> For the complete documentation index, see [llms.txt](https://docs.antbuddy.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antbuddy.us/antbuddy-inc-documents/antcrm-customer-management/customer-experience-management/2.-how-to-use-the-agent-interface.md).

# 2. How to use the Agent interface

2.1. Call

* On the Call Popup interface, when consultant selects a level 3 category set up to automatically send a survey, after clicking Save and closing the popup, the system will automatically send a ZNS/SMS message containing the survey landing page to the customer.

If the automatically configured category is not selected, the *consultant* can also click the "Send Rating" button to send the survey to the customer.

<figure><img src="/files/qcg10U850M6FQhWOMKKg" alt=""><figcaption></figcaption></figure>

2.2. Conversation&#x20;

* On the conversation interface, when the consultant selects a level 3 category set up to send a survey, after clicking Close Conversation, the system will automatically send a review invitation message with a link to the landing page

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcU8IwlISSzk-06DSrMgVoh0KHCIQzshSlGn7xri_0VOjMVX1UxK9SfOKP2ST4PT612bauJrKTezio6MqPf4NEexo9lbmQ-JaHtZmh7oQkuH9O6vDm9dI6XmUUcU9_FQGp9JTlM?key=hX0gjC0BLwlnnhJxr9HZ-3Sx" alt=""><figcaption></figcaption></figure>

The button interface when sending a message out

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeBTAKi2vZYeKlf3TuBBHahSl-7CUSBNMeBGDAF1pxZuWpKO5tGa5YFD3GKjsnH26FftTWauT5r-RWlAjEMRGVynUk_tA5Tkzhf6TPkTulglB3ghKqe6Q88gEMvzVFe1Prgkrv7qg?key=hX0gjC0BLwlnnhJxr9HZ-3Sx" alt=""><figcaption></figcaption></figure>