How do I automatically ask customers for reviews and send only happy customers to Google?
Use a workflow together with an AI agent.
- Build a workflow that texts the customer an opening message asking how they would rate their experience.
- Turn the AI agent on for that SMS channel. When the customer replies, the agent takes over the conversation.
- In the agent's prompt, say what to do based on the rating. For example: if the rating is below seven or the customer did not have a good experience, ask why, try to make it right and arrange a call with the owner before asking for a review; if the rating is seven or above, thank them and send the link to leave a review on your Google Business Profile.
- Put your own Google review link in the prompt.
A good trigger for business owners who do not want to log in to the CRM is a form trigger. Give the owner the link to a public review request form and have them bookmark it. Each time they enter a customer's details, the automation runs, texts the customer, and the AI handles the reply.
To send review requests to past customers, import them to Contacts and assign them to the agent with pacing so the messages go out over time.