Prevent ownership ambiguity for support agents in CRM

Support agents reassigned conversations face ownership ambiguity, causing missed follow-ups. CRM interaction owners update as assignments change so agents start follow-up promptly.

Overview

Support agents lose ownership clarity when assignments don't appear in the CRM, which risks missed follow-ups and SLA breaches. This workflow pushes assignment changes into interaction records so agents always see current owners and start follow-up promptly. Teams report faster handoffs and clearer SLA tracking.

Notable Features

Update CRM owner on assignment
Notify new agent of reassignment
Record assignment history for audits