Problem to Solve:
We still have people that are AI-adverse, so there are some instances that we’d like to be able to send a form for the customer to fill out since it has drop down options and other things that work better for people that don’t want to go back and forth with AI.
Right now it doesn’t look like we’re able to have Fin send a form using procedures, it looks like it has to be built as a workflow and then the procedure fires off that workflow. Seems counterintuitive instead of it just being able to send a ticket the same way it’s able to handoff to ticket.
Request:
Add the ability for Procedures to be able to send a black ticket for customers to fill out.