Keep registered agents' call logs accurate and searchable

Registered agents miss call messages in chat, letting follow-ups slip and creating compliance risk. Log every call note to a searchable spreadsheet so owners can follow up and keep accurate records.

Overview

Solo registered agents face compliance exposure and missed client follow-ups when call notes get buried in chat. This workflow captures every call message into a searchable spreadsheet, eliminating missed follow-ups and creating a reliable audit trail for reporting and review.

Notable Features

Capture chat call notes
Create searchable spreadsheet rows
Notify owner of missed follow-ups