Project #1
AI-Integrated Customer Feedback System
Objective
This SOP outlines the steps to create and execute an AI-integrated customer feedback form that categorizes feedback and sends it to the appropriate channels.
Key Steps
1. Introduction to the AI Agent 0:00
Welcome to the AI-integrated customer feedback form tutorial.
This form categorizes feedback into three types: complaint, compliment, or feature addition request.
2. Filling Out the Feedback Form 0:22
Access the feedback form.
Fill in the required fields:
Name: Enter your name.
Email Address: Provide a valid email address.
Contact Info: Enter a contact number.
Feedback: Choose a type of feedback (complaint, compliment, feature request) and provide details.
3. Submitting Feedback 0:49
After filling out the form, click the submit button.
Confirm that the submission is successful.
4. Checking Airtable for Updates 1:01
Open Airtable to verify that the feedback has been recorded.
Ensure that the feedback is categorized correctly in Airtable.
5. Email Notification 1:10
Check the provided email address for a confirmation email.
The email should confirm receipt of the feedback.
6. Slack Notification 2:10
Open Slack to see if the feedback has been sent to the appropriate channel.
Verify that the feedback appears correctly in Slack.
7. Testing Different Feedback Types 2:43
Repeat the process with different types of feedback:
Compliment: Fill out the form with a positive comment.
Feature Addition Request: Suggest a new feature.
8. Final Verification 4:20
Ensure that all feedback types are recorded in Airtable and sent to Slack.
Confirm that the feedback is categorized correctly in both platforms.
9. Integration Capabilities 4:39
Note that this feedback form can be integrated into various platforms, including websites.
Cautionary Notes
Ensure that the email address provided is valid to receive confirmation emails.
Double-check the feedback type selected to ensure accurate categorization.
Tips for Efficiency
Use a consistent format for entering contact information to avoid errors.
Test the form with different feedback types to ensure all functionalities work as intended.
Regularly check Airtable and Slack for updates to stay informed about customer feedback.