Post‑Delivery NPS Calls with AI, then Auto‑Email or Zendesk Ticket

After a Shopify order is delivered, place an AI phone call to capture NPS, then send a thank‑you email for high scores or open a Zendesk ticket for low scores.

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By Rishabh kumawat

Installed by 1 users

Trigger
Default app icon
When an order is marked as delivered
Action
Workflow step icon
Make a Phone Call
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Delay
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List Agent Executions
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Call AI Agent Instantly
IF
    • content greater than three
      Workflow step icon
      Send Email
    • ifcbKeFf2DtC
      call_transcript_summary
      Workflow step icon
      Create Ticket

Post‑Delivery NPS Calls with AI, then Auto‑Email or Zendesk Ticket

Post‑Delivery NPS Calls with AI, then Auto‑Email or Zendesk Ticket

Introduction

Turn every delivery into a quick feedback loop. Capture NPS by phone, thank happy customers, and escalate unhappy ones automatically. ✅

Trigger Event

Shopify marks an order as Delivered. That’s your cue to request feedback.

Actions

  • An AI voice agent calls the customer to ask for a quick rating (e.g., “How likely are you to recommend us, 1–5?”). Make sure you map the customer’s phone from Shopify to the call step.
  • The workflow briefly waits so the call can complete.
  • It fetches the latest call transcript from the AI voice platform.
  • An AI parser extracts just the numeric rating from the transcript.
  • If the rating is greater than 3 (promoters):
    • The customer receives a friendly thank‑you email and a gentle prompt to leave a review. Map name and email from Shopify to this step.
  • Else (passives/detractors):
    • A Zendesk ticket is created with the rating and a concise call summary so your support team can follow up fast.

Benefits

  • Capture feedback at the perfect moment after delivery
  • Save agent time with automated outbound calls and parsing
  • Faster response to low scores with instant Zendesk tickets
  • Consistent follow‑ups and fewer manual errors
  • Boost reviews by thanking happy customers right away

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.

Post‑Delivery NPS Calls with AI, then Auto‑Email or Zendesk Ticket