Save your review link so requests point customers to the right place.
Create response templates for positive, neutral, and negative reviews.
Use notes to track reviews that need staff attention before a public reply.
Review Requests
Create a request after the customer has received service or support.
Choose the platform or review link that matches the business profile.
Track whether a request is planned, sent, completed, or needs follow-up.
Keep request notes factual so staff can understand the customer context.
Response Drafts
Use templates to keep public replies professional and consistent.
Adjust the response to match the exact review instead of sending generic copy.
Use private notes for staff discussion before replying publicly.
Mark drafts as ready only after the business has approved the wording.
Monitoring Notes
Record important reviews, ratings, platform names, and staff follow-up.
Use sentiment to separate positive, neutral, negative, and urgent items.
Track unresolved complaints until the owner or manager closes the note.
Preserve context for future staff who may not know the customer history.
Daily Workflow
Review customers who are ready for a review request.
Create or update requests with the right channel and review link.
Log new reviews or issues as monitoring notes.
Draft a professional response and have staff approve it.
Close items only after the review request or response work is complete.
Suite Integrations
Emailer can send review requests once sender settings are configured.
PBX/SMS can send text review links once connected.
CRM can show review history on the customer record later.
Insights can report request volume, sentiment, and follow-up activity.
Support tip: include the customer name, review platform, review link, request status, and whether the issue is a request, draft response, or monitoring note. Live sending requires Emailer or PBX/SMS integration.