Flag incoming chat leads and assign follow-up owner
Flag incoming chat leads and assign follow-up owner
Incoming chat messages arrive unclassified, causing missed intake and slower follow-up on corporate cases. Get prioritized lead flags so you can follow up the same day.
Overview
Unclassified chat intake slows response and risks losing prospective engagements. This flow classifies inbound chat, flags leads, and updates your contact table so business development or the founder can follow up the same day. The result is faster intake and clearer ownership for every potential client.