Customer Interaction Audit Form
Evaluate and document customer service interactions for quality, compliance, and improvement.
Audit Date and Time
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Auditor's Full Name
*
First Name
Last Name
Staff Member Involved
*
First Name
Last Name
Customer Name (if applicable)
First Name
Last Name
Interaction Type
*
Please Select
Phone Call
Email
Live Chat
In-Person
Social Media
Other
Interaction Channel/Platform
Please Select
Main Office
Support Center
Website
Mobile App
Other
Please rate the following aspects of the interaction:
*
Rows
Professionalism
Clarity of Communication
Product Knowledge
Resolution Effectiveness
Overall Satisfaction
Poor
1
2
3
4
5
Fair
6
7
8
9
10
Good
11
12
13
14
15
Very Good
16
17
18
19
20
Excellent
21
22
23
24
25
Did the staff member follow all required procedures?
*
Yes
No
Partially
Checklist: Which of the following steps were completed during the interaction?
Proper greeting/introduction
Verified customer identity (if needed)
Listened actively to customer needs
Provided clear information/solutions
Confirmed customer satisfaction before closing
Other
Comments or Observations (Please provide details on strengths or areas for improvement)
Suggestions for Improvement
Submit Audit
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