Business owner: keep support cases updated from live chat

Support agents lose context when live chat status changes, leading to missed follow-ups. Update the Case with chat status and the latest message so agents and account owners have accurate CRM context for follow-up.

Overview

Live chat status changes frequently break CRM context and delay follow-ups, risking renewals and satisfaction. This workflow ensures chat status and the latest messages land on the Case so agents and account owners share accurate context, driving faster handoffs and far fewer missed follow-ups.

Notable Features

Write chat status to Case
Append recent messages to comments
Notify agents and account owners