Send onboarding emails and notify team when chat payment succeeds
Send onboarding emails and notify team when chat payment succeeds
Your chat purchases sometimes arrive without a handoff, leaving coordinators without customer context. The workflow notifies onboarding staff and sends a welcome email so setup starts same day.
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Overview
When customers buy managed chat, onboarding must start immediately to avoid delays and confusion. This workflow detects qualifying payments, alerts your onboarding coordinators, and sends a welcome email within minutes so setup begins the same day.