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Update lead record with AI triage and dispatch guidance

Update lead record with AI triage and dispatch guidance

You get lead updates without clear next steps, so dispatchers can't prioritize jobs. AI triage and a contact plan update the record so dispatchers can act same day.

Update lead record with AI triage and dispatch guidance

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Overview

When lead data changes, dispatchers need a clear next step or high-value work slips through the cracks. This flow writes an AI decision summary and contact timing into each lead so your team can act and reassign work same day.

Update lead record with AI triage and dispatch guidance