Trigger
Service completed — call scheduled
A project wraps up or a service is delivered. The feedback call is automatically scheduled — typically two to five days after completion.
Customer Feedback Agent
Capture NPS, spot churn risks, and uncover upsells automatically
After service is complete, the agent calls customers, captures NPS and verbatim feedback, flags churn risks, identifies testimonial candidates, and routes upsell signals back to your team.
Timed after service completion - logs NPS - routes risks, testimonials, and upsells
- 01
Service is completed
- 02
Feedback call captures NPS
- 03
Risks and upsells are detected
- 04
Tasks route to the right team
Live AI voice demo
Talk to the Customer Feedback Agent Live
Set a quick scenario and test the conversation flow.
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Live demo
Customer Feedback
Capture NPS and uncover upsell opportunities.
0:00
Human verification
Live transcript will appear here once you start talking.
Microphone access is required. Demo sessions are capped at 5 minutes, can end after 30 seconds of inactivity, and may end earlier during peak traffic.
Scenario setup
Tip
Keep it short and realistic. These details shape the agent's responses in real time.Customer Feedback Workflow: Service to Insight in Four Steps
The agent handles the entire post-service feedback loop — from scheduling the call to routing actionable insights to the right team. The agent uses your product and service descriptions for personalized conversations.
Call
NPS score and open-ended feedback
The agent asks for an NPS rating, then follows up with open-ended questions about what went well and what could improve. Voice captures richer sentiment than a form.
Analyze
AI flags risks, signals, and opportunities
Churn risks from low scores, upsell signals from expansion mentions, and testimonial candidates from promoters are tagged automatically during the call.
Route
Issues, upsells, and testimonials routed to teams
Complaints route to support for fast resolution. Upsell signals route to sales. Testimonial consent routes to marketing. Everything is logged in CRM.
Start the lifecycle earlier with the lead qualification agent to qualify leads before they become customers.
Customer Feedback Agent Features
The agent combines NPS collection with deep sentiment analysis, so every completed service gets a professional follow-up that captures actionable retention data.
Automated post-service NPS calls timed to reach customers when feedback is freshest.
Open-ended follow-up questions that capture verbatim sentiment beyond numeric scores.
Churn risk detection from negative scores, complaint patterns, and sentiment signals.
Upsell and cross-sell opportunity identification from positive feedback conversations.
Testimonial and referral request capture during high-satisfaction calls.
CRM logging with tagged sentiment, NPS scores, and recommended next actions.
Compare reception and the four revenue-stage workflows on the AI agents overview page to see where customer feedback fits in your revenue lifecycle.
What a Customer Feedback Call Sounds Like
A real post-project NPS call after a $12,000 office renovation — the agent captures a 9/10 score, flags a timeline concern, secures a testimonial, and detects an upsell opportunity in one conversation.
Sample transcript
Post-project NPS call — Office renovation
AI Agent
Hi, this is Casey calling from Bright Solutions. We recently completed the office renovation project at your downtown location, and I wanted to check in on how everything went.
Customer
Oh hi — yes, overall we are really happy with the result. The space looks great.
AI Agent
That is wonderful to hear. On a scale of 0 to 10, how likely would you be to recommend Bright Solutions to a colleague or business contact?
Customer
I would say a 9. The only thing was the electrical phase ran about a week behind schedule.
AI Agent
Thank you — a 9 is great. I have noted the timeline concern on the electrical phase so the team can address that going forward. Since you had such a positive experience overall, would you be open to providing a brief testimonial we could share?
Customer
Sure, I would be happy to. Also, we are actually looking at renovating our second location next quarter.
AI Agent
That is great to hear — I will have your account manager reach out about the second location. Thank you for the feedback and the testimonial. We appreciate your business.
Outcome summary
What gets logged after the call
- NPS score captured: 9/10 (Promoter)
- Issue flagged: timeline delay on electrical phase — routed to operations
- Testimonial consent captured — routed to marketing team
- Upsell signal detected: second location renovation planned for next quarter
- Follow-up task created for account manager with expansion context
One call captures four actionable outcomes — an NPS score, a quality concern, a testimonial, and an expansion lead. That is the difference between voice feedback and a one-click email survey.
Feedback Calls vs Email Surveys: How the Options Compare
See how a voice customer feedback agent stacks up against email surveys, manual calls, and collecting no feedback at all.
| Option | Response Rate | Sentiment Depth | Cost | Churn Detection | Scalability |
|---|---|---|---|---|---|
| Feedback Agent | Often stronger than email-only | High (voice) | $ | Real-time | Unlimited |
| Email survey | Typically lower engagement | Low (ratings) | $ | Delayed | High |
| Manual calls | Strong when staff has capacity | High | $$ | Variable | Limited |
| No feedback collection | 0% | None | $0 | None | N/A |
After collecting feedback, use the invoice reminder agent to ensure satisfied customers pay on time.
