Customer support ops: keep a single canonical client record

Support agents get tickets with fragmented client info, causing repeated account lookups and SLA risk. So agents always start with one verified client record.

Overview

Support operations risk SLA breaches when agents rely on fragmented client details. This workflow enforces a single canonical client record by checking the master sheet and creating missing contacts, eliminating duplicate lookups and ensuring agents start every interaction with verified details.

Notable Features

Check master sheet for matches
Create new contact and sheet row
Flag ambiguous matches for agent review