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Freshdesk

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Freshdesk and Simplesat customer satisfaction profile
Report
Cross-Connector

Read ticket ratings and survey sentiment together

For support teams who want Freshdesk tickets and Simplesat survey responses for one customer, just by asking their AI assistant.

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Freshdesk and Simplesat customer satisfaction profile
Profile customer satisfaction for dana@northwindtraders.com using Freshdesk and Simplesat over the last 90 days.
Dana's ticket ratings and survey sentiment broadly agree, and both lean positive. - Tickets: 4 in 90 days, 1 open, average Freshdesk rating 4.2 - Simplesat: 3 responses, 2 positive and 1 neutral - Latest ticket: report export error, resolved 12 Oct - Latest survey: positive, praised the fast reply Want the individual survey answers?
Freshdesk
Sample figures. Your results come from your own account.
freshdesk-get-contacts
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings
simplesat-get-customer
simplesat-list-responses
simplesat-list-answers

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Freshdesk

Freshdesk
Run it on your own Freshdesk data.

Connect Freshdesk, pick your AI tool and paste the prompt.

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The problem

Ticket ratings and survey sentiment are never read together

Preparing for a customer conversation means collecting ratings from Freshdesk and survey responses from Simplesat. The two scores are rarely read side by side, so disagreements go unseen.

Without PopdockAI

  • Read the contact's tickets and ratings in Freshdesk
  • Search Simplesat for their survey responses
  • Open each response to read the answers
  • Never compare the two scores

With PopdockAI

  • Tickets and Freshdesk ratings are read for the email
  • Simplesat responses and answers are read for sentiment
  • Counts, averages and the sentiment mix are reported together
  • Disagreements and missing surveys are flagged, with nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Profile satisfaction for the customer with email {customer-email}, looking back {lookback-days} days (default 90).

**Step 1: Contact and tickets (Freshdesk)**

Call `freshdesk-get-contacts` with email = {customer-email}. If none, stop. Then call `freshdesk-get-tickets` with requester-email = {customer-email} and created-at.from set to the window start, and `freshdesk-get-satisfaction-ratings` with user-id = the contact id.

**Step 2: Simplesat record (Simplesat)**

Call `simplesat-get-customer` with email = {customer-email}; if absent, report the customer as missing from Simplesat and continue. Call `simplesat-list-responses` with customer_email = {customer-email} and created_from set to the window start, then `simplesat-list-answers` with response_id for each (cap at 15) to get sentiment.

**Step 3: Report**

Ticket count, open count, average Freshdesk rating, Simplesat response count and sentiment mix, the latest ticket and survey, and a short note on whether the two sources agree.

**Rules & Guidelines:**

* Tools prefixed reshdesk- are on the Freshdesk server; tools prefixed simplesat- are on the Simplesat server. Both must be connected.
* Read-only. Do not call `simplesat-add-customer`, `simplesat-send-survey-email` or any Freshdesk add, update, delete, reply or note tool.

**Validation:**

* If several contacts match the email, list them and stop.
* A customer with tickets but no survey responses is a finding, not an error.

Who it's for

One answer, three teams that use it

Customer experience managers

Spot where the scores disagree

A note says whether ticket ratings and survey sentiment agree, so mixed signals do not get lost.

Do the Freshdesk ratings and Simplesat answers for kim@contoso.com tell the same story?

Account managers

Enter a check in knowing how they feel

Latest ticket, latest survey and the sentiment mix give you the mood of the account in one read.

Profile satisfaction for leo@fabrikam.com from Freshdesk and Simplesat for the last 180 days.

Support team leads

Find customers who never answer surveys

Customers with tickets but no survey responses are reported as a finding, so you know where feedback is missing.

Has sam@northwindtraders.com answered any Simplesat surveys, and how do his Freshdesk ratings look?

How it works

What PopdockAI does when you ask

You give an email and a period, and your AI assistant reads both sources and says whether they agree. It stops if there is no Freshdesk contact or several match.

01

Ask

You give a customer email and how many days to look back.

Your AI tool

02

Tickets

It finds the Freshdesk contact and reads tickets and satisfaction ratings.

freshdesk-get-contacts
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings

03

Surveys

It finds the customer in Simplesat and reads responses and answers for sentiment.

simplesat-get-customer
simplesat-list-responses
simplesat-list-answers

04

Compare

It reports counts, averages and whether the two sources agree.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.

get-data

freshdesk-get-contacts

Returns contacts from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-tickets

Returns tickets from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-satisfaction-ratings

Returns satisfaction ratings from Freshdesk, with filters on the fields that matter. Read-only.
get-data

simplesat-get-customer

Looks up Simplesat customers by exact or partial name, email or company, or by id or external id. Use this to resolve a customer to a single record before reading their feedback. Read-only.
get-data

simplesat-list-responses

Returns Simplesat survey responses with the customer who gave them, the survey, the source and any linked support ticket. Filter by customer, survey, ticket, source or a created or modified date range. Read-only.
get-data

simplesat-list-answers

Returns individual survey answers from Simplesat, with the choice given, its label, the sentiment and whether it has been published as a testimonial. Filter by response, question, survey, sentiment or a created or modified date range. Read-only.
Read only.Nothing in Freshdesk Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

One satisfaction picture from two sources

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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