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Create new intake records from client chat leads

Create new intake records from client chat leads

Your chat and text intake leads lack structured records and context, delaying follow-up and assignment. Get complete intake entries with transcripts into your case system for prompt outreach same day.

Create new intake records from client chat leads

Overview

Stop leaving chat and text leads untracked; this flow turns every incoming conversation into a structured intake with the transcript attached for intake coordinators. Case managers get context and can begin outreach and assignment the same day.

Create new intake records from client chat leads