Keep support agents prepared for upcoming ticket meetings

Support agents managing many tickets miss handovers, causing incomplete meeting prep. Daily checks mark meetings three days ahead, ensuring agents complete handovers and arrive prepared.

Overview

Missed handovers lead to last-minute prep and SLA risk for support agents. This workflow surfaces meetings three days out and delivers actionable reminders into ticket comments and chat, eliminating last-minute handoffs and keeping agents prepared. The result is fewer escalations and smoother customer transitions.

Notable Features

Run daily ticket meeting checks
Add private handover notes to tickets
Notify assigned agents in chat