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Create plan record and email transcript to client

Create plan record and email transcript to client

Your chatbot transcripts and strategy outputs are scattered, leaving clients without a copy and you without a single record. Get the plan stored and emailed to clients so follow-up happens same day.

Create plan record and email transcript to client

Overview

Stop losing momentum between coaching sessions—every completed chat becomes a searchable record and a client-facing email in minutes. Your team gets consolidated plans and clients receive transcripts same day, so follow-up and decisions move faster.

Create plan record and email transcript to client