Skip to content

Business owners: SMS applicants assigned agent details now

Business owners miss applicants when form submissions don't trigger agent contact. Instant SMS shares assigned agent details so applicants are informed and handovers start faster.

Business owners: SMS applicants assigned agent details now

Overview

Missed applicant follow-ups erode trust and slow case handovers for support leaders. This workflow sends an SMS with the assigned agent's contact when applicants submit forms, ensuring applicants are informed, response times drop dramatically, and manual outreach is removed.

Notable Features

  • Send SMS on new application
  • Include assigned agent contact details
  • Create ticket for agent handover

Business owners: SMS applicants assigned agent details now