Prevent missed check-ins after case closure for ops

Operations coordinators lose flagged closed cases, leaving at-risk items unchecked. It waits fourteen days then alerts the account owner and case creator so they can book a customer check-in.

Overview

Missed post-activation check-ins let at-risk issues fester and threaten account health. This workflow waits fourteen days after a flagged case closes and alerts the account owner and case creator, turning ad hoc follow-ups into scheduled check-ins so issues get visible attention. Operations teams report faster follow-ups and fewer missed post-close actions.

Notable Features

Delay alerts for fourteen days
Notify account owner and creator
Include case risk and promo details