Improved Updated
9 months ago

Add Closing note category as filter for Conversation is Done trigger

We’ve introduced a new feature in the "Conversation is Done" trigger:

A Closing Note category filter. This allows you to categorize and filter conversations based on specific closure notes, adding a layer of organization and insight.

Easily save context such as category, summary, and attachments to user fields, ensuring comprehensive documentation and follow-up.

Leverage this feature to streamline conversation management and improve analytics!

Enhanced Conversation Closure with Closing Note Category Filter.jpg 83.79 KB