Customer support ops keep consultation histories consolidated

Support agents miss consultation notes when submissions aren't merged, risking SLA breaches. It appends summarized consultation notes to the matching intake record so agents have a single history.

Overview

Fragmented consultation notes create SLA exposure and slow case resolution. By summarizing and merging consultations into the matching intake record, support ops give agents a single source of truth—resulting in dramatically reduced follow-ups and faster resolutions.

Notable Features

Summarize consultation notes into digest
Match submissions to intake records
Notify agents when records update