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Support agents: keep tickets linked after company merges

Support agents: keep tickets linked after company merges

Support agents lose ticket context when company records merge, causing duplicated outreach. This flow reassigns tickets to the surviving company so agents see full history and avoid duplicate work.

Support agents: keep tickets linked after company merges

Overview

Tickets tied to obsolete company records lead to repeated outreach and poor customer experience for support agents. This workflow reassigns tickets to the surviving company record, preserves full case history, and alerts agents so ownership is clear and duplicated work is eliminated.

Notable Features

  • Reassign tickets to merged record
  • Preserve full case history
  • Notify support agents of changes

Support agents: keep tickets linked after company merges