Create onboarding ticket for new upsell bundle purchasers
Create onboarding ticket for new upsell bundle purchasers
Upsell orders without onboarding notes leave your agents without context and customers stuck. Create a ticket with purchase context so agents deliver resources and enable access same day.
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Overview
Paid upsells should trigger onboarding, not a manual follow-up queue. This flow turns each paid upsell into a contextual ticket so agents can deliver bundle resources and enable customer access the same day.