Creating a Case

Once your Case Group has been created, you and your chatbot can add new Cases. Select the Cases tab within CaseManager, choose the Case Group, and then select New Case. 

Once you have filled out the case form, click New Case to save. 

Editing a Case

Choose a case you wish to update. 

Editing tools are available in the center and right elements of the CaseManager. 

You can change the case status, assign an agent to the case, modify the case category, and edit your client’s profiles and custom fields.

Solving and/or Closing Cases

In the center of CaseManager, you can select the buttons to reply to case via Send Email, and Solve and Close cases.

Adding an Attachment

If you wish to add attachments to cases, select the Attachments tab in the center of CaseManager and upload a file.