Cases
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How to use Cases Checklist
Overview Within a Case template, you can create a custom checklist for agents to follow and complete when reviewing each case. Example us...
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Cases Statuses
Overview Case Statuses can be used to mirror your preferred workflow or your case management process. You can use default statuses or cre...
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Cases Actions
Overview Cases Actions are one-click macros that enable your team to automatically run an action for a given case. Case actions are built...
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Cases overview
Cases Overview Cases is an identity investigation center that enables you and your ops team to build a more robust and efficient review p...
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Cases Template
Overview A case template is created based on the reason for the case and is customizable to your team's needs. You'll chose a specific n...
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About Cases Analytics
Overview Cases Analytics allows you to gain visibility into your review team's productivity metrics and discover actionable insights to h...
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Inquiry status and Cases
Cases will be directly tied to the status of the inquiry to help increase efficiency for your team so long as you build the supplementary...
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How to build your Cases Workflow
Building your workflow To ensure the above scenario occurs, you'll need to build a workflow that runs both on inquiry.complete and case.r...