Update case records with AI call summaries and next steps

Your call summaries aren't attached to cases, leaving coordinators without context and delaying outreach. Staff get conversation context and clear next steps so follow-ups occur the same day.

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Overview

When inbound calls aren't linked to your case system, coordinators spend time piecing together context and follow-ups stall. This workflow pins AI-generated summaries and next steps to the matching case, so staff can act with full context and follow up the same day.