SaleAssist for Developers
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  • 👋Welcome
  • Introduction
  • Onboarding Steps
  • Admin Account Creation
  • Getting Started
  • Features Overview
    • Live Video Calling
      • Outbound Calls
        • Schedule Video Meets
        • Instant Video Meets
      • Inbound Calls
        • How to use ?
        • Integration
        • Desktop Call Management
    • Live Stream Selling
      • How to go Live?
      • Get RTMP and Stream Key from social channels.
    • Shoppable Videos Tiles
      • How to use?
      • Integration
    • Strike
      • AI Videos
    • Co-Browsing
  • Integration Guide
    • Mobile SDK integration
      • Cobrowse - Flutter SDK
      • React Native SDK
      • IOS SDK
      • Android SDK
      • How to delete my account?
      • Cobrowse - Android SDK
      • Cobrowse - IOS SDK
      • Identify your devices for Cobrowse
      • Use 6-digit codes
      • Redact sensitive data
      • Start and Stop Cobrowsing
      • Listening for events
    • User Experience
    • Agent Mapping
    • Nudges
    • Agent Feedback
    • AI Chat (Add Context)
    • API Integration
    • Webhook Integration
    • FAQ & Troubleshooting
    • Lead Management
    • Task Management
    • SaleAssist Whatsapp Feature
    • Sales/Conversion Tracking - Widget
    • Sales/Conversion Tracking - Video Tiles
    • Integrate meetings lite dashboard
  • Assets Managment
    • Media
    • Products
    • Orders
  • Organization Settings
    • Profile
    • Organization
    • Users & Roles
    • SMTP Integration
    • Custom Domain
    • Notification Manager
  • Addons
    • Transcription & Summarization
    • Video QR Codes
    • Video Emails
    • Live Chat
    • Outbound Phone Calling
    • Book In-store appointment
    • Schedule Call
    • Shoppable Video Links
      • How to use?
      • Integration
    • Video FAQs
      • How to use?
      • Integration
    • WhatsApp Onboarding steps
  • Analytics
    • Widget Insights
    • Video tiles insights
    • Reporting
    • SaleAssist Mobile Application
    • How to manage calls on Mobile Application
    • Admin Controls
  • Troubleshooting
    • Troubleshoot Video Call Permissions
  • Release Logs
    • v24.11.24
    • v24.11.30
    • v24.12.10
    • v25.01.10
    • v25.01.18
    • v25.01.29
    • v25.02.05
    • v25.02.05
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  1. Integration Guide

Agent Feedback

This is the feedback form from the agent side to fill in some checklist to update customer’s behaviour and interest to inquire about next time accordingly.

PreviousNudgesNextAI Chat (Add Context)

Last updated 1 year ago

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Agent Feedback form

You can adjust this form as needed, and while speaking with a customer, you can add comments or remarks to it.

Note: When the call is over, your notes and observations will appear in front of that specific lead.

How to fill the form while being on the call? Follow the steps mentioned below:)

  1. Click on the form icon on the right hand side of the dashboard.

  1. A form will appear which you need to fill and save and that's it and you are done.

Note:- Always remember to save the modifications.

Questions?

Please feel free to reach out via support@saleassist.ai if you need any help:)