used to determine which customer interactions initiate customer satisfaction surveys. During interaction wrap-up, the application calculates a Net Promoter Score™
based on the response to this question: On a scale of 0-10, how likely are you to
recommend us to a friend? This response can be used to drive future interactions
with the customer. The Net Promoter application, bundled with core Pega product, is an
optional component of Pega Customer Service. When installed, the application
generates follow-up cases for managers and supervisors to investigate. If you are using the Net Promoter application, determine how the follow-up
cases from Detractor or Passive scores will be handled. The NPS survey embedded section (NPSRatingInWrapUp) in wrap-up has been configured to
not display using a Visibility Condition. To enable display of the NPS section during
interaction wrap-up, remove the Visibility condition in the appropriate interaction class for
the relevant section, for example, PegaCA-Work-Interaction.CAWrapUpCommon
for all applications except Pega Customer Service for Insurance or
PegaCPMI-Work-Interaction.CAWrapUpCommon for Pega Customer Service for Insurance. The following section assumes that the Visibility condition (referenced above) has been
removed. During interaction wrap-up, Pega Customer Service will calculate a Net
Promoter scores based on the response to this question. On a scale of 0-10, how likely are you to recommend us to a friend? The Net Promoter Score question UI is contained in the section
PegaCA-Work.NPSRatingInWrapUp. To remove the NPS question from your wrap-up process, copy the
CAWrapUp section for your interaction class into your site-specific ruleset and delete the
embedded section for NPSRatingInWrapUp. In Pega Customer Service, the question detail is stored on the interaction
object itself upon clicking Submit. Pega Customer Service will calculate the response and quantify the interaction as one of the following. This detail can be used in future interactions to set the Interaction Goal property and to
drive specific application behaviors when configured. Pega also offers a Net Promoter Framework. If installed, answering the Net Promoter question
in wrap-up also creates a Net Promoter object. When the response is
Detractor or Passive, a follow-up case is
created. Configuring survey rules
Fields Description Category Enter the name of the category to be evaluated. Question Enter the text question that is to be displayed to the person responding to the
survey. Weight Enter the integer or decimal value that is used as a weighting factor when
calculating the survey score for this category. Level 1-5 scores Enter the numeric score for each level that can be selected for the category.
Configuring survey rating categories
Field Description Total Score Enter the evaluation criteria as (for example, < or
<) and total score. Overall Rating Enter the text that you want to associate with the score. Default Enter the default text; surround the text by quotes. Configuring survey selection
Determining interactions to survey for customer satisfaction
Defining Net Promotor Score settings
Changing Net Promoter settings
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