Update client next steps and archive previous summary
Update client next steps and archive previous summary
Unlinked call summaries leave client records missing context and prevent CSMs from prioritizing follow-ups. It captures notes, archives prior steps, and updates actions same day.
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Overview
Unlinked call notes slow down follow-ups and obscure client history. This flow attaches call summaries to the correct client record, archives prior instructions, and updates next actions so CSMs have accurate context within minutes.