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Davies CXsmart — User Guide

Davies CXsmart (Voice of the Customer) is a multi-channel customer-feedback platform: collect feedback over web, email, SMS and IVR; capture every response; and turn it into dashboards, KPIs, verbatim and sentiment analytics, alerts, leads and coaching.

This guide is for the people who use the platform day to day — analysts, team managers, agents and client administrators. If you build or operate the platform, see the Developer Guide instead.

Where to start

  • New here? Read Getting started for sign-in and a tour of the app.
  • Want the vocabulary? The Glossary defines NPS, CSAT, verbatim, topics vs themes, channels, agents and more.
  • Looking for a specific area? Jump straight to it:
If you want to…Go to
Read dashboards and apply filtersDashboards
Browse and search individual responsesResponses
Analyse free-text feedback and sentimentVerbatim
Track NPS/CSAT and agent performanceKPI
Run and export reportsReports
Manage alerts and casesAlerts
Work advocacy leadsLeads
Recognise and coach your teamCoaching
Have an agent launch a survey to a customerADEPT
Build and publish surveysSurveys
Send surveys and manage suppressionDistribution
Administer your client accountAdmin

:::note Your access depends on your role Not everyone sees every screen. What you can view and change is governed by the role your administrator assigned you — see Users & roles. :::