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CSAT vs NPS: which should a support team track?

11 min readUpdated

Track CSAT. It measures whether one conversation went well, satisfied responses ÷ total responses × 100, and it moves with what your support team does each week. NPS measures whether a customer would recommend the company, promoters minus detractors as a share of all responses, and it moves with the product, the price and everything else. On the same 420 responses, 350 satisfied is a CSAT of 83.3%, and 180 promoters against 70 detractors is an NPS of 26. Report CSAT upward with its response count and the numbers that explain it, and show support's effect on NPS rather than claiming the score as your own.

83.3%

CSAT

350 satisfied of 420 responses

26

NPS

180 promoters, 70 detractors, 170 passives

±3.6

CSAT margin

95% interval on 420 responses

±6.9

NPS margin

The same 420 responses

How do you calculate CSAT?

CSAT = satisfied responses ÷ total responses × 100.

The question is some version of "how satisfied were you with the help you got today?", on a 1 to 5 scale, and satisfied means a 4 or a 5. Take 420 responses in a month, 350 of them 4s and 5s: 350 ÷ 420 × 100 = 83.3%.

Every response goes in the denominator, including the 1s and 2s. The common way to flatter it is to count 3s as satisfied. If 40 of the other 70 responses were 3s, that turns the same month into 390 ÷ 420 = 92.9%, nearly ten points better for identical work. Top two boxes on a five-point scale is the convention; whatever you choose, write it beside the number. The CSAT calculator runs both scores from your own survey counts.

The 420 answers to the CSAT question

  • 83.3%Top two boxes: 350 of 420 answered 4 or 5
  • 92.9%Counting the 40 threes too: same month, nearly ten points higher
210 fives and 140 fours make 350 satisfied, a CSAT of 83.3%. Counting the 40 threes as satisfied turns the same month into 92.9%. Source: Worked example (fictional)

At a glance

The same 420 responses: CSAT 83.3%, NPS 26

One month, 420 survey responses, scored two ways.

CSAT“How satisfied were you with the help you got today?”12345Satisfied = 4 or 583.3%350 satisfied ÷ 420 × 100±3.6 points on 420 responses
Measures
One conversation
Moved by
The support team, week to week
Send it
A day or two after the conversation ends
NPS“How likely are you to recommend us to a friend or colleague?”012345678910Promoters 9–10 · passives 7–8 · detractors 0–626(180 promoters − 70 detractors) ÷ 420 × 100±6.9 points on the same 420
Measures
The whole relationship
Moved by
The whole company, quarter to quarter
Send it
On a cadence, quarterly or twice a year

Track CSAT as support's number. Show support's effect on NPS, split by customers who did and didn't need help, rather than reporting the company's score as your own.

Source: Worked example (fictional); margins are 95% intervals

How do you calculate NPS?

NPS = (promoters − detractors) ÷ total responses × 100.

The question is "how likely are you to recommend us to a friend or colleague?", on a 0 to 10 scale. 9s and 10s are promoters, 0 to 6 are detractors, and 7s and 8s are passives. On the same 420 responses, with 180 promoters, 70 detractors and 170 passives: (180 − 70) ÷ 420 × 100 = 26.2, reported as an NPS of 26. Put another way, 42.9% promoters minus 16.7% detractors.

Passives count in the total and on neither side, which is why NPS runs from −100 to 100 rather than 0 to 100. It also means the score moves in steps: on 420 responses, ten passives becoming promoters adds 2.4 points, and so do ten detractors becoming passives.

The same 420 customers, asked to recommend you

  • 70 · 16.7%Detractors 0–6
  • 170 · 40.5%Passives 7–8
  • 180 · 42.9%Promoters 9–10

42.9% promoters − 16.7% detractors = an NPS of 26. The 170 passives count in the total and on neither side.

Detractors answer 0 to 6, passives 7 or 8, promoters 9 or 10. NPS keeps only the two ends: 42.9% − 16.7% = 26. Source: Worked example (fictional)

A seven is the answer that catches teams out. On the CSAT scale a customer who is fairly pleased answers 4 and counts as satisfied. On the recommend scale the same customer often answers 7 and counts for nothing. That is one reason the two scores can't be converted into each other, even on the same people in the same month.

What does each score actually measure?

CSAT measures a transaction: did this conversation go well? It is asked about one contact, shortly after it, and it moves with what your support team does this week: how fast they replied, whether the answer was right, whether the customer had to repeat themselves.

NPS measures a relationship: would this customer put their name to you? It is about the product, the price, the onboarding, the last outage and the support team together, and it moves slowly. A support team can lift it, but it doesn't own it, and a quarter of excellent tickets can sit under a flat NPS because the product shipped a change customers didn't like.

That is the answer to the title. A support team should track CSAT as its own number, because it is the score the team's work moves. NPS belongs to the company, and support's job is to show its effect on it, not to report it as a support metric.

