Alerts for customers losing interest: to the rep, into a task, and by email

Every hour the scenario finds customers whose interest score has dropped, notifies the responsible rep, creates a follow-up task and emails the customer. Nobody gets reminded twice.

  • A drop in interest is noticed within the hour
  • The rep gets a direct message, not a post in a busy channel
  • A follow-up task is created in the CRM automatically
  • Duplicates are filtered: no customer is reported twice
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