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Create follow-up record and alert staff from chatbot

Create follow-up record and alert staff from chatbot

Your website chatbot transcripts delay staff responses to parents and students, creating missed follow-ups. Transcripts are logged and your coordinators alerted for same-day follow-up.

Create follow-up record and alert staff from chatbot

Overview

When website chatbot conversations finish, critical parent or student questions can fall through the cracks. This flow captures the full transcript and emails your coordinators, enabling same-day follow-up and clear handoffs to staff.

Create follow-up record and alert staff from chatbot