Send onboarding channel message for new client orders
Send onboarding channel message for new client orders
Your new client orders lack a consistent handoff, so coordinators search for contact and service details. The onboarding channel posts order context so account managers can start setup same day.
Overview
New client orders often sit without a clear handoff, forcing coordinators to hunt for context. This flow posts a concise, formatted order summary to your onboarding channel so account managers can message clients and begin setup within minutes, enabling same-day starts.