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CSI survey and feedback management

Automatically sends CSI surveys to service customers, analyzes feedback, and triggers follow-up actions for both positive and negative responses. Improves customer satisfaction scores and service department reputation through systematic feedback collection and response management.

Workflow Trigger

Customer service appointment is marked complete in DMS

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Service completion detected

    Workflow initiates when a service appointment status changes to 'completed' in the dealership management system. Customer and service details are captured for survey generation.

  2. 2
    Action

    Send automated CSI survey

    Personalized survey is automatically sent via email or SMS to the customer within 2 hours of service completion. Survey includes service-specific questions and rating scales.

  3. 3
    Decision

    Evaluate survey response score

    System analyzes completed survey responses and categorizes them as positive (4-5 stars), neutral (3 stars), or negative (1-2 stars). Routes to appropriate follow-up actions based on score.

  4. 4
    Action

    Generate service manager alerts

    For negative responses, immediate alerts are sent to service manager and advisor with customer details and specific concerns. Positive responses trigger thank-you messages and review requests.

  5. 5
    Action

    Update customer records

    CSI scores and feedback comments are automatically logged in the customer's service history profile. Data feeds into customer satisfaction tracking and service advisor performance metrics.

  6. 6
    Action

    Schedule follow-up actions

    System schedules appropriate follow-up tasks: callback appointments for dissatisfied customers, online review requests for satisfied customers, and future service reminders based on vehicle maintenance needs.

  7. 7
    Output

    Generate CSI performance reports

    Comprehensive reports are generated showing CSI trends, advisor performance, and service department satisfaction metrics. Reports are distributed to management and used for performance improvement initiatives.

Outputs

  • Automated CSI survey delivery
  • Service manager alert notifications
  • Updated customer satisfaction records
  • Performance improvement action items

Key Metrics

  • CSI survey response rate
  • Average customer satisfaction score
  • Negative feedback resolution time
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