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Customer Review
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Create Verify initiative
Keep sensitive strategy in the private note. FieldRMZ monitors the sanitized customer signal and does not send the private note to AI by default.
Customer-facing name for this initiative. Example: Delivery communication follow-up.
Non-sensitive label for the customer signal being monitored. Do not put vendor names, contract details, or internal strategy here.
Controlled category used to match review-analysis tags consistently across initiatives.
Verify counts how often this signal appears in eligible reviews, then normalizes the rate for comparison. A minimum of 10 reviews per period is still required before interpreting movement.
This defines how FieldRMZ interprets the follow-up period. Choose decrease for complaint signals, increase for praise signals, or monitor when no success direction has been selected.
Locked from the insight/dashboard period so the evidence source does not drift after creation.
Change the dashboard date range before creating an initiative if you need a different baseline.
Private notes are visible to authorized FieldRMZ users in this workspace but are not used in the deterministic signal check and are not sent to AI by default.
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Platform
Business Insight