Add claims contact with review link to messaging list
Add claims contact with review link to messaging list
Your claims follow-ups lack a tracked review link and customer profile, causing manual copy‑paste and missed invitations. It adds a shortened review link and creates a contact for same-day outreach.
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Overview
When a claims conversation finishes, automatically capture the contact and append a shortened review link to their profile so support coordinators never have to copy and paste links. That converts ad hoc outreach into logged, same‑day invitations and keeps follow-up work visible.