For IT: route bot-handled chats to sales reps

IT admins see bot-to-sales handoffs leave prospects unassigned, causing missed first contact and stalled deals. Assign each chat to a sales rep and send alerts so follow-up starts quickly.

Overview

When bot handoffs leave prospects unassigned, first-contact opportunities slip and deals can stall. This workflow guarantees each bot-handled chat is assigned and alerted to a sales rep, turning handoffs into immediate follow-ups and dramatically reducing missed touches. IT can deploy the flow using existing chat, CRM, and notification tools to protect your pipeline.

Notable Features

Assign chats to designated reps
Notify sales reps instantly
Route unassigned chats to backup