For consumer services CTOs: attach chat transcripts to cases

Support agents lose contact context when chat transcripts aren't attached to contacts, causing missed follow-ups and unhappy customers. Create a case with the full transcript so agents follow up faster.

Overview

Support inquiries go untracked when chat transcripts remain siloed, risking repeat contacts and poor customer experiences for consumer services businesses. This workflow ensures every transcript lands on the customer's contact record and opens a case, giving agents full context so response times drop dramatically and follow-ups aren't missed.

Notable Features

Attach transcripts to contact records
Create support cases automatically
Notify agents with full context