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Simplesat

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Investigate Simplesat customer feedback
Report

See how one customer has felt over time in Simplesat

For account and CX teams preparing a renewal or escalation who want one customer's Simplesat history in order, by asking their AI assistant.

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Investigate Simplesat customer feedback
How has jordan@contoso.com felt about our support in Simplesat over the past year?
Jordan Lee's sentiment is worsening across 6 responses. - January: Satisfied, positive - May: Neutral, slow first reply - September: Dissatisfied, issue came back Want the full dated table?
Simplesat
Sample figures. Your results come from your own account.
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

Simplesat

Simplesat
Run it on your own Simplesat data.

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

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The problem

One customer's feedback history takes many lookups

Before a renewal call or an escalation you want to know how one customer has felt over time, but Simplesat shows responses and answers separately. Piecing their history together means finding the customer, then each response, then each answer.

Without PopdockAI

  • Find the right customer in Simplesat
  • Open each of their responses
  • Read the answers on each one
  • Guess whether things are getting better

With PopdockAI

  • The customer is resolved, with candidates listed if several match
  • Every response and its answers are read oldest first
  • A dated table shows surveys, choices and sentiment
  • A trend judgement only when there is enough data, read-only

The prompt

Use this prompt

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

Prompt
**Objective:** Assemble everything Simplesat holds on the feedback given by the customer identified by {customer-email} or {customer-name}, covering the last {lookback-days} days (default 180).

**Step 1: Resolve the customer to a single record**

Call `simplesat-get-customer`, passing email when {customer-email} is supplied, otherwise name.contains when only {customer-name} is supplied. Keep the id, name, email and company of the match.

* If more than one customer comes back, list them with their id, name, email and company, and stop. Do not pick one.

**Step 2: Find their responses**

Call `simplesat-list-responses` with customer_id set to the id from Step 1, created_from set to today minus {lookback-days} days (default 180), and created_to set to today. If the customer id returns nothing, retry once with customer_email instead. Keep the ID, Survey Name and Created of each response.

**Step 3: Read the answers on each response**

For each response ID, call `simplesat-list-answers` with response_id set to that ID. Keep the Choice, Choice Label, sentiment and Created. Work in date order, oldest first, so the trajectory is visible.

**Step 4: Report**

* A header line: customer name, company, email, and the number of responses found.
* A chronological table: Created, Survey Name, choice labels given, sentiment.
* A short paragraph on the trend, stating plainly whether sentiment is improving, worsening or flat, and on how little evidence that judgement rests when there are fewer than three responses.

**Rules & Guidelines:**

* This prompt is read only. Do NOT call `simplesat-update-answer`, `simplesat-add-customer` or `simplesat-send-survey-email`.
* Answers must be reached through the response, never matched to a customer by timestamp.
* Do not characterise a single response as a trend.

**Validation:**

* If neither {customer-email} nor {customer-name} is supplied, ask for one of them and stop.
* If Step 1 finds no customer, say so, suggest searching with `simplesat-get-customer` on a partial company name using company.contains, and stop.
* If the customer exists but has no responses in the window, say exactly that and give the window used.

Who it's for

One answer, three teams that use it

Account managers

Prepare for a renewal call

See how the customer's satisfaction has moved before you discuss renewing.

How has priya@fabrikam.com rated us in Simplesat over the last 12 months?

Support team leads

Handle an escalation with context

A dated table of every answer shows whether this complaint is new or part of a pattern.

Show all Simplesat feedback from Northwind Traders in the last 6 months, oldest first.

Customer success managers

Spot customers whose mood is slipping

The trend judgement tells you whether sentiment is improving, worsening or flat.

Is sam@contoso.com's satisfaction in Simplesat getting better or worse this year?

How it works

What PopdockAI does when you ask

You give an email or name, and your AI assistant lays out the customer's Simplesat history in order. It only reads and says when there are too few responses to call a trend.

01

Ask

You give a customer email or name and a lookback period.

Your AI tool

02

Find

It resolves the customer, stopping if more than one matches.

simplesat-get-customer

03

Read

It reads each response and its answers, oldest first.

simplesat-list-responses
simplesat-list-answers

04

Report

You get a dated table and a judgement on the trend.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

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 Simplesat 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

Know how a customer feels before you talk

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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