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Send a one-off Simplesat survey without splitting history
For support and CX teams who want a Simplesat survey sent to one customer without creating a duplicate record, by asking their AI assistant.
On this page
Connector
Connect Simplesat, pick your AI tool and paste the prompt.
The problem
A one-off survey can split a customer's history
Sending a one-off Simplesat survey means checking the customer exists, creating them if not and getting the survey and address right. Creating a second record for someone already there splits their feedback history in two.
Without PopdockAI
- Search Simplesat for the customer
- Create a record if you cannot find one
- Pick the right survey and type the address
- End up with two records for one person
With PopdockAI
- The customer is checked first and created only if none exists
- Several records sharing the email stop it
- You see the email, name, survey and ticket and confirm first
- The survey is sent once and the token is never guessed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Send the survey identified by {survey-token} to {customer-email}, creating the customer record first if Simplesat does not already hold one, and attaching it to ticket {ticket-id} when one is given.
**Step 1: Check whether the customer already exists**
Call `simplesat-get-customer` with email set to {customer-email}. Report whether a record was found, and if so its id, name and company.
**Step 2: Create the customer only if there is none**
If and only if Step 1 found nothing, call `simplesat-add-customer` with email set to {customer-email} and name set to {customer-name}. Call it once. If Step 1 found a record, skip this step entirely: creating a duplicate customer splits that person's feedback history in two and cannot be undone from here.
**Step 3: Confirm before sending**
Show the user: the email address, the customer name, the survey token being used, and the ticket id if one was given. Ask for confirmation in plain words. An email to a customer is visible to that customer, so do not send on silence or an ambiguous reply.
**Step 4: Send**
Once confirmed, call `simplesat-send-survey-email` exactly once, with customer-email set to {customer-email} and survey-token set to {survey-token}, plus customer-name and ticket-id when they were supplied. Report the detail the tool returns verbatim.
**Rules & Guidelines:**
* Only `simplesat-add-customer` and `simplesat-send-survey-email` may write here, each at most once, and the send only after the confirmation in Step 3.
* Do NOT call `simplesat-update-answer` from this prompt.
* Do not retry the send if it fails. Report the failure and let the user decide.
* No tool on this server returns a survey token, so it cannot be looked up. It must come from {survey-token}. `simplesat-list-surveys` can confirm which survey a name refers to, but it will not give you the token.
**Validation:**
* If {customer-email} or {survey-token} is blank, ask for the missing one and stop. Never guess a token.
* If Step 1 returns several customers on the same email, stop and report them rather than sending.
* If Step 2 fails, do not send the survey.Who it's for
One answer, three teams that use it
Support agents
Ask for feedback after a tricky case
Send a survey for a ticket in one message, without creating a duplicate customer.
Send our CSAT survey to alex@contoso.com for ticket 53102.
Customer success managers
Check in after onboarding
Send a one-off survey to a new customer and keep their feedback in one history.
Send the Onboarding survey in Simplesat to Priya Shah, priya@fabrikam.com.
Support team leads
Follow up on an escalation
Survey the customer after an escalation is resolved, with the ticket attached.
Send the Escalation Follow-up survey to sam@northwindtraders.com and link ticket 52640.
How it works
What PopdockAI does when you ask
You give the email and survey, and your AI assistant checks the customer before anything goes out. Nothing is sent until you confirm, because the customer will see it.
01
Ask
You give the customer email, survey token and optionally a name and ticket.
02
Check
It looks for the customer and creates one only if none exists.
03
Confirm
You see the email, name, survey and ticket and say yes.
04
Send
It sends the survey once and reports the result.
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.
simplesat-get-customer
simplesat-add-customer
simplesat-send-survey-email
simplesat-list-surveys
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.
The outcome
The right survey to the right customer, once
Related use cases
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One prompt template with infinite possibilities.
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