Notify triage team of new intro calls with details

You get intro bookings without context, leaving consultants unprepared for merchant calls. Get full call details to coordinators and consultants immediately so they can prepare before the meeting.

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Overview

Booked intro calls often arrive without context, which slows consultant prep and delays merchant conversations. Send full invitee and question-response details to your triage coordinators and consultants so they have what they need immediately and can prepare ahead of meetings.