When should you send each survey?

CSAT goes out once a conversation has ended, while the customer remembers it. Send it the moment a ticket closes and you catch some customers before they know whether the fix worked; send it a week later and they have forgotten who helped. A day or two after closing is a reasonable middle, and if you track first contact resolution, surveying after the repeat window lets you split CSAT by whether the customer had to come back.

NPS goes out on a cadence, about the relationship, not after a ticket. A quarterly or twice-yearly send to the whole customer base is common. Don't bolt the recommend question onto the CSAT survey: a customer who has just been asked about one ticket answers the recommend question about that ticket, and both scores lose their meaning.

When each survey goes out

  1. Day 0Conversation endsDon't survey yet: the customer may not know if the fix worked.
  2. Day 1–2Send CSATAbout this one conversation, while they still remember it.
  3. Day 7Repeat window closesNow you can split CSAT by whether they had to come back.
  4. Each quarterSend NPSTo the whole customer base, about the relationship, never bolted onto a ticket survey.
CSAT a day or two after one conversation; NPS on its own cadence, to everyone. Waiting for a seven-day repeat window before splitting CSAT shows whether the customers who had to come back scored lower.

How much can you trust the score?

Less than a single decimal place suggests. Two things limit it.

Sample size. On 420 responses, the 95% margin of error on a CSAT of 83.3% is about ±3.6 points. NPS is noisier, because each response can count as +1, 0 or −1 rather than yes or no: on the same 420 responses its margin is about ±6.9 points. So a month where CSAT moves from 83% to 81% and NPS from 26 to 22 may not have moved at all. Below about 100 responses, a CSAT in the low 80s carries a margin of more than ±7 points, and the number is a direction, not a measurement.

How far the score can wander, by number of responses

  • 50 responsesCSAT ±10.3NPS ±20.1
  • 100 responsesCSAT ±7.3NPS ±14.2
  • 200 responsesCSAT ±5.2NPS ±10.1
  • 420 responsesCSAT ±3.6NPS ±6.9
  • 1,000 responsesCSAT ±2.3NPS ±4.5

NPS needs about four times the responses for the same margin, because each answer can land in three places rather than two.

95% margins for a CSAT of 83.3% and an NPS of 26 with this month's mix of answers. At 100 responses CSAT is good to about ±7 points and NPS to about ±14. Source: Worked example (fictional); 1.96 × standard error
Responses in the month CSAT margin (at 83%) NPS margin (at 26)
50 ±10.3 ±20.1
100 ±7.3 ±14.2
200 ±5.2 ±10.1
420 ±3.6 ±6.9
1,000 ±2.3 ±4.5

Who answers. Response rates for support surveys are usually low, and the customers who answer are not a random sample. The very pleased and the very annoyed reply; the quietly fine don't. More responses don't fix that. What helps is keeping the survey, the timing and the definition fixed, so whatever bias there is stays the same from month to month and the trend still means something. Report the response count and the response rate beside every score.

How do CSAT and NPS compare side by side?

CSAT NPS
Question How satisfied were you with this interaction? How likely are you to recommend us?
Scale 1–5 (satisfied = 4 or 5) 0–10 (promoter 9–10, detractor 0–6)
Formula satisfied ÷ responses × 100 (promoters − detractors) ÷ responses × 100
On 420 responses 350 satisfied: 83.3% 180 promoters, 70 detractors: 26
Range 0% to 100% −100 to 100
Measures One conversation The whole relationship
When to send Shortly after a conversation ends On a cadence, quarterly or so
Who moves it The support team, week to week The whole company, quarter to quarter
Margin on 420 responses about ±3.6 points about ±6.9 points

What does a month of CSAT look like? A worked example

The month's 420 responses are the ones drawn above: 350 satisfied, a CSAT of 83.3%. Split, they read like this:

One month's CSAT line, with the numbers that make it honest

Support report · CSAT, OctoberHarbor & Pine (fictional)
SegmentResponsesCSATMargin
All responses4.8% of 8,750 surveyed conversations42083.3%±3.6
Resolved by the agent25085.6%±4.4
Handled by the team17080.0%±6.0
Chat23084.3%±4.7
Email19082.1%±5.5

Last month 82.1%: up 1.2 points, inside the ±3.6 margin, so reported as flat.

Every segment carries its response count and its margin. Conversations the agent resolved scored 85.6% and the team's 80.0%, but the 5.6-point gap is inside the margin of the difference, about ±7.4 points. Source: Worked example (fictional)

Two lessons sit in that table. First, the gap between the agent's 85.6% and the team's 80.0% looks like a finding and isn't one yet: with 250 and 170 responses, the difference would need to be about 7.4 points before it was more than noise. Second, even if it held, it wouldn't mean the agent is better than the team. The agent resolves the simpler questions and hands the hard ones over, so the team's conversations start further behind. Compare the two over several months and by topic before drawing a conclusion.

