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Create searchable records from incoming chats for reporting

Create searchable records from incoming chats for reporting

Your incoming chats lack structured records, leaving conversations unsearchable. It logs messages to a central table so sales ops can report and route conversations same day.

Create searchable records from incoming chats for reporting

Overview

Unrecorded chat conversations create blind spots in pipeline reporting and delay rep follow-up. This flow captures every inbound chat into your analytics table and delivers searchable conversation records, so sales ops and reps can route and report on messages the same day.

Create searchable records from incoming chats for reporting