Capture chatbot leads, send follow-up SMS, create tasks
Capture chatbot leads, send follow-up SMS, create tasks
Your chatbot transcripts miss contact details and inquiry context, leaving program coordinators unable to prepare for family enrollment conversations. Get logged leads, instant SMS, and tasks so teams act the same day.
Overview
Turn every finished chatbot session into a usable lead and a concrete next step for your team. This flow logs the chat, texts a confirmation when a phone is available, and creates a follow-up task so coordinators or sales can respond the same day.