Sales ops — convert closed chats into CRM cases

Support agents lose context when closed messages don't become CRM cases, causing missed escalations and slower triage. This creates CRM cases with full history for faster triage.

Overview

Closed messaging threads that never become CRM cases create blind spots and risk missed escalations and renewals. Converting those threads into cases with full conversation history gives support and account owners immediate context, so triage and escalation happen faster and follow-ups aren't missed.

Notable Features

Create CRM cases from closed messages
Include conversation history in case
Notify account owners for escalation