Skip to main content

Cases overview

Cases Overview

Cases allow your organization to easily organize and manage inquiries that need to be reviewed and resolved for various reasons. It is highly customizable based on the use case of your organization, and helps increase efficiency for manual review. Cases is closely paired with Workflows, as the Workflows feature triggers the creation of a Case. Cases also allow you to triage inquiries that are flagged to a specific member of the team to either approve or decline.

 

Last updated: