Send 45‑day inactivity alerts to regional reps via chat

Your advisors' login inactivity goes undetected, leaving regional reps unaware of contacts to re‑engage. Receive targeted chat alerts so reps can re‑engage contacts the same day.

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Overview

If login inactivity goes unseen, regional reps miss easy reactivation opportunities; this workflow turns a daily database check into targeted chat alerts so coordinators can reach out the same day. It converts passive login data into immediate, actionable outreach for your campaign managers.