Create support cases from live chat transcripts for team

Your live chat transcripts aren't recorded in CRM, leaving visitor details and agent context untracked. Get assigned, searchable case records so coordinators can follow up the same day.

Overview

When live chats don't create CRM records, coordinators waste time piecing together context and follow-up stalls. This flow captures transcripts, normalizes agent identity, and creates assigned interaction records so your client experience team can act the same day.