Partner & customer CX
Support your partners and their customers without leaving PartnerOS. A full service desk — tickets, threaded conversations, assignment, and SLA escalation — plus CSAT and NPS surveys with a public respond flow, and health scoring that rolls it all into a tier.
Partner support is invisible until a partner churns
Tickets sit in a generic help desk with no partner context, SLAs quietly breach, satisfaction is never measured, and the first sign a partner is unhappy is when they leave. There's no early-warning signal.
The flow, end to end
Open
A ticket is created for a partner or their customer, with full conversation history.
Assign
Route it to an owner; track priority and status as the thread progresses.
Escalate
If it passes its SLA, the SLA worker escalates it and emits a breach event automatically.
Measure
Close it, send a CSAT/NPS survey, and let the response feed the partner's health score.
What's in the box
Service desk
Tickets with threaded conversations, assignment, priority, and status — scoped per partner.
SLA escalation
A worker claims tickets past their SLA, escalates them, and emits an sla_breached event.
CSAT & NPS surveys
Send satisfaction and loyalty surveys; collect responses through a public token link.
Health scoring
Status, open tickets, and last CSAT roll into a health tier you can act on.
Event-fed
Every ticket and survey event feeds the metrics engine and can trigger playbooks.
Health scoring turns support signals into a churn signal
A health tier is computed from live status, open ticket load, and the most recent CSAT — so a partner sliding toward at-risk shows up before they leave. Wire it to a playbook and the save motion runs itself.
- ✓SLA breaches surface as events, not silent misses
- ✓Public survey respond flow — no login required for respondents
- ✓Health tier drops feed retention playbooks
Measure satisfaction without dragging anyone into a login
Close a ticket and send a CSAT or NPS survey; respondents answer through a public token link with no account required. Every response feeds the metrics engine and the partner's health score, so how a partner feels becomes data you can trend and automate on, not a hunch.
- ✓CSAT and NPS with a public, no-login respond flow
- ✓Threaded tickets with assignment, priority, and status
- ✓Survey and ticket events flow into metrics and playbooks
Custom metrics & dashboards
Ingest any event, define your own metrics, and build a dashboard for every partner level.
Learn morePlaybooks automation
An event-driven, node-graph engine that turns any signal into the right action, automatically.
Learn moreRecruitment & onboarding
Application intake, approval, and a portal provisioned the moment a partner is approved.
Learn moreReady to run your partner program in one place?
Book a walkthrough and see recruitment, PRM, automation, payouts, CX, and dashboards working together — on one platform.