Never miss tagged chats, create CRM cases for support agents

Support agents lose tagged chats that never become cases, creating audit gaps and SLA risk. Create CRM cases linked to customer and account so agents have auditable tickets and faster SLA handling.

Overview

Support agents miss tagged conversations and that creates audit gaps and SLA exposure. This workflow converts every tagged chat into a CRM case linked to the customer and account, enforcing an auditable trail and clear ownership. The result is eliminated missed follow-ups and consistent SLA-driven handling across support and account teams.

Notable Features

Create CRM cases from chats
Link cases to customer accounts
Notify agents and account owners