Keep messaging profiles linked to CRM ids for operations

Operations coordinators lose CRM IDs in incoming chat events, causing fragmented contacts and missed follow-ups. This writes CRM IDs into messaging profiles so follow-up starts quickly.

Overview

Operations coordinators struggle when chat and CRM records don't line up, which fragments contact history and delays follow-up. This workflow ensures every chat profile carries a CRM contact ID, eliminating fragmented records, enabling accurate segmentation, and creating a clear audit trail for operations and marketing.

Notable Features

Write CRM IDs to profiles
Match chat users to CRM
Alert ops for unmapped contacts