Add parsed chat lead answers to CRM contact record

Your chat transcripts lack billing and install-timing answers, leaving reps without outreach context. It fills contact records with those details so reps can call same day.

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Overview

Chat conversations often omit structured billing and install-timing details, leaving reps to guess at context and slowing outreach. This workflow extracts those answers and writes them into contact records immediately, so reps can call warm solar leads with the right details the same day.