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Create triage task from inbound contact messages for intake

Create triage task from inbound contact messages for intake

Your contact-center messages with client details often sit untracked and delay intake and benefits enrollment. Coordinators get a tracked outreach task for same-day follow-up.

Create triage task from inbound contact messages for intake

Overview

Inbound client messages often fall through without a tracked follow-up, slowing intake and jeopardizing timely benefits access. This flow converts qualifying messages into board tasks so coordinators see and act on referrals within the same day.

Create triage task from inbound contact messages for intake