Create onboarding task from saved team message quickly

Your saved team messages with customer notes sit untracked, causing onboarding steps to be missed. Turn those messages into onboarding tasks so owners can act with context same day.

Overview

When customer handoffs hide in saved messages, CSMs spend time copying context and onboarding stalls. This flow turns saved messages into assigned onboarding tasks containing the message link and excerpt, letting owners act with context the same day.