Sales & Front Office · Survey Agents
Turn every appointment into an honest answer.
A Survey Agent texts every customer after their visit, reads how they really felt, and flags the unhappy ones to your team before a bad review ever gets written.
Sentiment captured
Positive · Rep: Mike
A two-minute text that tells you everything
Watch a real post-appointment survey play out. Every reply becomes a scored, searchable data point.
Summit Windows · Survey Agent
Active now
- 01
It reaches out first
Minutes after the appointment, while the experience is still fresh.
- 02
It reads the reply
Sentiment, the rep involved, and the reason behind the score, all captured automatically.
- 03
It acts on the answer
Happy customer? A review request goes out. Unhappy? Your team is alerted before it is public.
Every reply, one dashboard
The satisfaction picture, without lifting a finger
Those individual texts roll up into live sentiment, response rates, and negative alerts you can act on today.
Survey Insights
Last 30 days · post-appointment feedback
339
Surveys sent
this period
25%
Response rate
86 of 339 replied
57%
Positive sentiment
of replies
7
Negative alerts
flagged for follow-up
Sentiment breakdown
Time to respond
Every negative reply routed to your team in real time
Feedback that actually changes outcomes
Every customer, surveyed
The agent texts a short, friendly survey after each appointment. No clipboards, no reminders for your team, no appointments slipping through.
Sentiment scored in real time
Replies are read and scored as positive, neutral, or negative the moment they come in, so you always know how customers actually feel.
Negative alerts before reviews
Unhappy homeowners are flagged and routed to your team instantly, so you can fix it privately before it becomes a one-star review.
Trends you can coach on
See satisfaction by rep and over time. Reward your best, coach the rest, and turn happy customers into reviews and referrals.
Hear what your customers really think
See the Survey Agent running on a dealer just like you in a 20-minute demo.