Enable IT to deliver risk questionnaires from chat requests

IT admins face compliance gaps when risk questionnaires aren't sent on request. Route chat-triggered questionnaires to client inboxes so compliance onboarding completes and servicing can begin.

Overview

Missed questionnaire requests create compliance gaps that block onboarding and delay investment activity. This workflow turns chat requests into guaranteed client emails and recorded sends, eliminating manual copy-paste and reducing missed follow-ups — teams report faster response times and zero missed follow-ups.

Notable Features

Send questionnaires from chat requests
Extract client emails and names
Log sends and notify Slack thread