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Create case from chat requests with transcript and origin

Create case from chat requests with transcript and origin

Your chat transcripts and origin tags often never reach CRM, leaving conversations unlinked to campaigns and blocking attribution. Create searchable cases with transcript and source tags same day.

Create case from chat requests with transcript and origin

Overview

When chat conversations don't flow into CRM with origin data, your campaign reporting and follow-up pipeline break down. This flow captures chats as searchable cases with timestamps, origin tags and transcripts attached, so marketing ops can attribute and act on inquiries same day.

Create case from chat requests with transcript and origin