Has Anyone Tried the New AI-Assisted Review Collection Feature in G2?

·Apr 03, 2026 01:56 PM·

Has anyone used the new AI assisted review collection in G2? I don't own our customer stories/interviews, but feels like a natural way to weave in trying this with G2 when you're getting final approvals from the customers on the whole package.

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11 comments

· Sorted by Oldest

Natalie G.
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I am testing this out with my CSMs this month hopefully. I've worked with g2 last month to start collecting reviews this month so I don’t know how this will work but I'm optimistic.
Rachel Haney
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How are you communicating to the customers you're doing this without if feeling weird like you recorded me to generate a review? 😅
Natalie G.
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lol i created a one sheet for my CSMs that shared there are two options for customers to leave a review.
1.
On their own using voice and then ai will capture a review they can approve
2.
The csm can record the call and upload the transcript to G2 and a review will then be created and sent to them via email for approval before being published
Basically making it easy and giving customers options so it’s really a convenience play for customers.
Rachel Haney
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That makes sense! That might be a good play to run with our KAM team. My first thought was customers that have already agreed to do a more in-depth customer story has already signed up and agreed to share their story, so if we did this toward the end of that process it feels connected
Natalie G.
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That's a good plan. I’m working with the pmm who's over customer stories and we are trying to figure out our process because as you know most customers doing case studies will give reviews but most customers giving reviews probably won’t give a case study for many reasons. It's such a delicate and sticky situation. My goal is to work with all the marketers wanting to reach out to customers and we create a playbook and framework for all pieces of customer advocacy to reach our goals while partnering with the CS org.
Rachel Haney
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That's a solid point on the layered customer advocacy options. I'm on year 3 of running my automated review asks that I'm starting to see the volume plateau. Ownership of this is funky at our company, but thats not a bad way to frame it
Natalie G.
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Yes, I’m just getting started with this product so the world is my oyster lol but I'm the past, I created an evergreen review ask type program for customers that would go out after 90 days to customers who had green health scores using i think SalesLoft. Also, asking new users at existing companies would help too.
❤️1
Rachel Haney
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Love that you have a health score. I've been running in app triggers after leaving an NPS 7 or higher that works well for my two enterprise products. The CX team has been working on creating a stronger CSAT I was goin going to test a trigger on as well.
Natalie G.
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So currently getting the health scores are a little complicated lol but in the past at previous organizations not so much. And yes CSAT, health scores and NPS are what I think are the trifecta for targeting customers for sure.
Leslie Barrett
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Cheyenne Robinson 👀
Cheyenne Robinson
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Peerbound should already do this as it has access to case study interviews, so only thing would be to shoot over the review ask post interview! Leslie Barrett

Has Anyone Tried the New AI-Assisted Review Collection Feature in G2? | CMAweekly Customer Marketing and Advocacy Slack

Natalie G.
·
·
I am testing this out with my CSMs this month hopefully. I've worked with g2 last month to start collecting reviews this month so I don’t know how this will work but I'm optimistic.
Rachel Haney
·
·
How are you communicating to the customers you're doing this without if feeling weird like you recorded me to generate a review? 😅
Natalie G.
·
·
lol i created a one sheet for my CSMs that shared there are two options for customers to leave a review.
1.
On their own using voice and then ai will capture a review they can approve
2.
The csm can record the call and upload the transcript to G2 and a review will then be created and sent to them via email for approval before being published
Basically making it easy and giving customers options so it’s really a convenience play for customers.
Rachel Haney
·
·
That makes sense! That might be a good play to run with our KAM team. My first thought was customers that have already agreed to do a more in-depth customer story has already signed up and agreed to share their story, so if we did this toward the end of that process it feels connected
Natalie G.
·
·
That's a good plan. I’m working with the pmm who's over customer stories and we are trying to figure out our process because as you know most customers doing case studies will give reviews but most customers giving reviews probably won’t give a case study for many reasons. It's such a delicate and sticky situation. My goal is to work with all the marketers wanting to reach out to customers and we create a playbook and framework for all pieces of customer advocacy to reach our goals while partnering with the CS org.
Rachel Haney
·
·
That's a solid point on the layered customer advocacy options. I'm on year 3 of running my automated review asks that I'm starting to see the volume plateau. Ownership of this is funky at our company, but thats not a bad way to frame it
Natalie G.
·
·
Yes, I’m just getting started with this product so the world is my oyster lol but I'm the past, I created an evergreen review ask type program for customers that would go out after 90 days to customers who had green health scores using i think SalesLoft. Also, asking new users at existing companies would help too.
❤️1
Rachel Haney
·
·
Love that you have a health score. I've been running in app triggers after leaving an NPS 7 or higher that works well for my two enterprise products. The CX team has been working on creating a stronger CSAT I was goin going to test a trigger on as well.
Natalie G.
·
·
So currently getting the health scores are a little complicated lol but in the past at previous organizations not so much. And yes CSAT, health scores and NPS are what I think are the trifecta for targeting customers for sure.
Leslie Barrett
·
·
Cheyenne Robinson 👀
Cheyenne Robinson
·
·
Peerbound should already do this as it has access to case study interviews, so only thing would be to shoot over the review ask post interview! Leslie Barrett