Review Request Automation for Visa Consultants
Automatically send a client a review-request prompt once their case closes successfully, with configurable wording, timing, and an optional follow-up reminder — tracked per case, never a guessed or fabricated outcome.
What does review request automation actually send?
Review request automation is a single, narrow mechanic: when a case is marked closed or successful inside VisaBOS, the system automatically sends that client an outbound prompt — a short, configurable message with a link — asking them to leave a review on an external platform if they choose to. That is the entire feature. It does not compute a rating, does not track how many clients actually respond, and does not surface any resulting review count or score anywhere on this site or inside VisaBOS. The trigger is a case status change your consultancy configures, the message and timing are yours to write and adjust, and an optional single follow-up reminder can be enabled for clients who haven't responded yet. Every request's sent status is logged against its case, so an owner can confirm the automation actually fired — but what a client does after receiving the prompt is entirely between that client and whichever external platform the link points to. It is worth being precise about what this is not: it is not our client feedback and service rating software, which collects a rating and comment from a client for your own internal use inside VisaBOS. This feature does the opposite — it prompts a client to speak externally, and VisaBOS never reads back what, if anything, they end up posting there.
Why does asking for a review keep falling through the cracks?
A closed case is exactly the right moment to ask — and exactly the moment a busy counsellor is already moving on to the next one.
From a closed case to a request that actually went out.
A single case-status trigger drives the whole sequence — no counsellor has to remember to ask.
What makes this a reliable automation, not a gimmick?
Five capabilities that connect a closed case to a request that actually went out — on your terms, with nothing fabricated afterward.
Auto-Trigger on Case Closure
Fires on the case status you choose
- ✓Configured to fire when a case moves into a status such as closed or successful
- ✓No counsellor action required — the prompt goes out automatically once the trigger status is reached
- ✓Can be scoped to specific case types or outcomes rather than every closed case
- ✓Runs the same way for every case that meets the configured condition, not selectively
Customizable Request Message & Timing
Your wording, your schedule
- ✓Request message text is written and edited by your consultancy, not fixed by VisaBOS
- ✓Send timing configurable — immediately on trigger, or delayed by a chosen number of days
- ✓Different wording can be configured per case type or branch if needed
- ✓Changes to the message or timing apply going forward, without affecting requests already sent
Outbound Prompt With a Configurable Link
One request, pointed wherever you choose
- ✓A single outbound prompt is sent to the client with a link your consultancy configures
- ✓Link destination is set by your consultancy — commonly an external review platform such as Google
- ✓VisaBOS sends the prompt only; it does not read back or monitor what happens after the link is clicked
- ✓No claim or promise is made about how the client will respond, or whether they will respond at all
Per-Case Sent-Status Tracking
Know what actually went out, and when
- ✓Each case shows whether its review-request prompt was sent, and the date it went out
- ✓Optional follow-up reminder status is tracked alongside the original request
- ✓Gives an owner a way to confirm the automation is firing consistently across counsellors and branches
- ✓Tracks delivery of the request only — not any external review the client may or may not later post
Opt-Out & Consent Handling
A client can stop receiving requests at any time
- ✓A client who opts out stops receiving review-request prompts, including any configured follow-up
- ✓Sits alongside the same consent practices used for other automated client messaging in VisaBOS
- ✓No repeated resending beyond whatever follow-up count a consultancy has configured
- ✓Opt-out status is recorded per client, so it is respected consistently across future case closures
The trigger reads case status from the same record used by our task reminder automation feature, so a review request goes out from the same reliable case-closure event your team already relies on for other automated steps — not a separate trigger someone has to configure and maintain twice.
How fast can this start running on its own?
One configuration session sets the trigger, message, and timing — every case that closes after that follows the same consistent flow.
Configure the Trigger, Message, and Timing
Choose which case status fires the prompt (for example, closed or successful), write the message a client will see, and set whether it sends immediately or after a delay. An optional follow-up reminder and its timing can be configured at the same time.
A Case Reaches the Trigger Status
As soon as a case is moved into the configured status, VisaBOS automatically sends the outbound review-request prompt to that client — no manual step required from the counsellor who handled the case.
Sent Status Is Logged, Follow-Up Runs if Configured
The case record shows that the request was sent and when. If a follow-up reminder is enabled and the client hasn't responded within the configured window, one reminder goes out automatically — and its status is logged too.
Frequently Asked Questions
Common questions from Indian visa consultancies about automating the outbound review request their clients receive after a case closes.
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