Alert business owners and ops about trade events

Business owners miss trade events, causing customer confusion and compliance. This workflow alerts ops and customer engagement with platform and amount, so staff can reach out before issues escalate.

Overview

Unchecked trades create customer confusion and compliance exposure for business owners. This workflow delivers platform and amount details to ops and customer engagement so staff can contact users and prevent escalation. Teams report faster response times and fewer missed follow-ups.

Notable Features

Send transaction alerts to ops
Include platform and amount details
Create follow-up tasks for engagement