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Business apps

Reviews

Email customers a short rating request after a solved chat or a finished booking, and show every rater your public review pages.

Who can use it: Owner, Admin and Agent, or a custom role with "Reply to, take over and assign conversations". Its settings need "Change workspace settings and connections" (Owner and Admin).

  1. Step 1: Switch on "Ask customers for a review"

    Open Reviews from Apps and press "Settings". When it is on, one email goes to each customer, at most once every 90 days. Under "When to ask", keep "After a solved chat", "After a finished booking" or both.

    Turning Reviews on from the Apps page switches this on too. Asks start from the moment it is switched on: chats and bookings finished before then are never asked about.

    Open review settings

  2. Step 2: Choose "How long after"

    "Right away", or after 1 hour, 2 hours (the default), 1 day or 3 days. "Most asks per day" caps how many go out in a day, 50 unless you change it. "Email my team about low ratings" emails your agents when someone gives 1 or 2 stars.

  3. Step 3: Add your public review pages

    Paste the https addresses of your "Google review link", "Facebook review link", "Yelp review link" or "Trustpilot review link", and up to 6 more with "Add another review link". Press "Save settings".

    Every customer sees these buttons after rating, whatever they gave.

    The Review settings with the asking switch, when to ask, and the public review links, and "Google review link" outlined
  4. Step 4: Know what customers see

    The email has five stars and a "Leave a review" button. It opens a page where the customer taps 1 to 5 stars, adds a comment if they like and presses "Send". The thank-you page then offers a "Review us on" button for each of your public pages.

    The public review page with five stars, a comment box and the "Send" button outlined
  5. Step 5: Open the Reviews list

    It shows how many were "Asked" and "Rated", the "Average rating" and how many "Went to a review site", then each ask with its rating, feedback, where it came from and its status.

    Open Reviews

    The Reviews list with two ratings and an open ask, the counts above it, and "Settings" outlined
  6. Step 6: Press "Ask for a review"

    To ask someone yourself: on a booking marked as done, or for people you select in Contacts. The ask goes out within five minutes.

Tips

  • A rating of 1 or 2 stars also adds a private note to the chat it came from.
  • Asks go out by email, in the customer's language when it is known.
  • The list shows the newest 100 asks.

Limits and switches

  • A chat or booking is asked about only when it has the customer's email. Unsubscribed addresses are never asked.

Stuck on a step? Ask our team