Introducing Auto Close with Survey!

Chat Data Team

Chat Data Team

on June 13, 2025

We're excited to announce Auto Close with Survey - a powerful new feature that automatically manages conversation lifecycles while gathering valuable customer feedback to help you improve your support quality.

🌟 What's New?

  • 🔹 Automated Conversation Management – Conversations automatically close after a configurable number of days (3, 7, or 14 days) following the last agent message, keeping your chat records organized.
  • 🔹 Customer Feedback Collection – Send customizable survey emails before closing conversations to gather customer satisfaction ratings.
  • 🔹 Intelligent Targeting – Limit surveys to conversations involving human agents only, conserving email credits while focusing on interactions where feedback matters most.
  • 🔹 Customizable Survey Emails – Fully personalize email subject lines and content with dynamic template variables including customer name, rating widget, conversation preview, and direct conversation links.
  • 🔹 Integrated Analytics – Survey results automatically appear in conversation records and analytics dashboards with rating distribution charts and trend analysis.
  • 🔹 Test Email Functionality – Preview survey emails before activation to ensure perfect formatting and content.

📌 How to Get Started?

Navigate to Settings > Live Chat > Enable Auto Close to configure your auto-close settings and customize your survey email templates. Use the test email feature to preview your surveys before going live!

Streamlined Operations: Reduce manual conversation management tasks
Actionable Insights: Gather customer satisfaction data to identify improvement opportunities
Cost Optimization: Smart targeting options help conserve email credits
Brand Consistency: Fully customizable email templates maintain your brand voice
Data-Driven Decisions: Integrated analytics help measure support quality trends

This feature enhances your customer support workflow by making it easier than ever to maintain organized conversations while gathering valuable feedback from your customers.

📖 For detailed setup instructions and configuration options, check out our comprehensive documentation.

Start setting up Auto Close with Survey today! 🚀

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