Never miss COI requests in support inbox and chat
Never miss COI requests in support inbox and chat
Support agents miss certificate of insurance emails, causing escalations and delayed responses. Routing COI mentions to the support inbox and chat ensures agents acknowledge and coordinate faster.
Overview
Support agents routinely miss certificate of insurance requests, which creates escalations and SLA risk. This workflow routes every COI mention to the shared support inbox and posts an alert in team chat, so agents acknowledge and coordinate responses faster. The result is fewer escalations and clear ownership for every COI inquiry.
Notable Features
- Route emails to support mailbox
- Post alerts to team chat
- Tag and prioritize COI emails