Create triage records from inbound chat messages for review

You get unstructured chat messages lacking contact context, which slows client follow-up. Messages are summarized into a triage table so account owners can prioritize outreach the same business day.

Overview

Inbound chats are often messy and miss contact context, causing follow-up delays and lost opportunities. This flow captures each customer-initiated message, converts the content into a readable summary, and logs a triage record so account owners can act the same business day.