How It Works: Setup, Step by Step
The panel guides you throughout setup. The setup checklist on the Overview screen shows which steps are complete.
Structure
- 1
Set Up Your Organization Structure
Define region, city and branch levels; add units manually or in bulk with Excel.
- 2
Add Touchpoints and Staff
Define the points where the experience takes place and the staff who can be evaluated.
- 3
Invite Your Team
Invite users to the relevant units with the appropriate roles.
Survey
- 4
Publish the Privacy Notice
Prepare and publish the KVKK privacy notice in your survey languages.
- 5
Build and Publish the Survey
Start from a ready-made template; edit the questions, logic and design.
- 6
Deliver the Survey to Customers
Place QR codes, send in bulk or connect system triggers.
Process
- 7
Set Rules and Case Settings
Configure alert rules, resolution times, closure codes and resolution satisfaction measurement.
- 8
Enable Notifications
Add the panel to your phone and turn on instant notifications.
Daily Follow-Up
- 9
Daily and Weekly Follow-Up
The Inbox is reviewed daily and reports weekly; the weekly summary arrives by email on Monday morning.
Let us start the setup together.
Let us define your first units, survey and rules together so your team can start working with the panel quickly.