تحديد فرصة إحالة + طلب إحالة

This workflow identifies the perfect moment to request customer referrals based on satisfaction signals. The AI detects high NPS scores, positive support interactions, product adoption success, and enthusiastic language. It then requests referrals via email, in-app message, or phone call with personalized incentive offers.

This workflow works natively within your existing ticketing system—whether you use HubSpot, Intercom, Zendesk, Salesforce, Freshdesk, Twilio Flex, or Front. There's no need to migrate to a new platform or change your existing setup. Referral requests, responses, and conversion outcomes are tracked in your referral program software or CRM. The AI learns optimal referral timing and incentive structures per customer segment. Successful referrals trigger reward fulfillment and new lead workflows automatically.