Actions & Follow-Ups

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Purpose

Use the Actions & Follow-Ups page to confirm that downstream automations fired correctly and to flag conversations that need human attention.

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Actions Tracked

• Lead created: Indicates the visitor submitted details or qualified for a pipeline stage.
• Workflow triggered: Shows which automation (e.g., nurture sequence, support triage) ran.
• Campaign enrollment: Confirms the visitor was added to a broadcast or drip.
• Tags applied: Highlights categorization events such as “High intent” or “Needs demo”.
• Custom API calls executed: Logs third-party actions like CRM updates or ticket creation.

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Follow-Up Use Cases

1. Sales teams: Review high-intent leads and schedule outreach.
2. Support teams: Track unresolved cases that require manual resolution.
3. Marketing teams: Validate that campaigns and segments updated after the conversation.

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How This Helps Teams

• Ensures automations executed correctly so nothing falls through the cracks.
• Identifies conversations needing manual action before the visitor churns.
• Connects chat interactions to business outcomes, making it easy to report ROI.