Create inbound call rows for intake and scheduling
Create inbound call rows for intake and scheduling
Your inbound call records arrive unstructured, leaving schedulers without caller context or reason. Coordinators get complete intake rows to schedule visits and return callbacks same day.
Overview
Intake calls that arrive without structure force schedulers into manual lookups and missed callbacks. This flow captures every inbound payload into a single intake sheet with caller context and callback flags, so coordinators can schedule visits and return calls the same day.