Workflows – Automate Sending of Survey after Request Completion

Customer satisfaction is a key outcome for Facilities Managers. FacilityBot makes it easy to gather customer feedback after each request completion.

Using FacilityBot’s intuitive dropdown interface, managers can automate the sending of a survey after a request is completed or after a fault has been rectified. 

Creating the Automated Workflow

  • Log in to FacilityBot Manager Portal
  • Go to “Features” and select “Workflows”.
  • Click on the “+ New Workflow” button on the upper right.
  • Select “Report Fault” or “Service Request” from the “Event” drop-down menu.
  • Select the Request or Fault Type you want to automate.
  • Select “Is complete” from the attributes dropdown.
  • Then select “Send Survey to Requestor” from the actions menu.
  • Pick the appropriate survey that you would like to send to the Requestors from the drop-down menu. 
  • Once a survey has been selected, click on the “Save” button to save the changes. 
  • Now a survey will be sent to the Requestor through the messaging platform every time a request of the specified type is complete.