Add new chat contacts to support contacts sheet
Add new chat contacts to support contacts sheet
Your chat sessions create scattered contact records, leaving support without unified intake for follow-up. The sheet updates automatically so coordinators can begin outreach same day.
Overview
Chat sessions often produce untracked contact records that slow down follow-up and triage. This flow captures chat contact details into a shared worksheet so support leads and coordinators have clean intake and can begin outreach the same day.