Keep business owners informed with every customer chat attached

Business owners risk fragmented chat histories when agents miss messages, slowing triage. Attach each message and timestamp to the CRM contact so account and support have full conversation context within minutes.

Overview

Missed chat history causes slower triage and inconsistent account handoffs. This workflow ensures every incoming chat and timestamp is attached to the CRM contact so support and account owners always have full context and zero missed follow-ups; teams report faster, cleaner handoffs.

Notable Features

Attach incoming chats to CRM
Record message timestamps on contact
Notify agents of updated history