Stop missed handoffs with routed intake alerts for ops

Operations coordinators triaging intake records miss handoffs and stall case progress. Route new or updated intake to the right ops or support inbox so agents act quickly and no cases are missed.

Overview

Manual intake routing creates missed handoffs and stalled cases, putting operations at risk. This workflow routes new and updated intake records to the right ops or support inbox, eliminating manual triage so agents act quickly and missed follow-ups become rare.

Notable Features

Route intakes to correct inboxes
Attach full caller and case details
Notify ops and support agents