Create pre-test chat task from support session entry
Create pre-test chat task from support session entry
Your scheduled support sessions lack a pre-test task, leaving agents without prep context. Get a Pre-Test Chat task created automatically so agents can confirm attendees and prepare same day.
Overview
When a support session is scheduled, this flow creates a standardized Pre-Test Chat task so coordinators no longer scramble for prep details. It reduces last-minute confirmations and ensures agents can confirm attendees and prepare the same day.