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Create support thread for new project requests and assign

Create support thread for new project requests and assign

Your project intake forms produce no customer thread, so PMs lack message context and handoff details. Your PMs get a draft conversation linked to the project record so they can act same day.

Create support thread for new project requests and assign

Overview

Project intake often arrives without a message thread, forcing PMs to hunt for context and delaying outreach. This flow creates a draft conversation, assigns the owner, and links it to the project record so PMs can respond same day and reduce handoff friction.

Create support thread for new project requests and assign