5.2:Agent-guide/Cases/ja

• English

• 5.19 • 5.2

ケース

ケースタブを使うと、選択した対話に関連するケースの検索ができます。ケースは、対話内容自体だけではなく、複数のエージェントが残したコメント、フォローアップ活動も追跡できるため、とても便利です。このコンテンツはチームに属するエージェント全員がアクセス可能です。

初期設定では、ケースが電子メールのことを意味します。ただし、チャットや通話内容に基いてケースを作成することもできます。ケースは状態（アクティブまたは終了したもの）または以下の追加フィルタをかけて検索できます。

• Relevance
• Create time
• Update time
• Last customer update
• SLA Age %
• From
• Subject
• Flag

For additional information about creating cases, see the sections Understanding Email Cases and Threads and How to Create a Case from a Chat Session.

Searching for a Case

To search for cases, use the search bar at the top of the contacts section; searching may take place while on active calls or chats. You may search for cases by name, case number, or case title. The results of the search will appear under the Cases tab of the Contacts section. Additionally, cases may appear as a tab in the Selected Conversation’s Documents section if you are having an active conversation. If you have not sent an email from the case, it will be listed as Active; cases where a follow-up email was sent will be listed as Closed.

Search for cases in Contacts

Sending Follow-Up Emails from Cases

When selected, the case with the chat transcript will appear in the right panel; click the Open button at the bottom of the panel. From here, you will have the option to send the customer a follow-up email, flag it, or transfer the case to another agent. To transfer the case, click the transfer button. When an email is sent, it will be included in the case record.

Opening a case allows you to email the customer

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