Which Businesses Use a Customer Feedback Agent?
From post-job check-ins to renewal-cycle NPS, the agent handles routine satisfaction calls while your team focuses on retention strategy and relationship repair.
Use cases
Home services and contractors
Post-job satisfaction calls that drive repeat bookings, Google reviews, and referrals. Catch quality issues before they become negative reviews.
Agencies and professional services
Client relationship health checks after project delivery that prevent silent churn and surface expansion opportunities before renewal conversations.
SaaS and subscription businesses
Renewal-cycle NPS collection that identifies at-risk accounts early, giving your customer success team time to intervene before cancellation.
Wellness and appointment-based clinics
Non-clinical service-experience feedback, appointment satisfaction, and staff-review handoff — without diagnosis, triage, or regulated health intake.
Team design
| Agent handles | Your team handles |
|---|---|
| Post-service NPS and satisfaction calls | Escalated complaint resolution |
| Sentiment capture and scoring | Relationship repair conversations |
| Testimonial and referral requests | Case study production and PR outreach |
| Upsell signal detection and logging | Expansion deal negotiation |
| Churn risk flagging and alerting | Retention strategy and save offers |
Before feedback, ensure proposals close with the estimate follow-up agent.
Related resources
Guides and Resources for Customer Feedback Collection
Explore product pages and guides to build a complete customer feedback loop.
Automated Customer Feedback Calls
Review post-service call structure, NPS capture, testimonial consent, and escalation rules.
Lead Qualification Agent
Start the revenue lifecycle by qualifying inbound leads with AI before service begins.
AI Voice Agents Overview
Compare the four revenue-stage AI agent workflows: leads, estimates, invoices, and feedback.
AI Advisor
Get AI-powered customer health insights, churn analysis, and retention guidance.
Start with reception. Grow into the full workflow.
Receptionist bundles include the required base plan. Choose a regular plan instead if you only need invoicing, documents, CRM, or follow-up agents without inbound call coverage yet.
Recommended
AI Receptionist bundle
Professional + AI Receptionist
Best for small teams that need missed-call coverage, CRM, invoicing, AI Advisor, and invoice follow-up.
$129/month
- Professional base: CRM, Document Hub, AI Advisor
- 1 follow-up voice agent: Invoice Collection
- 200 reception minutes / month after activation
AI Receptionist bundle
Business + AI Receptionist
Best for teams that want inbound call coverage plus every revenue-stage follow-up voice agent.
$149/month
- Business base: everything in Professional
- All 4 follow-up voice agents
- Higher Document Hub and AI Advisor limits
- 200 reception minutes / month after activation
Different pathNeed a plan without AI Receptionist?Open base plans for invoicing, documents, CRM, or follow-up agents without inbound call coverage.
Starter
Invoicing Core
$14.99USD/month
- Unlimited invoices & estimates
- Unlimited clients
- Document Hub with 10 GB secure storage
- AI document search & chat (100 queries / month)
- AI-powered receipt scanning
- Expense tracking & categorization
- Basic financial reporting
- Professional PDF generation
- Recurring invoices
- ❌ No CRM features
- ❌ No AI Advisor access
- ❌ No AI voice agents
- ❌ Manual follow-ups only
BEST VALUE
Professional
CRM + AI Advisor + 1 Voice Agent
$29.99USD/month
- Everything in Starter
- Document Hub with 50 GB secure storage
- AI document search & chat (500 queries / month)
- ✨ Full CRM Suite
- ✨ AI Advisor included (50 monthly queries)
- Lead management & BANT scoring
- Visual sales pipeline
- Opportunity tracking
- Activity timeline
- 📞 1 AI Voice Agent included
- • Invoice Collection Agent
- • Automated overdue follow-ups and payment-plan handling
- AI Receptionist coverage can be added during setup*
- Advanced analytics dashboard
Business
4 Follow-up Voice Agents + AI Advisor
$49.99USD/month
- Everything in Professional
- Document Hub with 100 GB secure storage
- AI document search & chat (2,000 queries / month)
- ✨ AI Advisor included (100 monthly queries)
- 🚀 All 4 revenue-stage AI Voice Agents included
- • Lead qualification, proposal follow-up, collections, and feedback coverage
- • Shared operating context across CRM, billing, and call outcomes
- AI Receptionist coverage can be added during setup*
- Complete revenue workflow coverage
- Priority support
* Billed as the required base plan plus AI Receptionist coverage.
Receptionist bundle details
The Professional bundle combines the Professional plan with AI Receptionist coverage for $129/month. Receptionist coverage includes 200 reception minutes each month. Need more capacity? Add 100 more minutes for $29.
AI Advisor Top-Ups
Professional includes 50 monthly queries and Business includes 100. Need more? Buy 250 more for $19 or 600 more for $39. Top-ups are one-time purchases, charged immediately, and expire 12 months after purchase.