Sales / CS
Customer Service Representative performance review template
Crestento drafts a polished review for a customer service representative from your bullet points. The AI knows the competencies that matter for this role and writes in language that fits — not the generic prose you get from ChatGPT.
Competencies evaluated
The customer service representative system prompt anchors the draft to these 7 competencies, in priority order.
- inbound call and email handling
- complaint resolution and de-escalation
- product and policy knowledge
- first-contact-resolution rate
- CSAT contribution
- escalation discipline (to specialist / supervisor)
- cross-sell and retention awareness
Tone calibration
warm, customer-experience focused, professional
Example phrasing
Strong — specific, evidenced, role-appropriate
“Maintained a first-contact-resolution rate of 78% against a team target of 70%, contributed to an overall CSAT of 4.6/5, and was the named handler on twelve retention saves across the year.”
Weak — vague, unevidenced, generic
“Great with customers.”
Draft your Customer Service Representative review in 30 seconds
Pick the role, paste your bullet points, get a polished review. Free tier includes two full reviews. Annual plans from $149.