Plugin · crm
Whip Computer + Simplesat
Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights
How a Bot uses Simplesat
9 Simplesat tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Look up the accounts you name in Simplesat. Return a short health read.
- Draft a follow-up. Do not create or close records until you approve.
- Cite the CRM fields. If a number is missing, it says so.
Never without you
- Create or delete records
- Email the customer from the CRM
First message
Look up these accounts in Simplesat. Health, last touch, risk. Do not email anyone.
Tools a Bot can call
A sample from the Simplesat toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Create or Update Customer V2
- Create or Update Team Member
- Get Customer
- List Answers
- List Questions
- List Surveys
Jobs that use Simplesat
- Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
- Lead generation — Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.
- Lead qualification — Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.
Related integrations
FAQ
Does Whip Computer have a native Simplesat integration?
Yes. Connect Simplesat under Plugins. The Bot still asks before anything leaves the thread — sending CRM included.
Can a Bot change live Simplesat data?
Not by default. Whip Computer is talk-first: draft in the thread, grant access when it hits a wall. Live Simplesat writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.