FeedbackPilot help guide
Prepare and track a review request draft
Use the same rating-neutral eligibility checks for every customer, copy safe wording and record any manual follow-up.
FeedbackPilot
Current task
Workspace
Settings
Review drafts
Completed service follow-up
Eligibility
Neutral checks passed
Safety
Safe to copy
Status
Sent manually
Complete the task
Follow these steps
Check the job context
Make sure the feedback is matched, the job is completed, the customer can be contacted and no unresolved serious issue blocks outreach.
Create the draft
Open Review drafts and choose Create draft, or use Prepare review draft from an eligible feedback record.
Review the safety result
Read the wording and resolve any warning or blocked language. Eligibility and safety are checked again before copying.
Copy and track the manual action
Copy the approved draft, send it through your normal channel, then update the status and reminder date. FeedbackPilot does not send it automatically.
Related guides
Request testimonial permission
Prepare exact wording, issue a permission link and wait for explicit approval before recording any public use.
Read guideImport or export data
Paste customer or job CSV rows, review row-level issues before committing them, and choose the right export for the data you need.
Read guideStill blocked?
Open the support form with the relevant category and page already selected. Do not include passwords, payment details, secrets or full private customer feedback.