iachat/spec
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 fix: Disable enqueueing Avatar jobs if the URL is invalid (#12035) 2025-07-24 12:56:39 +04:00
assets feat: Move email attachments from links to file attachments (#11304) 2025-04-15 23:43:12 -07:00
builders feat: Add an API to support querying metrics by ChannelType (#13255) 2026-01-12 23:18:47 -08:00
channels fix: Move contact events to account stream rather than individual user stream (#11082) 2025-03-13 17:46:48 -07:00
config fix: Update Arcade embed aspect ratio (#12923) 2025-11-24 20:22:27 +05:30
configs chore: Enable the new Rubocop rules (#7122) 2023-05-19 14:37:10 +05:30
controllers feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143) 2026-01-13 16:32:02 +04:00
dispatchers Non blocking event dispatch (#652) 2020-03-29 19:18:30 +05:30
drops feat: Add the support for custom attributes in message variables (#8511) 2023-12-08 14:13:35 -08:00
enterprise feat(ee): Review Notes for CSAT Reports (#13289) 2026-01-15 19:53:57 -08:00
factories feat: TikTok channel (#12741) 2025-12-17 07:54:50 -08:00
finders feat: add SKIP_INCOMING_BCC_PROCESSING as internal config (#12484) 2025-09-22 17:52:56 +05:30
fixtures feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
helpers chore: Refactor UTM params to stay compliant with standards (#12312) 2025-08-29 11:46:52 -07:00
integration Fix url in emails, add frontendURL helper (#19) 2019-08-25 19:59:28 +05:30
jobs feat: TikTok channel (#12741) 2025-12-17 07:54:50 -08:00
lib fix: double counting in langfuse instrumentation (#13202) 2026-01-13 18:52:38 +05:30
listeners fix: prevent deserialization error on deletion (#13264) 2026-01-14 18:00:12 +05:30
mailboxes feat(CW-6187): include headers from incoming emails (#13139) 2026-01-07 12:45:54 +05:30
mailers feat: speed up circleci and github actions (#12849) 2025-11-19 15:32:48 +05:30
models feat: add global config for captain settings (#13141) 2026-01-12 19:54:19 +05:30
policies chore: Enforce custom role permissions on conversation access (#12583) 2025-10-22 20:23:37 -07:00
presenters feat(CW-6187): include headers from incoming emails (#13139) 2026-01-07 12:45:54 +05:30
requests/api/v1 feat: APIs to assign agents_bots as assignee in conversations (#12836) 2025-11-18 18:20:58 -08:00
services feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143) 2026-01-13 16:32:02 +04:00
support feat: Advanced Search Backend (#12917) 2026-01-07 15:30:49 +05:30
coverage_helper.rb ci(circleci): switch coverage reporting to Qlty orb (#12337) 2025-08-31 00:39:34 +05:30
rails_helper.rb fix: resolve mutex conflicts in Instagram webhook specs (#12154) 2025-08-11 23:31:25 +05:30
spec_helper.rb ci(circleci): switch coverage reporting to Qlty orb (#12337) 2025-08-31 00:39:34 +05:30
test_helper.rb ci(circleci): switch coverage reporting to Qlty orb (#12337) 2025-08-31 00:39:34 +05:30