The month-on-month change is the same story. Last month was 82.1%, so this month is up 1.2 points, well inside ±3.6. Harbor & Pine reports that as flat and says so, which is what keeps next month's real movement believable.

What should a support team report upward?

CSAT, monthly, with four things beside it. The response count and response rate, so nobody reads a 40-response month as a trend. The change from last month, within the margin or outside it. A split by channel, and by AI-handled against human-handled conversations, since the two are answering different questions. And the operational numbers that explain it: first contact resolution, first response time against your SLA, and handle time.

For NPS, report support's effect on it rather than the score itself. If the company runs NPS, ask for it split by customers who contacted support in the period and those who didn't, and by whether their issue was resolved first time. That comparison is the evidence for support's contribution; the headline NPS is not.

Rule of thumb

A score without its response count is a rumour. Put the count, the rate and the margin beside every CSAT you report, and call a change inside the margin flat.

What does Wiredesk record?

Wiredesk doesn't send CSAT or NPS surveys, so keep the survey you have and route it to conversations the agent handled the same way as to your team's. What it records sits beside your survey rather than replacing it.

Website chat can show a thumbs up and thumbs down under each of the agent's answers, and on the phone the agent can ask one question as the caller wraps up: "did I get you what you needed today?". Both are off by default, and the agent is told never to ask the call question after a transfer, or of a caller who is upset or in a hurry. The analytics page reports the share rated helpful, across chat and calls, beside the previous period. It counts rated answers, not conversations, so read it as an answer-quality signal rather than a CSAT score. Every finished conversation also gets a sentiment, positive, neutral or negative, from a model's reading of the transcript, which covers the customers who never answer a survey at all.

Signal Where it comes from What it counts Read it as
Your CSAT survey Your survey tool, a day after closing One answer per conversation How the conversation went
Answer ratings Thumbs under each agent reply in chat One rating per rated reply Whether that answer was right
End-of-call question The agent asks once as a call wraps up One yes or no per call Whether the caller got what they needed
Rated helpful Analytics, both of the above together Helpful ratings ÷ all ratings Answer quality, period on period
Sentiment A model's reading of each finished transcript Positive, neutral or negative The customers who never answer a survey

How do you collect satisfaction signals in Wiredesk? Step by step

Step 1: Turn on answer ratings in chat

Open the agent, go to Channels and then Website chat, and switch on Answer ratings. The widget then shows a thumbs up and a thumbs down under each of the agent's replies. A visitor can take a rating back, and only the agent's own replies can be rated, never the visitor's words or a teammate's.

The Answer ratings switch in the chat widget settings: thumbs up and down under each reply, with the thumbs-down ones found in Conversations

Answer ratings in a chat agent's widget settings, switched on.

The Harbor & Pine chat widget, with thumbs up and thumbs down under each agent reply and one reply rated thumbs up

What the visitor sees: a thumbs up and a thumbs down under each of the agent's replies. This one has rated the reply that started their exchange.

Step 2: Ask callers how it went

On the Phone channel, under Rating question, switch on Ask callers how it went. As a call wraps up, the agent asks "Before you go, did I get you what you needed today?" once. A clear yes or no is saved like a chat rating; a caller who doesn't really answer isn't recorded.

The Ask callers how it went switch on the phone channel, with the question the agent asks as a call wraps up

The phone channel's rating question, switched on.

Step 3: Read the thumbs-down conversations

In Conversations, a conversation with a thumbs-down carries a badge, and the Thumbs down filter lists them. Each rated reply in the transcript is marked Rated helpful or Rated not helpful, so you can see the exact answer the customer objected to and fix the knowledge behind it.

A Wiredesk conversation with a Rated helpful marker beside one agent reply, Resolved and Positive badges, and the agent's summary of what happened

A chat on a demo workspace: the reply the visitor rated is marked Rated helpful, and the conversation is tagged Resolved and Positive.

Step 4: Watch Rated helpful beside your CSAT

On Analytics, Rated helpful is helpful ratings as a share of all ratings, chat and calls together, beside the previous period. Put it next to your survey's CSAT each month. When CSAT falls and Rated helpful holds, look at the team's conversations; when both fall, look at the agent's answers first.

The six result tiles on Wiredesk analytics, including rated helpful at 89% from 416 of 466 ratings, chat and calls

Analytics on a demo workspace over 7 days: 89% rated helpful, from 416 of 466 ratings across chat and calls.
FAQ

Related questions

Often. Customers can be well looked after on every ticket and still not recommend a product that costs too much, lacks a feature they need or goes down too often. A high CSAT under a low NPS says support isn't the problem. It doesn't say there isn't one.

See it on your own website in the next five minutes.