For wellness clinics: route chat requests to support cases

Support agents at wellness clinics miss chat requests, delaying patient triage and intake. It turns messaging requests into support cases so agents assign and prioritize follow-ups, preventing overlooked issues.

Overview

Wellness clinics risk disrupted patient intake when chat requests go unseen. This workflow converts inbound messaging into formal cases so support agents assign and prioritize follow-ups, eliminating overlooked messages and improving triage. Support teams report faster response times and clearer audit trails.

Notable Features

Create support cases from chats
Route urgent messages to agents
Attach chat transcripts to cases