Keep tenant SMS tied to support agent deal records
Keep tenant SMS tied to support agent deal records
Support agents lose tenant SMS context when messages aren't logged, causing delayed follow-ups and frustrated residents. Append incoming tenant SMS to the corresponding deal record so agents reply with full context.
Overview
Missed SMS logs create response gaps and frustrate tenants, risking renewals and service ratings. This workflow ensures every tenant SMS attaches to the right deal record so support agents have full conversation history and zero missed follow-ups.
Notable Features
- Append tenant SMS to records
- Match messages to deal by phone
- Notify assigned agent on new message