Personal assistants keep client SMS in customer records
Personal assistants keep client SMS in customer records
Personal assistants miss client SMS, causing delayed project actions and unhappy customers. Append SMS to customer records and notify the assistant so replies are visible and responses are faster.
Overview
Client messages that go unlogged create project delays and frustrated customers, putting personal assistants and project managers on the defensive. This workflow captures inbound SMS into the customer record and notifies the right person, eliminating manual logging so replies are visible and response times drop dramatically.
Notable Features
- Append incoming SMS to profiles
- Match messages to customer records
- Notify assistant and project managers