Business owners: keep support profiles aligned to CRM coaches

Support agents get wrong coach assignments, causing misrouted guidance and awkward handoffs. Keep CRM coach selections mirrored in support profiles so agents always have correct context.

Overview

Outdated coach mappings cause misrouted guidance and frustrating handoffs for support agents, putting customer satisfaction at risk. This workflow mirrors CRM coach selections into support profiles so agents always have correct coach context, reducing misrouted cases and improving consistency in customer interactions.

Notable Features

Update support profiles on change
Map coach names to IDs
Notify agents of coach changes