Create contact and conversation records from inbound chat
Create contact and conversation records from inbound chat
Your inbound chat messages lack structured contact records, leaving onboarding teams without context. Centralize captures so agents can triage and follow up same day.
Overview
Inbound chat often arrives without a contact record, leaving onboarding teams scrambling and delaying merchant activation. This flow captures each message, creates or updates a contact and conversation record, and routes items needing manual attention so teams can follow up same day.