Business owners classify lesson chats for reporting

Business owners see chat timing on case records as unclear, causing misprioritized follow-ups. This flags chats as right after, same day, or unrelated so coaches triage cases and report accurately.

Business owners classify lesson chats for reporting

Overview

Unclear chat timing turns case queues into guessing games and causes misprioritized coaching for business owners. This workflow classifies every chat relative to its lesson so coaches can triage work faster and ops get clean, accurate reporting.

Notable Features

  • Flag cases by chat timing
  • Update case records with labels
  • Notify coaches about priority chats

Business owners classify lesson chats for reporting