Create support record when a conversation is assigned
Create support record when a conversation is assigned
Your assigned paid-inquiry support conversations sit untracked, leaving managers without a single audit view. You get a consolidated spreadsheet row per assignment for same-day reporting.
Overview
When assigned conversations live only in inboxes, managers lose visibility and audits become manual. This captures each assignment as a single row in your reporting sheet so support managers and business owners can run same-day reviews and speed handoffs.