Create intake records from support messages for staff

Your inbound support messages arrive unstructured and force intake coordinators to retype contact and case details. Intake records are created and routed to coordinators, enabling same-day follow-up.

Overview

Inbound support messages often arrive unstructured and force intake coordinators into manual re-entry, delaying outreach. This flow standardizes incoming details and creates intake records automatically, so coordinators get organized cases within minutes and can follow up same day.