Create intake records from live chat leads for triage
Create intake records from live chat leads for triage
Your live chat submissions without structured intake delay follow-up and leave operators lacking context. You get intake records with contact and UTM details so reps can triage and reach out same day.
Overview
Live chat leads often arrive without campaign context, leaving ops and sales teams guessing and slowing follow-up. This flow captures chat submissions into intake records with contact and UTM data so your team can triage and reach out same day.