Notify customer experience reps of resident intake forms
Notify customer experience reps of resident intake forms
Customer experience reps miss resident inquiries when intake forms go untriaged, risking delayed care and frustrated families. It notifies agents so reps can triage immediately.
Overview
Intake forms left untriaged lead to delayed outreach and frustrated families, putting resident care at risk. This workflow routes every new intake to your team channel and notifies agents so reps triage and begin follow-up immediately, removing the need for manual monitoring and reducing missed first contacts.
Notable Features
- Post intake alerts to channel
- Ping assigned agents for triage
- Log each submission for tracking