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Create intake and client record from incoming chat

Create intake and client record from incoming chat

Chat leads lack structured contact, location, or transcript, forcing manual entry and slowing intake triage. It creates client and intake records with parsed fields and transcripts for same-day triage.

Create intake and client record from incoming chat

Overview

Incoming chats often land as unstructured snippets, leaving intake staff to clean records and delaying outreach. This flow converts each chat into a parsed client and intake record with transcript context, so intake coordinators can triage and assign cases the same day.

Create intake and client record from incoming chat