Support agents: Send RGI outreach to flagged players
Support agents: Send RGI outreach to flagged players
Support agents miss safer-gambling flags in spreadsheets, risking escalations. Trigger RGI emails from row updates so players receive outreach and agents can assess and mitigate harm.
Overview
Flagged players left in spreadsheets can escalate into higher-risk cases and compliance headaches — support agents need a reliable trigger that guarantees outreach. This workflow turns a row update into an RGI email and a support case, creating consistent follow-up so agents can assess and mitigate harm and reduce missed follow-ups.
Notable Features
- Send tailored safer-gambling emails
- Create case records in CRM
- Flag responses for agent review