Deliver hourly lead conversation digest to your inbox
Deliver hourly lead conversation digest to your inbox
Your SMS lead threads arrive unstructured, leaving intake without context for follow-up. Get an hourly digest of AI assistant and lead messages for rapid triage within the hour.
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Overview
Unstructured SMS threads make intake slow and costly for a small tax practice. This flow compiles and delivers a grouped, hourly digest so you and your intake staff can triage leads and respond within the hour.