Update lead record with chatbot summary for review

Chatbot transcripts aren't on lead records, leaving reps without context. Get concise summaries and a contact link for quick review, enabling timely follow-up within hours.

Overview

Chatbot conversations are valuable only when they surface on lead records with actionable context. This flow writes concise summaries and a contact link to the matching lead record so reps can review and follow up within minutes, reducing missed outreach and speeding qualification.