5 min read

Set up your CX program

How Revuloop turns survey responses into a measured, actioned CX program (scorecards, closed-loop cases, alerts, dashboards, and accounts) and what each plan unlocks.

Revuloop's CX section turns a moment (a survey response) into a measurement (NPS/CSAT/CES/sentiment), the measurement into an action (an assigned, SLA'd case + a real-time alert), and the actions into patterns (trends, drivers, themes) leaders and CSMs can run a program on.

The flow

  1. Measure: every CX survey produces a deterministic CX Scorecard (NPS, CSAT, CES, sentiment).
  2. Act: case rules auto-open closed-loop cases and alert rules fire real-time notifications when feedback needs a human.
  3. Analyze: role/exec dashboards roll CX up across the org; account-level CX rolls it up by customer with health scores.

What's in the CX section

  • Overview: your CX scorecard + open case/alert counts at a glance.
  • Cases: the closed-loop Case Inbox (auto-opened from detractor/high-effort responses).
  • Alerts: real-time CX alerts that fired on your rules.
  • Accounts: account-level CX rollup + health (Business).

What each plan unlocks

CapabilityFreeProBusiness
CX Scorecard (NPS/CSAT/CES/sentiment)YesYesYes
Trend history30 daysUnlimitedUnlimited
Closed-loop case managementNoYesYes
Real-time CX alertsNoYesYes
Role/executive CX dashboardsNoNoYes
Account-level CX + healthNoNoYes
The scorecard is free on every plan. The workflow (cases, alerts) is Pro+, and the program layer (role dashboards, account rollup) is Business. See Understanding Subscription Plans.
On a Free plan? Start a 14-day CX free trial (no credit card) to use the entire suite at the Business level. A guided wizard and one-click sample data get you a populated dashboard on day one.

Get started

  1. Build a CX survey: pick the CX metric (NPS / CSAT / CES / Sentiment) in the builder's Setup tab, or let Auto-detect classify it from your questions. See CX Scorecard.
  2. On Pro+ (or during the free trial), open CX → Rules and build case rules and alert rules so detractors get caught automatically. See Build CX trigger rules, Closed-loop case management, and Real-time CX alerts.
  3. Connect Slack (or Teams) in Settings → Integrations so alerts reach your team where they work.
  4. On Business, link responses to accounts (add an `?accountId=` value to your survey link) to unlock health scores and the at-risk worklist. See Account-level CX.

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