For marketing CEOs: Capture customer messages into triage

Marketing agency CEOs miss customer inquiries when chat and email pile up. Capture every customer message into a central triage table so support can prioritize and route inquiries for faster response.

Overview

Small marketing agencies lose clients when customer inquiries slip through inbox cracks. This workflow captures every inbound conversation into a central triage table and routes high-priority messages to support, so response times drop dramatically and no inquiry is missed.

Notable Features

Create triage records from conversations
Prioritize and tag by urgency
Notify support with message summaries