Assign onboarding conversation to owner when customer activates
Assign onboarding conversation to owner when customer activates
Your Activation customers lack an assigned support thread, leaving CSMs without context for onboarding outreach. It assigns the owner, reopens the thread, and surfaces a CSAT checklist within an hour.
Overview
When accounts move to Activation, support threads often stay unassigned and CSAT outreach is delayed. This workflow assigns owners, reopens the thread, and surfaces a CSAT checklist so your CSMs can act within one hour and close the outreach loop.