Keep customer success agents informed with welcome tags

Customer success agents get webhook contacts without onboarding tags, causing inconsistent welcomes and missed ownership. It tags contacts with welcome and retention labels and notifies ops so agents start onboarding.

Overview

Support agents miss onboarding cues when webhook contacts lack tags, which leads to inconsistent welcomes and ownership gaps that risk churn. This workflow applies welcome and retention tags and alerts ops for missing contacts, ensuring owner status is always visible so follow-ups happen and response times drop dramatically.

Notable Features

Apply welcome and retention tags
Notify ops when contact missing
Show owner status to agents