Keep business owners' chat tickets linked to deals

Business owners find bot chats lose customer context, causing unlinked tickets and stalled deals. Linking each chat to contact and deal records ensures support and sales act on unified cases and SLAs are protected.

Overview

Unlinked bot conversations create stalled deals and SLA exposure that business owners can't ignore. This workflow captures chat requests as tickets and links them to contacts and deals so support and sales work from a single case, reducing missed follow-ups and protecting SLAs.

Notable Features

Create tickets from bot chats
Associate tickets to contacts and deals
Notify support and sales reps