Add incoming chat messages as CRM notes on contacts
Add incoming chat messages as CRM notes on contacts
Your incoming chat messages arrive unlinked to contact records, leaving reps without context for follow-up. You get a searchable contact note so agents can respond with context the same day.
Overview
Stop losing conversation context across channels; this flow captures each inbound chat and attaches it to the right contact so your CSMs see history instantly. That means faster, context-rich responses and fewer escalations the same day.