Help center

Survey workflows

Ready-to-run flows that survey patients and route them to reviews or private recovery.

The reputation loop

The Post-Visit Satisfaction (NPS) workflow texts a 0–10 survey. Promoters (9–10) get a one-tap Google review invite; passives (7–8) get a thank-you; detractors (0–6) get a private service-recovery message plus a ticket for your team — never a public prompt.

Pick and customize

Browse pre-built workflows under Surveys → Browse workflows. Activating one creates a campaign and its SMS templates, which you can edit with placeholders like {{firstName}} and {{reviewLink}}.

See it in action

The demo at /demo/surveys plays the whole workflow for the patients just ingested — dispatch, responses, review invites, recovery, and the resulting NPS. It's replayable and safe to show clients.