Business owners: assign tasks for closed support cases

Support agents close conversations without follow-up tasks, leaving cases unassigned and risking SLA breaches. Create a project task when a conversation closes so agents capture closure notes and assign next steps.

Overview

Closed conversations often leave customer issues unassigned, creating SLA risk and jeopardizing retention — a key concern for business owners. This workflow turns every closed support conversation into a tracked project task so closure details are captured and next steps assigned; teams report faster handoffs and fewer missed follow-ups.

Notable Features

Create follow-up tasks on close
Populate tasks with closure details
Assign owner and set priority