One-click surveys
Three rating buttons embedded in your resolution email. No portal, no login, no 12-question survey.
PSA integration
Connect Autotask in minutes with an API key — techs, clients, and tickets sync automatically. ConnectWise and HaloPSA coming soon.
PSA writeback
Sentiment, score, and verbatim comment posted back onto the ticket — the rep sees it next to their work.
In-ticket insight panel
A small InsideLoop panel inside every Autotask ticket. Techs flag what they notice in seconds, without leaving their queue.
Customizable insight categories
Opportunity, concern, churn risk, kudos, or whatever fits your business. Define the categories your team actually uses.
Technician leaderboards
Every insight carries the tech's name, so the dashboard doubles as recognition for the people spotting opportunities and risks.
Real-time alerts
A detractor rating or a flagged churn risk pages the right person in Microsoft Teams in under a minute, not at the next QBR.
Auto-created follow-up tickets
Turn an insight into an Autotask ticket in the right queue automatically. The follow-up is already in the system.
Live dashboards
CSAT, response rate, verbatim comments, insight trends, by tech, by client, by service board. The why behind the score, in real time.
Reports
Per-tech, per-client, and per-board reports across CSAT and insights. Schedule them, white-label them, ship them to a QBR PDF.
Google reviews
Turn your happiest customers into public Google reviews — right after a great rating, the thank-you page invites them with one tap.
Done-for-you email design
We rebuild your Autotask notification emails — close, opened, on-hold — into clean, on-brand templates with the survey embedded. No charge.