Add chat opt-ins to onboarding email sequences for customers

Your chat opt-ins without sequence assignment delay onboarding and leave customers unengaged. They are added to onboarding sequences immediately, ensuring welcome content arrives within minutes.

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Overview

When chat opt-ins aren’t enrolled in onboarding sequences, new customers miss critical first steps and your support ops spend time on manual enrollment. This flow captures opt-ins and enrolls them into the welcome sequence automatically, ensuring first-touch messages go out within minutes and freeing support staff for higher-value work.