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Measure the satisfaction and customer experience at the end of your conversations


The form allows you to measure your customers' satisfaction (CSAT: Customer Satisfaction), their propensity to recommend you to their entourage (NPS: Net Promoter Score) and gives them the possibility to leave a free comment.

1. Activating the form

Activate your form in the "Satisfaction Questionnaire" section under Targeting > Settings.




2. The questions

2.1 Customer Satisfaction


This step allows you to measure the satisfaction generated by the conversation visitors have had with a professional agent or an ibbü expert. Visitors can grade conversations from 1 to 5.

Visitors who gave a score of 4 or 5 are satisfied with the experience they have had.

⚠️ In case of transfer : When agent A receives a conversation and transfers it to agent B after answering it, the satisfaction rating will be given to both agents.

2.2 Net Promoter Score



The Net Promoter Score, also known as NPS, evaluates customer advocacy represented by your visitors’ likelihood to recommend your brand to their friends, family or colleagues.

When the NPS rating is displayed, the visitor can select a score from 0 to 10.
This allows iAdvize to split your visitors into three categories:
– 9 to 10: the promoters. These visitors are satisfied. They are likely to recommend your brand.
– 7 to 8: passive visitors. These visitors are neutral. They will not express a negative or positive opinion about your brand.
– 0 to 6: the detractors. These visitors are not satisfied. They are likely to express their dissatisfaction.


Deactivate the NPS question

On request, it is possible to deactivate the NPS question. The customer then proceeds directly to the next question.


👋  Want to disable the NPS? Talk to your main contact!


2.3 Free comment


Finally, this last step consists of an open-ended question. It allows your visitors to freely express themselves about their user experience while enabling you to identify which elements generate excellent satisfaction and which elements generate dissatisfaction.


Additional custom binary question

The custom binary question allows you to adapt the survey to your objectives. 

This feature can help you answer questions such as :

  • Does chat reduce my incoming calls?
  • Are my customers ready to buy after the conversation?
  • Is our customers' initial request answered after the conversation?

The results of the question are accessible from the conversation export.




👋  Would you like to use the custom binary question? Talk to your main contact!


3. Analyze your customer experience


Find your Customer Experience report in the Reporting section. This one centralizes the answers given to the form: Net Promoter, Customer Satisfaction and comments. It will give you access to 2 new data:

 - The Customer Satisfaction score
This data allows you to measure the satisfaction you generate with iAdvize.
Formula :

(Number of grades between 4 and 5) / (total number of responses) * 100

The Net Promoter Score
It enables you to measure your ability to be recommended by your customers.
Formula :

 NPS = % of promoters – % of detractors

NB : Promoters : notes from 9 to 10 / by the number of respondents et Detractors : notes de 0 to 6 / by the number of respondents.

The NPS score is considered good when it is positive.

First reply time : The first reply time is based only on the first "human" reply (Professional agents, expert...). It does not consider the reply from the bot.

- Resolution time : The median time elapsed between the first message sent by the visitor and the end of the conversation.

4. Filter your conversations

The Conversations report displays by default the notes sent by your customers. 

You can filter and sort your conversations by note (CSAT and NPS). For example, it is possible to filter conversations with a CSAT score below 4 to understand sources of dissatisfaction.




5. Scope



Send the survey ✅ Chat channel only 
Customization (texts, questions, types, choices)  ❌ 
Languages  ✅ Form translated into the languages handled by iAdvize



⚠️ Are you using the old satisfaction form? The calculation of satisfaction changes

Satisfaction rate (old calculation): average of the rates (dissatisfied = 0%, neutral = 50%, satisfied = 100%)

CSAT (new calculation): Number of satisfied and very satisfied visitors / all respondents

For example, with similar data to understand the nuance: 3 visitors responded to the survey: the first was dissatisfied, the second was neutral and the third was satisfied.

Old calculation: (0% + 50% + 100%) / 3 = 50% satisfaction

Recalculation : (1 satisfied visitor out of 3) = 33% satisfaction.


The satisfaction of these visitors has not changed, but the calculation of this satisfaction has changed!

The change in calculation will, therefore, have the effect of making the CSAT score lower than the existing satisfaction rate.

But this does not mean that visitors are less satisfied. Gradual deployment is here to give you time to adopt this new method.

For more informations about this: Why is the "Customer Satisfaction" indicator (CSAT) lower than the "Overall Satisfaction" indicator?