Coaching CEOs: keep client chats customer-facing and clear

Support agents at coaching firms see internal addresses in client chats, causing delayed replies. This removes internal users so support keeps threads customer-facing and restores response clarity.

Overview

Internal support addresses left in client conversations create confusing threads and slow replies, which harms client trust for coaching businesses. This workflow removes internal users from new conversations and alerts agents, restoring customer-facing threads and clearer responses.

Notable Features

Remove internal participants automatically
Notify assigned agent on change
Log removals to a central record