Add internal alert when pilot adoption tag applied
Add internal alert when pilot adoption tag applied
Your pilot conversations often close without adoption steps logged, leaving reps without context. You get an internal alert that prompts assignee confirmation before closure, ensuring same-day follow-up.
Overview
When pilot conversations close without recorded adoption steps, handoffs break and follow-up slips. This flow posts a clear internal admin note mentioning the assigned owner so they confirm steps, reducing missed follow-ups and ensuring same-day resolution.