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Chatbot-to-Agent Handoff CSAT & Experience Survey

Evaluates customer satisfaction and friction points during chatbot-to-human-agent transfers, measuring ease of transition, context retention, agent effectiveness, and reuse intent to guide support escalation optimization.

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질문 22개 · 약 10분
Q01
메시지

Welcome, and thank you for participating in this survey about your experience with chatbot-to-human-agent transfers in customer support. This survey takes approximately 10 minutes. Your participation is voluntary—you may stop at any time. There are no right or wrong answers; we are interested in your honest opinions. All responses are confidential and will be reported in aggregate only. Please think about your most recent support conversation where a chatbot transferred you to a human agent (preferably within the last 90 days). If you haven't had one in the last 90 days, please use your most recent experience.

Q02
객관식

Where did this support conversation begin?

  • Website chat widget
  • Mobile app chat
  • Messaging app (e.g., WhatsApp, Messenger)
  • SMS/text
  • Social media chat
  • Voice/phone IVR with bot
  • I don't remember
  • Other (please specify)
Q03
의견 척도

How easy was the transition from chatbot to human agent?

척도: 1 – 7
최소:Very difficult최대:Very easy
Q04
의견 척도

How effective was the human agent at addressing your issue after the handover?

척도: 1 – 7
최소:Not at all effective최대:Extremely effective
Q05
의견 척도

Overall, how satisfied were you with this entire support experience (chatbot and human agent combined)?

척도: 1 – 7
최소:Very dissatisfied최대:Very satisfied
Q06
장문형

What one change would have most improved the handover experience for you?

Q07
드롭다운

In which region do you currently live?

  • Africa
  • Asia
  • Europe
  • Latin America/Caribbean
  • Middle East
  • North America
  • Oceania
  • Prefer not to say
Q08
메시지

Thank you for your time. Your feedback will directly help improve future chatbot-to-human handover experiences.

Q09
드롭다운

Approximately when did this handover occur?

  • Within the last 7 days
  • 8–14 days ago
  • 15–30 days ago
  • 31–90 days ago
  • More than 90 days ago
  • I'm not sure
Q10
드롭다운

Approximately how long did you wait between the chatbot and the human agent?

  • No wait (immediate)
  • Less than 1 minute
  • 1–3 minutes
  • 4–5 minutes
  • 6–10 minutes
  • 11–20 minutes
  • More than 20 minutes
  • I don't remember
Q11
객관식

Was your issue resolved by the end of the conversation?

  • Yes, fully resolved
  • Partially resolved
  • No, not resolved
  • Not applicable
Q12
객관식

Thinking about timing, would you have preferred the handover to happen…

  • Sooner than it did
  • Later than it did
  • Timing was about right
  • No preference
Q13
AI 인터뷰

Based on your survey responses, we'd like to explore your handover experience in a bit more detail. Please share your thoughts openly—there are no right or wrong answers.

Q14
드롭다운

What is your age?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q15
객관식

How did the transfer to a human agent happen?

  • I asked to speak to a person
  • The bot suggested transferring
  • It happened automatically when the bot couldn't help
  • I was offered a choice of agents or channels
  • I'm not sure
Q16
의견 척도

To what extent did the human agent appear to have the context of your chatbot conversation (e.g., your issue, steps already taken)?

척도: 1 – 7
최소:No context at all최대:Full context
Q17
객관식

What, if anything, did you have to repeat to the human agent? (Select all that apply)

  • Name or account details
  • Order/case number
  • Problem description
  • Steps already tried
  • Files or screenshots
  • Nothing had to be repeated
  • Other (please specify)
Q18
의견 척도

How likely are you to use this chatbot again for future support needs?

척도: 1 – 7
최소:Not at all likely최대:Extremely likely
Q19
객관식

How do you describe your gender?

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q20
의견 척도

How clearly were you informed about what would happen during the transfer (e.g., expected wait, what the agent would know)?

척도: 1 – 7
최소:Not at all clearly최대:Extremely clearly
Q21
의견 척도

How seamless did the overall handover feel?

척도: 1 – 7
최소:Not at all seamless최대:Completely seamless
Q22
의견 척도

Overall, how would you rate the handover from chatbot to human agent?

척도: 1 – 7
최소:Very poor최대:Excellent

포함된 기능

  • AI 후속 질문

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    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • Includes a dedicated sequence tracking the handoff itself — where the conversation started, how the transfer happened, and how long the wait was — not just generic support satisfaction
  • Measures context retention explicitly (whether the agent seemed to know the chatbot conversation) and asks what customers had to repeat, isolating the exact friction points of handoffs
  • Pairs standard opinion-scale ratings (transition ease, seamlessness, agent effectiveness, overall satisfaction, reuse intent) with an AI follow-up interview that adaptively probes the open-text answer about what would improve the handover
  • Ends with an auto-generated report from per-response quality scoring, so low-effort or contradictory answers can be flagged rather than taken at face value

SurveyMonkey

Customer Support Satisfaction Survey Template

A general-purpose customer support CSAT template rather than one built around chatbot-to-agent transfer moments. Useful as a broad satisfaction baseline but doesn't isolate handoff-specific friction like context loss or transfer timing. Fielding-ready as a static form.

잘하는 점

  • Established survey platform with broad distribution and panel options
  • Simple to deploy for general support CSAT tracking
  • Familiar respondent experience for standard rating-scale questions

아쉬운 점

  • No chatbot-to-human handoff specific questions (transfer method, wait time, context retention)
  • Static question set with no adaptive follow-up probing on open-ended answers
  • No per-response quality scoring or automated interview-style report

SurveySparrow

Customer Support Agent Feedback Template

Focused on rating human agent performance, which overlaps with the post-handoff portion of our template but doesn't address the chatbot side or the transfer experience itself. A ready-to-use conversational-style template, not a chatbot handoff diagnostic.

잘하는 점

  • Conversational survey format that can feel more engaging than plain forms
  • Targeted at agent-level feedback, useful for coaching support staff
  • Quick to launch as a standard template

아쉬운 점

  • No coverage of the chatbot leg of the journey or the transfer moment itself
  • No adaptive AI interview to dig into why a handoff felt rough
  • No transparent scoring methodology or automated quality flagging of responses

Jotform

200+ Customer Satisfaction Evaluation Forms

This is a template directory/category page listing many generic satisfaction forms, not a single fielding-ready survey about chatbot-to-agent handoffs. Useful only as a starting point requiring significant customization to reach handoff-specific coverage.

잘하는 점

  • Large library offering many form styles and layouts to start from
  • Drag-and-drop form builder for quick customization
  • Wide range of general CSAT question templates available

아쉬운 점

  • No template specifically addresses chatbot-to-human transfer friction points
  • Purely static form fields with no adaptive follow-up interviewing
  • No built-in per-response quality scoring or auto-generated experience report

QuestionPro

Customer Support Service Evaluation Survey Template

A general support service evaluation template covering typical CSAT dimensions, but not built around the chatbot-to-agent handoff journey specifically. Solid as a broad service quality check rather than a friction-point diagnostic for escalations.

잘하는 점

  • Established enterprise survey platform with reporting dashboards
  • Covers general service quality dimensions applicable across support channels
  • Template is ready to deploy without heavy customization

아쉬운 점

  • No questions targeting handoff mechanics (transfer trigger, wait time, context transfer)
  • No adaptive AI-driven follow-up interview on open responses
  • No transparent per-response scoring or voice-based interview option

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