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Refiner is a customer feedback and survey tool designed to help businesses collect and analyze user insights.
Use Refiner with DialNexa when a caller needs help, escalation, callback, product triage, or a status update that support teams must own.

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Where Refiner fits in a DialNexa workflow

Refiner should receive DialNexa output when the conversation affects a ticket, conversation, customer issue, SLA risk, product feedback item, or support escalation. The handoff should explain what the caller asked for, what DialNexa learned, which record or object is affected, and who owns the next step.

Escalate VIP or angry callers

Flag sentiment, account value, SLA risk, repeat contact, and cancellation language.

Capture product feedback

Separate bugs, feature requests, usability confusion, and missing documentation.

Close the loop

Trigger callbacks, status updates, or support replies with the exact promise made during the call.

Avoid repeat questions

Send the questions DialNexa already asked so agents do not restart discovery.

Create actionable tickets

Include the issue, affected product, customer expectation, what DialNexa already asked, and next owner.

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What DialNexa should capture for Refiner

  • Customer name, account, email, phone, plan, support ID, ticket ID, and owner
  • Issue summary, product area, urgency, sentiment, SLA risk, and expected resolution
  • Tags such as bug, refund, cancellation risk, VIP, repeat contact, angry customer, or callback needed
  • Transcript link, recording link, DialNexa call ID, CRM link, order link, and conversation link
  • Duplicate ticket check, escalation owner, due date, and customer-visible next step

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High-value Refiner workflows

DialNexa should write the symptom, expected behavior, actual behavior, affected area, business impact, and evidence links into Refiner. A teammate should be able to triage the issue without replaying the call.
DialNexa should capture the preferred time, timezone, owner, promise made, and contact channel before updating Refiner. The receiving team should see exactly why the follow-up exists and what the caller expects next.
Use Refiner to keep the money-related context precise: reference number, amount if mentioned, customer claim, policy or approval need, and the safe follow-up path. Do not put private payment details into broad-access notes.
DialNexa should write the symptom, expected behavior, actual behavior, affected area, business impact, and evidence links into Refiner. A teammate should be able to triage the issue without replaying the call.
For this scenario, DialNexa should treat Refiner as an escalation destination. Send the impact, urgency, affected customer or object, owner, and transcript link so the right team can act before the issue gets colder.
For this workflow, DialNexa should send Refiner a concise, action-ready handoff: matched caller, affected record, reason for the update, urgency, owner, next step, and links to call evidence.
Use update contact when the caller changes a field, status, owner, date, priority, note, consent choice, or next step on an existing Refiner record. Include the old value, new value, and reason from the call.
Treat delete contact as a controlled workflow. DialNexa should capture the caller’s reason, identity confidence, approval owner, and rollback path before anything destructive or irreversible happens in Refiner.

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Workflows that pair Refiner with other integrations

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Implementation notes

  • Use the DialNexa call ID as the idempotency key before running Refiner actions.
  • Write a short operational summary into Refiner and link to the full transcript or recording for audit.
  • Map required fields before launch: destination object, owner, status, urgency, next step, and record URL.
  • Create review paths for low-confidence matches, sensitive requests, high-value customers, and actions that change money, access, legal terms, or customer commitments.

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FAQs

Tag sentiment, repeat contact, account value, cancellation language, and SLA risk, then notify the escalation owner.
Create a callback task with phone number, preferred time, timezone, owner, attempt count, and the reason for the callback.
Search open tickets and recent conversations by customer, phone, email, and issue category before creating anything new.
Private account details, agent-only notes, escalation reasoning, and full transcripts should stay internal unless approved for customer messaging.
Separate feature request, bug, confusion, missing documentation, and churn risk so product teams can use the signal.
No. Create or update a ticket when the caller needs follow-up, SLA tracking, evidence, escalation, or customer-visible ownership.
Issue, affected product, customer expectation, what DialNexa already checked, urgency, owner, next step, and transcript link.
When the caller provides reproducible behavior, expected result, actual result, affected product area, and business impact.