Post client chat emails to operations team channel
Post client chat emails to operations team channel
Your client chat notification emails sit in your inbox and delay timely responses to portfolio clients. Get immediate team channel alerts so portfolio managers can triage and reply the same day.
Overview
When client chat notifications arrive in a shared inbox, important context can be missed and responses delayed. This flow posts concise alerts to your operations channel so portfolio managers and client service reps can triage and reply the same day.