iachat/app/models
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
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channel feat: TikTok channel (#12741) 2025-12-17 07:54:50 -08:00
concerns feat: add global config for captain settings (#13141) 2026-01-12 19:54:19 +05:30
integrations fix: hide linear card when not enabled (#12918) 2025-12-08 20:49:50 +05:30
access_token.rb Feature: Access tokens for API access (#604) 2020-03-11 00:02:15 +05:30
account_user.rb feat: Add migration files for assignment v2 (#12147) 2025-08-11 21:44:38 -07:00
account.rb feat: add global config for captain settings (#13141) 2026-01-12 19:54:19 +05:30
agent_bot_inbox.rb Feature: Access tokens for API access (#604) 2020-03-11 00:02:15 +05:30
agent_bot.rb feat: APIs to assign agents_bots as assignee in conversations (#12836) 2025-11-18 18:20:58 -08:00
application_record.rb chore: fix sla email notifications (#9192) 2024-04-04 21:16:49 +05:30
article.rb feat: improve article search ranking (#11640) 2025-06-03 12:01:17 +05:30
assignment_policy.rb chore(annotations): sync model annotations with current schema (#12245) 2025-08-20 20:23:42 +02:00
attachment.rb feat: TikTok channel (#12741) 2025-12-17 07:54:50 -08:00
automation_rule.rb feat: Add support for labels in automations (#11658) 2025-09-18 14:17:54 +05:30
campaign.rb feat: WhatsApp campaigns (#11910) 2025-07-16 09:04:02 +05:30
canned_response.rb chore: Apply fixes for items in rubocop_todo [CW-1806] (#8864) 2024-02-07 13:36:04 +04:00
category.rb chore: Increase Category index per-page limit to 1000 (#12282) 2025-08-22 12:41:38 -07:00
contact_inbox.rb fix: Change contact_inboxes.source_id to text column (#12882) 2025-11-17 16:09:36 +05:30
contact.rb fix: prevent deserialization error on deletion (#13264) 2026-01-14 18:00:12 +05:30
conversation_participant.rb chore: Add controllers for conversation participants (#6462) 2023-02-15 16:33:31 -08:00
conversation.rb feat: APIs to assign agents_bots as assignee in conversations (#12836) 2025-11-18 18:20:58 -08:00
csat_survey_response.rb feat(ee): Review Notes for CSAT Reports (#13289) 2026-01-15 19:53:57 -08:00
custom_attribute_definition.rb feat: Conversation workflow backend changes (#13070) 2025-12-16 14:43:15 +05:30
custom_filter.rb chore: Increase custom filter limit from 50 to 1000 per user (#12603) 2025-10-06 10:41:26 -07:00
dashboard_app.rb fix: validate url for Dashboard Apps [CW-2979] (#8736) 2024-01-18 17:48:30 +05:30
data_import.rb chore: Add delay before running dataimport job (#8039) 2023-10-03 22:18:57 -07:00
email_template.rb chore: upgrade ruby version to 3.4.4 (#11524) 2025-05-21 19:40:07 +05:30
folder.rb feat: Portal endpoint (#4633) 2022-05-16 13:59:59 +05:30
inbox_assignment_policy.rb feat: Add assignment policies controllers with jbuilder views (#12199) 2025-08-18 19:15:21 -07:00
inbox_member.rb feat: auditlog for team and inbox member updates (#7516) 2023-08-15 19:55:19 -07:00
inbox.rb feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143) 2026-01-13 16:32:02 +04:00
installation_config.rb feat: Control the allowed login methods via Super Admin (#12892) 2025-11-17 21:55:12 -08:00
integrations.rb Feature: Slack integration (#783) 2020-06-12 23:12:47 +05:30
jsonb_attributes_length_validator.rb Fix: added validation for custom and additional attribute (#4260) 2022-03-24 15:38:28 +05:30
kbase.rb Feature: Knowledge Base APIs (#1002) 2020-09-26 02:32:34 +05:30
label.rb feat: multiple UX improvements to labels (#7358) 2023-06-25 18:49:49 +05:30
macro.rb feat: Add webhook event support for macros (#11235) 2025-04-02 20:26:55 -07:00
mention.rb fix: Notification page breakages (#5236) 2022-08-10 13:46:46 +02:00
message.rb feat: allow agent bot and captain responses to reset waiting since (#13181) 2026-01-07 13:57:43 +05:30
note.rb feat(ee): Add Captain features (#10665) 2025-01-14 16:15:47 -08:00
notification_setting.rb fix: Specify external db with non-standard port (#2711) 2021-07-28 19:36:51 +05:30
notification_subscription.rb fix: Change the column identifier from string to text to avoid overflow (#9073) 2024-03-07 11:13:01 +05:30
notification.rb fix: pass serialized data in notification.deleted event to avoid Deserialisation (#13061) 2026-01-12 13:15:40 +05:30
platform_app_permissible.rb fix: SuperAdmin Improvements (#3733) 2022-01-11 19:00:00 -08:00
platform_app.rb Chore: Replaced dependent destroy with dependent destroy_async in all models (#3249) 2021-11-18 10:32:29 +05:30
portal.rb fix: Use SignedId instead of regular ID in portal update (#13197) 2026-01-07 19:36:29 -08:00
related_category.rb feat: CRUD operation for associated articles to current article (#4912) 2022-07-04 20:29:44 +05:30
reporting_event.rb feat: allow querying reporting events via the API (#12832) 2025-11-13 12:46:55 +05:30
super_admin.rb feat: Add company model and API with tests (#12548) 2025-10-08 07:53:43 -07:00
team_member.rb feat: auditlog for team and inbox member updates (#7516) 2023-08-15 19:55:19 -07:00
team.rb feat: invalidate cache after inbox members or team members update (#10869) 2025-02-20 21:28:38 -08:00
user.rb feat(ee): Review Notes for CSAT Reports (#13289) 2026-01-15 19:53:57 -08:00
webhook.rb fix: the webhook url to be text (#13157) 2026-01-06 15:23:54 +05:30
working_hour.rb chore: Replace deprecated functions (#5611) 2022-10-12 14:55:59 -07:00