Survey response routing

Feedback loses value if it sits, so a Beam agent reads new Refiner responses as they arrive and routes each one under approved rules. It checks the score, the answers, and the contact, then updates the record and notifies the right team, product for a feature ask or support for a problem. Clear cases move on their own. Responses that are ambiguous, mix praise with a serious complaint, or come from a high-value account are routed to a person, who reads the full context before deciding how the team should respond.

Targeted survey triggers

Asking the right user at the right time matters, so a Beam agent watches product and lifecycle events and starts the matching Refiner survey under approved targeting rules. It reads the user's attributes, confirms they fit the audience and timing, and launches the survey or drafts it for review. Over-surveyed or sensitive users are protected. When a user has been asked too recently, sits in a fragile account, or falls outside the defined audience, the agent holds the send and asks a person whether the survey should still go out.

Feedback tagging and rollup

Raw feedback is hard to act on, so a Beam agent reads Refiner responses, applies the team's approved tags for theme and sentiment, and updates each record. On a schedule it rolls tagged feedback into the summary your rules define, then posts it to product or updates a tracking board. Responses that do not fit a tag, carry mixed sentiment, or mention churn risk are set aside and routed to a person, who reviews them before they are counted, so the rollup the team acts on stays trustworthy.