Send upload request email and SMS to customers
Send upload request email and SMS to customers
New intake often lacks photos or documents, leaving agents unable to assess jobs and delaying scheduling. The request is sent automatically so agents get files and resume work same day.
Workflow preview:
Zap details:
Overview
Intakes that arrive without photos stall your service pipeline and force agents into manual chasing. This flow automatically requests uploads by email and SMS and delivers files to agents within minutes, so cases can be assessed and scheduled the same day.