Post-Delivery Check-In Agent — Copilot Setup Guide

The Post-Delivery Check-In generates structured follow-ups that surface issues early, confirm satisfaction on record, and identify expansion opportunities — turning every delivery into a defensive, confirmatory, and offensive move in one. Set up in just ~10 minutes, it creates each check-in in under 3 minutes, sends within the ideal window of 5–10 days post-delivery, and onboards with only 7 structured questions.