Add forwarded session details to your leads spreadsheet

AI-forwarded support sessions arrive without a single record, scattering follow-ups and booking context. It creates a single searchable log so support managers and ops can triage and act same day.

Overview

Forwarded AI sessions often land in inboxes or handoff threads, causing follow-ups to slip and booking context to scatter. This flow captures each forwarded session into a central, searchable sheet so support managers and ops can triage and act the same day.