iachat/app/controllers/api/v1/accounts
Pranav a8b302d4cd
feat(ee): Review Notes for CSAT Reports (#13289)
CSAT scores are helpful, but on their own they rarely tell the full
story. A drop in rating can come from delayed timelines, unclear
expectations, or simple misunderstandings, even when the issue itself
was handled correctly.

Review Notes for CSAT let admins/report manager roles add internal-only
context next to each CSAT response. This makes it easier to interpret
scores properly and focus on patterns and root causes, not just numbers.


<img width="2170" height="1680" alt="image"
src="https://github.com/user-attachments/assets/56df7fab-d0a7-4a94-95b9-e4c459ad33d5"
/>


### Why this matters

* Capture the real context behind individual CSAT ratings
* Clarify whether a low score points to a genuine service issue or a
process gap
* Spot recurring themes across conversations and teams
* Make CSAT reviews more useful for leadership reviews and
retrospectives

### How Review Notes work

**View CSAT responses**
Open the CSAT report to see overall metrics, rating distribution, and
individual responses.

**Add a Review Note**
For any CSAT entry, managers can add a Review Note directly below the
customer’s feedback.

**Document internal insights**
Use Review Notes to capture things like:

* Why a score was lower or higher than expected
* Patterns you are seeing across similar cases
* Observations around communication, timelines, or customer expectations

Review Notes are visible only to administrators and people with report
access only. We may expand visibility to agents in the future based on
feedback. However, customers never see them.

Each note clearly shows who added it and when, making it easy to review
context and changes over time.
2026-01-15 19:53:57 -08:00
..
actions feat: Reverse the contact merge (#8057) 2023-10-10 08:20:48 +05:30
assignment_policies feat: Add assignment policies controllers with jbuilder views (#12199) 2025-08-18 19:15:21 -07:00
captain feat: add global config for captain settings (#13141) 2026-01-12 19:54:19 +05:30
channels fix: Remove account_id from params since it is not used (#13116) 2025-12-19 17:07:53 -08:00
contacts feat: Add support for search_conversations in copilot (#11520) 2025-05-20 19:22:17 -07:00
conversations feat: APIs to assign agents_bots as assignee in conversations (#12836) 2025-11-18 18:20:58 -08:00
google refactor: use state-based authentication (#11690) 2025-06-18 17:39:06 +05:30
inboxes feat: Add assignment policies controllers with jbuilder views (#12199) 2025-08-18 19:15:21 -07:00
instagram refactor: use state-based authentication (#11690) 2025-06-18 17:39:06 +05:30
integrations chore: Enforce custom role permissions on conversation access (#12583) 2025-10-22 20:23:37 -07:00
microsoft refactor: use state-based authentication (#11690) 2025-06-18 17:39:06 +05:30
notion feat: Whatsapp embedded signup (#11612) 2025-07-14 21:37:06 -07:00
tiktok feat: TikTok channel (#12741) 2025-12-17 07:54:50 -08:00
twitter fix: Twitter inbox creation error (#1783) 2021-02-16 19:35:10 +05:30
whatsapp chore: Enable flexible whatsapp onboarding (Manual + Embedded Signup) options (#12344) 2025-09-15 19:59:56 +05:30
agent_bots_controller.rb feat: APIs to assign agents_bots as assignee in conversations (#12836) 2025-11-18 18:20:58 -08:00
agents_controller.rb fix: Removing repetitive name parameter in AgentsController (#11259) 2025-04-09 08:53:13 +05:30
articles_controller.rb fix: respect status parameter when creating articles via API (#12846) 2025-11-13 12:07:24 +05:30
assignable_agents_controller.rb chore: Add Assignable Agents API (#4722) 2022-05-23 19:24:07 +05:30
assignment_policies_controller.rb feat: Add assignment policies controllers with jbuilder views (#12199) 2025-08-18 19:15:21 -07:00
automation_rules_controller.rb fix: Validate blob before attaching it to a record (#13115) 2025-12-19 19:02:21 -08:00
base_controller.rb Feat: authenticate direct upload (#4160) 2022-03-16 13:54:18 +05:30
bulk_actions_controller.rb feat: Bulk delete for contacts (#12778) 2025-11-04 17:47:53 -08:00
callbacks_controller.rb fix: Fetch all facebook pages during inbox creation (#11956) 2025-07-17 18:32:12 +05:30
campaigns_controller.rb feat: WhatsApp campaigns (#11910) 2025-07-16 09:04:02 +05:30
canned_responses_controller.rb fix: order for canned response (#6400) 2023-02-06 12:53:48 -08:00
categories_controller.rb feat: Adds the ability to set an emoji for help center category (#8111) 2023-10-20 13:52:30 +05:30
contact_inboxes_controller.rb chore: Add an API to find the contacts using contact inbox sourceId (#8012) 2023-09-28 15:26:28 -07:00
contacts_controller.rb perf: Contact optimisation fixes (#12016) 2025-09-25 18:59:55 +05:30
conversations_controller.rb chore: Enforce custom role permissions on conversation access (#12583) 2025-10-22 20:23:37 -07:00
csat_survey_responses_controller.rb feat(ee): Review Notes for CSAT Reports (#13289) 2026-01-15 19:53:57 -08:00
custom_attribute_definitions_controller.rb feat: Support Regex validation for custom attributes (#7856) 2024-01-23 18:01:57 +04:00
custom_filters_controller.rb fix: Allow resource access without filter type in custom_filters API (#11445) 2025-05-08 20:12:05 -07:00
dashboard_apps_controller.rb feat: Allow users to create dashboard apps to give agents more context (#4761) 2022-06-01 11:13:10 +05:30
inbox_csat_templates_controller.rb feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143) 2026-01-13 16:32:02 +04:00
inbox_members_controller.rb feat: invalidate cache after inbox members or team members update (#10869) 2025-02-20 21:28:38 -08:00
inboxes_controller.rb feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143) 2026-01-13 16:32:02 +04:00
labels_controller.rb chore: Use "destroy!" instead of "destroy" when not checking the return value (#4259) 2022-03-24 13:28:25 +05:30
macros_controller.rb fix: Validate blob before attaching it to a record (#13115) 2025-12-19 19:02:21 -08:00
notification_settings_controller.rb Chore: Code Cleanup in API controllers (#932) 2020-06-07 13:58:05 +05:30
notifications_controller.rb feat: Update last_snoozed_at after the un-snooze notification (#8943) 2024-02-20 18:55:39 +05:30
oauth_authorization_controller.rb refactor: use state-based authentication (#11690) 2025-06-18 17:39:06 +05:30
portals_controller.rb fix: Validate blob before attaching it to a record (#13115) 2025-12-19 19:02:21 -08:00
search_controller.rb feat: Advanced Search Backend (#12917) 2026-01-07 15:30:49 +05:30
team_members_controller.rb feat: invalidate cache after inbox members or team members update (#10869) 2025-02-20 21:28:38 -08:00
teams_controller.rb chore: Use "destroy!" instead of "destroy" when not checking the return value (#4259) 2022-03-24 13:28:25 +05:30
upload_controller.rb fix: Validate blob before attaching it to a record (#13115) 2025-12-19 19:02:21 -08:00
webhooks_controller.rb feat(webhooks): add name to webhook (#12641) 2025-11-13 13:28:15 +05:30
working_hours_controller.rb feat: Business hours 2020-11-01 00:14:33 +05:30