Add phone appointment contact info to support ticket record
Add phone appointment contact info to support ticket record
Phone appointment tickets lacking contact info prevent agents from prepping. Enrich the ticket and requester record so agents have full contact context ahead of calls.
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Overview
Incoming phone-appointment tickets often arrive with incomplete contact details, which slows prep and risks reschedules. This flow extracts email, phone, and customer name, ensures the requester record is created or updated, and notifies the team so reps are ready ahead of the call.